Plante Moran Financial Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,103 shares of MDY stock, worth $645,663. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,103
Previous 1,096 0.64%
Holding current value
$645,663
Previous $624,000 0.64%
% of portfolio
0.05%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$563.99 - $620.12 $3,947 - $4,340
7 Added 0.64%
1,103 $628,000
Q3 2024

Oct 30, 2024
SELL
$523.84 - $572.02 $295,969 - $323,191
-565 Reduced 34.02%
1,096 $624,000
Q2 2024

Aug 12, 2024
BUY
$516.55 - $556.17 $98,144 - $105,672
190 Added 12.92%
1,661 $888,000
Q1 2024

May 09, 2024
BUY
$491.35 - $556.4 $982 - $1,112
2 Added 0.14%
1,471 $818,000
Q4 2023

Feb 05, 2024
BUY
$425.08 - $512.6 $72,263 - $87,142
170 Added 13.09%
1,469 $745,000
Q3 2023

Nov 07, 2023
SELL
$450.89 - $498.33 $15,781 - $17,441
-35 Reduced 2.62%
1,299 $593,000
Q2 2023

Aug 07, 2023
SELL
$439.95 - $478.91 $8,359 - $9,099
-19 Reduced 1.4%
1,334 $638,000
Q1 2023

May 08, 2023
BUY
$433.1 - $497.12 $433 - $497
1 Added 0.07%
1,353 $620,000
Q4 2022

Feb 09, 2023
SELL
$409.49 - $470.66 $51,595 - $59,303
-126 Reduced 8.53%
1,352 $598,000
Q3 2022

Nov 02, 2022
BUY
$401.58 - $481.07 $3,212 - $3,848
8 Added 0.54%
1,478 $595,000
Q2 2022

Aug 02, 2022
SELL
$402.57 - $493.76 $46,698 - $57,276
-116 Reduced 7.31%
1,470 $608,000
Q1 2022

May 06, 2022
SELL
$459.24 - $521.7 $6,888 - $7,825
-15 Reduced 0.94%
1,586 $781,000
Q4 2021

Feb 09, 2022
BUY
$485.7 - $531.03 $60,226 - $65,847
124 Added 8.4%
1,601 $828,000
Q3 2021

Nov 08, 2021
BUY
$468.36 - $506.04 $181,255 - $195,837
387 Added 35.5%
1,477 $713,000
Q2 2021

Aug 10, 2021
BUY
$475.11 - $504.81 $13,303 - $14,134
28 Added 2.64%
1,090 $535,000
Q1 2021

May 13, 2021
BUY
$413.34 - $489.29 $7,440 - $8,807
18 Added 1.72%
1,062 $505,000
Q4 2020

Feb 09, 2021
BUY
$343.51 - $421.75 $58,740 - $72,119
171 Added 19.59%
1,044 $439,000
Q3 2020

Nov 12, 2020
BUY
$318.46 - $358.67 $26,750 - $30,128
84 Added 10.65%
873 $296,000
Q2 2020

Aug 10, 2020
SELL
$243.09 - $355.21 $157,522 - $230,176
-648 Reduced 45.09%
789 $256,000
Q1 2020

May 07, 2020
BUY
$220.85 - $384.02 $111,750 - $194,314
506 Added 54.35%
1,437 $378,000
Q4 2019

Feb 14, 2020
SELL
$338.73 - $376.09 $2.6 Million - $2.89 Million
-7,686 Reduced 89.2%
931 $350,000
Q1 2019

May 13, 2019
SELL
$296.63 - $352.26 $7,712 - $9,158
-26 Reduced 0.3%
8,617 $2.98 Million
Q4 2018

Jan 29, 2019
BUY
$284.96 - $364.55 $7,408 - $9,478
26 Added 0.3%
8,643 $2.62 Million
Q3 2017

Nov 08, 2017
BUY
$308.35 - $326.33 $2.66 Million - $2.81 Million
8,617
8,617 $2.81 Million

Others Institutions Holding MDY

# of Institutions
1,475
Shares Held
28.2M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email