Soundmark Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 464 shares of MDY stock, worth $245,372. This represents 0.11% of its overall portfolio holdings.

Number of Shares
464
Previous 462 0.43%
Holding current value
$245,372
Previous $234,000 10.26%
% of portfolio
0.11%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$491.35 - $556.4 $982 - $1,112
2 Added 0.43%
464 $258,000
Q4 2023

Jan 09, 2024
BUY
$425.08 - $512.6 $425 - $512
1 Added 0.22%
462 $234,000
Q3 2023

Oct 10, 2023
BUY
$450.89 - $498.33 $901 - $996
2 Added 0.44%
461 $210,000
Q2 2023

Jul 13, 2023
BUY
$439.95 - $478.91 $439 - $478
1 Added 0.22%
459 $219,000
Q1 2023

Apr 10, 2023
BUY
$433.1 - $497.12 $433 - $497
1 Added 0.22%
458 $209,000
Q4 2022

Jan 12, 2023
BUY
$409.49 - $470.66 $187,136 - $215,091
457 New
457 $0
Q2 2022

Jul 11, 2022
SELL
$402.57 - $493.76 $181,961 - $223,179
-452 Closed
0 $0
Q1 2022

Apr 11, 2022
BUY
$459.24 - $521.7 $459 - $521
1 Added 0.22%
452 $222,000
Q4 2021

Jan 18, 2022
SELL
$485.7 - $531.03 $50,512 - $55,227
-104 Reduced 18.74%
451 $233,000
Q3 2021

Oct 13, 2021
BUY
$468.36 - $506.04 $936 - $1,012
2 Added 0.36%
555 $267,000
Q1 2021

Apr 14, 2021
BUY
$413.34 - $489.29 $826 - $978
2 Added 0.36%
553 $263,000
Q4 2020

Jan 27, 2021
BUY
$343.51 - $421.75 $189,274 - $232,384
551 New
551 $231,000

Others Institutions Holding MDY

# of Institutions
1,375
Shares Held
26.6M
Call Options Held
222K
Put Options Held
327K
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
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