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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,481 shares of MDY stock, worth $878,203. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,481

Holding current value

$878,203

% of portfolio

0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$567.09 - $607.37 $839,860 - $899,514	1,481 New	1,481 $882,000
Q2 2025 Jul 25, 2025	BUY	$468.22 - $566.51 $25,283 - $30,591	54 Added 4.1%	1,372 $777,000
Q1 2025 Apr 23, 2025	SELL	$522.96 - $601.18 $30,331 - $34,868	-58 Reduced 4.22%	1,318 $703,000
Q4 2024 Aug 08, 2025	BUY	$563.99 - $620.12 $2,255 - $2,480	4 Added 0.29%	1,376 $783,000
Q4 2024 Feb 07, 2025	BUY	$563.99 - $620.12 $29,891 - $32,866	53 Added 4.01%	1,376 $783,000
Q3 2024 Oct 21, 2024	BUY	$523.84 - $572.02 $2,095 - $2,288	4 Added 0.3%	1,323 $753,000
Q2 2024 Jul 15, 2024	SELL	$516.55 - $556.17 $10,331 - $11,123	-20 Reduced 1.49%	1,319 $705,000
Q1 2024 Apr 30, 2024	SELL	$491.35 - $556.4 $429,439 - $486,293	-874 Reduced 39.49%	1,339 $745,000
Q4 2023 Jan 25, 2024	BUY	$425.08 - $512.6 $377,045 - $454,676	887 Added 66.89%	2,213 $1.12 Million
Q3 2023 Nov 08, 2023	SELL	$450.89 - $498.33 $27,955 - $30,896	-62 Reduced 4.47%	1,326 $605,000
Q2 2023 Aug 08, 2023	BUY	$439.95 - $478.91 $12,318 - $13,409	28 Added 2.06%	1,388 $664,000
Q1 2023 Apr 24, 2023	SELL	$433.1 - $497.12 $11,693 - $13,422	-27 Reduced 1.95%	1,360 $623,000
Q4 2022 Jan 17, 2023	BUY	$409.49 - $470.66 $27,845 - $32,004	68 Added 5.16%	1,387 $0
Q1 2022 May 13, 2022	SELL	$459.24 - $521.7 $77,611 - $88,167	-169 Reduced 11.36%	1,319 $647,000
Q4 2021 Feb 11, 2022	BUY	$485.7 - $531.03 $722,721 - $790,172	1,488 New	1,488 $770,000
Q3 2021 Oct 26, 2021	SELL	$468.36 - $506.04 $541,892 - $585,488	-1,157 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$475.11 - $504.81 $23,755 - $25,240	-50 Reduced 4.14%	1,157 $568,000
Q3 2020 Oct 23, 2020	BUY	$318.46 - $358.67 $3,184 - $3,586	10 Added 0.84%	1,207 $409,000
Q2 2020 Aug 25, 2020	BUY	$243.09 - $355.21 $290,978 - $425,186	1,197 New	1,197 $388,000
Q2 2020 Aug 11, 2020	SELL	$243.09 - $355.21 $290,978 - $425,186	-1,197 Closed	0 $388,000
Q1 2020 May 11, 2020	SELL	$220.85 - $384.02 $66,255 - $115,206	-300 Reduced 20.04%	1,197 $315,000
Q4 2019 Feb 13, 2020	SELL	$338.73 - $376.09 $26,759 - $29,711	-79 Reduced 5.01%	1,497 $562,000
Q2 2019 Jul 31, 2019	SELL	$330.13 - $361.02 $214,584 - $234,663	-650 Reduced 29.2%	1,576 $559,000
Q1 2019 May 13, 2019	SELL	$296.63 - $352.26 $2,669 - $3,170	-9 Reduced 0.4%	2,226 $769,000
Q4 2018 Feb 14, 2019	BUY	$284.96 - $364.55 $96,601 - $123,582	339 Added 17.88%	2,235 $676,000
Q3 2018 Nov 14, 2018	SELL	$355.06 - $373.52 $4,970 - $5,229	-14 Reduced 0.73%	1,896 $697,000
Q2 2018 Aug 14, 2018	SELL	$333.64 - $365.14 $75,069 - $82,156	-225 Reduced 10.54%	1,910 $678,000
Q1 2018 May 14, 2018	SELL	$327.4 - $362.51 $4,911 - $5,437	-15 Reduced 0.7%	2,135 $730,000
Q4 2017 Feb 13, 2018	BUY	$329.2 - $347.26 $707,780 - $746,609	2,150	2,150 $743,000

Others Institutions Holding MDY

# of Institutions

1,541

Shares Held

28.8M

Call Options Held

813K

Put Options Held

601K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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