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

Sage Financial Management Group, Inc.

$270 Million
Q4 2024

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 4,927 shares of MDY stock, worth $2.79 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

4,927

Previous 4,950 0.46%

Holding current value

$2.79 Million

Previous $2.82 Million 0.46%

% of portfolio

1.04%

Previous 1.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,523

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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