Sheets Smith Wealth Management Spdr S&P Midcap 400 ETF Trust Transaction History

Sheets Smith Wealth Management

  • $828 Million
  • Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sheets Smith Wealth Management holds 405 shares of MDY stock, worth $229,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares
405
Previous 420 3.57%
Holding current value
$229,400
Previous $233,000 7.3%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$516.55 - $556.17 $7,748 - $8,342
-15 Reduced 3.57%
405 $216,000
Q1 2024

May 08, 2024
SELL
$491.35 - $556.4 $20,145 - $22,812
-41 Reduced 8.89%
420 $233,000
Q4 2023

Feb 06, 2024
BUY
$425.08 - $512.6 $195,961 - $236,308
461 New
461 $233,000
Q3 2018

Oct 15, 2018
SELL
$355.06 - $373.52 $639,108 - $672,336
-1,800 Closed
0 $0
Q3 2017

Oct 12, 2017
BUY
$308.35 - $326.33 $555,030 - $587,394
1,800
1,800 $587,000

Others Institutions Holding MDY

# of Institutions
1,376
Shares Held
26M
Call Options Held
181K
Put Options Held
241K
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 Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email