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

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 635 shares of MDY stock, worth $390,537. This represents 0.03% of its overall portfolio holdings.

Number of Shares

635

Previous 521 21.88%

Holding current value

$390,537

Previous $278,000 29.86%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$523.84 - $572.02 $59,717 - $65,210	114 Added 21.88%	635 $361,000
Q2 2024 Jul 12, 2024	BUY	$516.55 - $556.17 $72,317 - $77,863	140 Added 36.75%	521 $278,000
Q1 2024 May 13, 2024	BUY	$491.35 - $556.4 $187,204 - $211,988	381 New	381 $211,000
Q1 2022 Apr 20, 2022	SELL	$459.24 - $521.7 $1.41 Million - $1.61 Million	-3,081 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$475.11 - $504.81 $522,621 - $555,291	-1,100 Reduced 26.31%	3,081 $1.51 Million
Q1 2021 May 14, 2021	BUY	$413.34 - $489.29 $454,674 - $538,219	1,100 Added 35.7%	4,181 $1.99 Million
Q4 2020 Feb 16, 2021	BUY	$343.51 - $421.75 $1.06 Million - $1.3 Million	3,081 New	3,081 $1.29 Million

Others Institutions Holding MDY

# of Institutions

1,423

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

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