Sterling Investment Advisors, Ltd. Spdr S&P Midcap 400 ETF Trust Transaction History

Sterling Investment Advisors, Ltd.

$388 Million
Q4 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 4,482 shares of MDY stock, worth $2.54 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

4,482

Previous 4,755 5.74%

Holding current value

$2.54 Million

Previous $2.71 Million 5.76%

% of portfolio

0.66%

Previous 0.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$563.99 - $620.12 $153,969 - $169,292	-273 Reduced 5.74%	4,482 $2.55 Million
Q3 2024 Oct 24, 2024	SELL	$523.84 - $572.02 $50,288 - $54,913	-96 Reduced 1.98%	4,755 $2.71 Million
Q2 2024 Aug 05, 2024	SELL	$516.55 - $556.17 $84,197 - $90,655	-163 Reduced 3.25%	4,851 $2.6 Million
Q1 2024 Apr 30, 2024	SELL	$491.35 - $556.4 $138,069 - $156,348	-281 Reduced 5.31%	5,014 $2.79 Million
Q4 2023 Feb 08, 2024	BUY	$425.08 - $512.6 $20,828 - $25,117	49 Added 0.93%	5,295 $2.69 Million
Q3 2023 Nov 06, 2023	SELL	$450.89 - $498.33 $43,285 - $47,839	-96 Reduced 1.8%	5,246 $2.4 Million
Q2 2023 Aug 03, 2023	SELL	$439.95 - $478.91 $80,070 - $87,161	-182 Reduced 3.29%	5,342 $2.56 Million
Q1 2023 Apr 25, 2023	SELL	$433.1 - $497.12 $92,683 - $106,383	-214 Reduced 3.73%	5,524 $2.53 Million
Q4 2022 Feb 06, 2023	SELL	$409.49 - $470.66 $16,379 - $18,826	-40 Reduced 0.69%	5,738 $2.54 Million
Q3 2022 Nov 03, 2022	BUY	$401.58 - $481.07 $2.32 Million - $2.78 Million	5,778 New	5,778 $2.32 Million

Others Institutions Holding MDY

# of Institutions

1,523

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

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About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Sterling Investment Advisors, Ltd. Spdr S&P Midcap 400 ETF Trust Transaction History