Sage Financial Management Group, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Sage Financial Management Group, Inc.

  • $313 Million
  • Q3 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 4,316 shares of MDY stock, worth $2.53 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
4,316
Previous 4,356 0.92%
Holding current value
$2.53 Million
Previous $2.47 Million 4.21%
% of portfolio
0.82%
Previous 0.85%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$567.09 - $607.37 $22,683 - $24,294
-40 Reduced 0.92%
4,316 $2.57 Million
Q2 2025

Jul 21, 2025
SELL
$468.22 - $566.51 $151,703 - $183,549
-324 Reduced 6.92%
4,356 $2.47 Million
Q1 2025

Apr 23, 2025
SELL
$522.96 - $601.18 $129,171 - $148,491
-247 Reduced 5.01%
4,680 $2.5 Million
Q4 2024

Jan 23, 2025
SELL
$563.99 - $620.12 $12,971 - $14,262
-23 Reduced 0.46%
4,927 $2.81 Million
Q3 2024

Oct 17, 2024
BUY
$523.84 - $572.02 $254,586 - $278,001
486 Added 10.89%
4,950 $2.82 Million
Q2 2024

Jul 18, 2024
SELL
$516.55 - $556.17 $28,410 - $30,589
-55 Reduced 1.22%
4,464 $2.39 Million
Q1 2024

May 01, 2024
BUY
$491.35 - $556.4 $67,806 - $76,783
138 Added 3.15%
4,519 $2.52 Million
Q4 2023

Jan 17, 2024
SELL
$425.08 - $512.6 $45,908 - $55,360
-108 Reduced 2.41%
4,381 $2.22 Million
Q3 2023

Oct 12, 2023
SELL
$450.89 - $498.33 $38,325 - $42,358
-85 Reduced 1.86%
4,489 $2.05 Million
Q2 2023

Jul 19, 2023
BUY
$439.95 - $478.91 $615,050 - $669,516
1,398 Added 44.02%
4,574 $2.19 Million
Q1 2023

May 01, 2023
SELL
$433.1 - $497.12 $637,956 - $732,257
-1,473 Reduced 31.68%
3,176 $1.46 Million
Q4 2022

Jan 20, 2023
BUY
$409.49 - $470.66 $389,424 - $447,597
951 Added 25.72%
4,649 $2.06 Million
Q3 2022

Oct 24, 2022
SELL
$401.58 - $481.07 $637,307 - $763,458
-1,587 Reduced 30.03%
3,698 $1.49 Million
Q2 2022

Aug 02, 2022
SELL
$402.57 - $493.76 $402 - $493
-1 Reduced 0.02%
5,285 $2.19 Million
Q1 2022

Apr 28, 2022
SELL
$459.24 - $521.7 $23,880 - $27,128
-52 Reduced 0.97%
5,286 $2.59 Million
Q4 2021

Feb 08, 2022
BUY
$485.7 - $531.03 $2,428 - $2,655
5 Added 0.09%
5,338 $2.76 Million
Q3 2021

Oct 26, 2021
SELL
$468.36 - $506.04 $31,848 - $34,410
-68 Reduced 1.26%
5,333 $2.56 Million
Q2 2021

Aug 03, 2021
BUY
$475.11 - $504.81 $316,423 - $336,203
666 Added 14.07%
5,401 $2.65 Million
Q1 2021

May 11, 2021
SELL
$413.34 - $489.29 $20.8 Million - $24.6 Million
-50,265 Reduced 91.39%
4,735 $2.25 Million
Q4 2020

Feb 08, 2021
BUY
$343.51 - $421.75 $16.8 Million - $20.6 Million
48,826 Added 790.83%
55,000 $2.59 Million
Q4 2020

Feb 08, 2021
BUY
$343.51 - $421.75 $2.12 Million - $2.6 Million
6,174 New
6,174 $2.59 Million

Others Institutions Holding MDY

# of Institutions
1,555
Shares Held
28.6M
Call Options Held
620K
Put Options Held
497K
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 Sage Financial Management Group, Inc. Portfolio

Follow Sage Financial Management Group, Inc. 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 Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email