Ropes Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 538 shares of MDY stock, worth $289,384. This represents 0.05% of its overall portfolio holdings.

Number of Shares

538

Previous 538 -0.0%

Holding current value

$289,384

Previous $257,000 4.67%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$485.7 - $531.03 $28,656 - $31,330	-59 Reduced 9.88%	538 $279,000
Q2 2020 Jul 20, 2020	BUY	$243.09 - $355.21 $14,342 - $20,957	59 Added 10.97%	597 $194,000
Q4 2019 Feb 05, 2020	SELL	$338.73 - $376.09 $9,484 - $10,530	-28 Reduced 4.95%	538 $202,000
Q3 2019 Nov 05, 2019	SELL	$334.13 - $362.01 $3,341 - $3,620	-10 Reduced 1.74%	566 $199,000
Q2 2019 Jul 31, 2019	SELL	$330.13 - $361.02 $16,506 - $18,051	-50 Reduced 7.99%	576 $204,000
Q3 2018 Oct 30, 2018	SELL	$355.06 - $373.52 $27,339 - $28,761	-77 Reduced 10.95%	626 $230,000
Q2 2018 Aug 13, 2018	BUY	$333.64 - $365.14 $29,026 - $31,767	87 Added 14.12%	703 $250,000
Q4 2017 Feb 13, 2018	SELL	$329.2 - $347.26 $1,646 - $1,736	-5 Reduced 0.81%	616 $213,000
Q3 2017 Nov 09, 2017	BUY	$308.35 - $326.33 $191,485 - $202,650	621	621 $203,000

Others Institutions Holding MDY

# of Institutions

1,531

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Ropes Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History