Soa Wealth Advisors, Llc. Spdr S&P Midcap 400 ETF Trust Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,441 shares of MDY stock, worth $1.49 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,441

Previous 2,441 -0.0%

Holding current value

$1.49 Million

Previous $1.39 Million -0.0%

% of portfolio

0.27%

Previous 0.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$523.84 - $572.02 $1,047 - $1,144	2 Added 0.08%	2,441 $1.39 Million
Q2 2024 Jul 17, 2024	SELL	$516.55 - $556.17 $69,217 - $74,526	-134 Reduced 5.21%	2,439 $1.31 Million
Q1 2024 Apr 10, 2024	SELL	$491.35 - $556.4 $66,823 - $75,670	-136 Reduced 5.02%	2,573 $1.43 Million
Q4 2023 Jan 10, 2024	SELL	$425.08 - $512.6 $75,664 - $91,242	-178 Reduced 6.17%	2,709 $1.37 Million
Q3 2023 Oct 10, 2023	SELL	$450.89 - $498.33 $70,789 - $78,237	-157 Reduced 5.16%	2,887 $1.32 Million
Q2 2023 Jul 07, 2023	SELL	$439.95 - $478.91 $185,218 - $201,621	-421 Reduced 12.15%	3,044 $1.46 Million
Q1 2023 Apr 28, 2023	BUY	$433.1 - $497.12 $1,299 - $1,491	3 Added 0.09%	3,465 $1.59 Million
Q4 2022 Jan 10, 2023	BUY	$409.49 - $470.66 $1,228 - $1,411	3 Added 0.09%	3,462 $0
Q3 2022 Oct 07, 2022	BUY	$401.58 - $481.07 $1,204 - $1,443	3 Added 0.09%	3,459 $1.39 Million
Q2 2022 Jul 13, 2022	SELL	$402.57 - $493.76 $38,646 - $47,400	-96 Reduced 2.7%	3,456 $1.43 Million
Q1 2022 Apr 07, 2022	BUY	$459.24 - $521.7 $918 - $1,043	2 Added 0.06%	3,552 $1.74 Million
Q4 2021 Jan 13, 2022	SELL	$485.7 - $531.03 $25,256 - $27,613	-52 Reduced 1.44%	3,550 $1.84 Million
Q3 2021 Oct 12, 2021	SELL	$468.36 - $506.04 $30,911 - $33,398	-66 Reduced 1.8%	3,602 $1.73 Million
Q2 2021 Jul 14, 2021	SELL	$475.11 - $504.81 $162,012 - $172,140	-341 Reduced 8.51%	3,668 $1.8 Million
Q4 2020 Mar 10, 2021	BUY	$343.51 - $421.75 $1.38 Million - $1.69 Million	4,009 New	4,009 $1.84 Million

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.5M

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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Soa Wealth Advisors, Llc. Spdr S&P Midcap 400 ETF Trust Transaction History