Stone Point Wealth LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Stone Point Wealth LLC

$318 Million
Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,663 shares of MDY stock, worth $964,473. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,663

Previous 4,434 62.49%

Holding current value

$964,473

Previous $2.37 Million 60.17%

% of portfolio

0.3%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$468.22 - $566.51 $1.3 Million - $1.57 Million	-2,771 Reduced 62.49%	1,663 $942,000
Q1 2025 Apr 24, 2025	BUY	$522.96 - $601.18 $28,762 - $33,064	55 Added 1.26%	4,434 $2.37 Million
Q4 2024 Jan 28, 2025	BUY	$563.99 - $620.12 $275,227 - $302,618	488 Added 12.54%	4,379 $2.49 Million
Q3 2024 Oct 31, 2024	BUY	$523.84 - $572.02 $592,986 - $647,526	1,132 Added 41.03%	3,891 $2.22 Million
Q2 2024 Jul 30, 2024	BUY	$516.55 - $556.17 $253,109 - $272,523	490 Added 21.6%	2,759 $1.48 Million
Q1 2024 May 01, 2024	BUY	$491.35 - $556.4 $1.11 Million - $1.26 Million	2,269 New	2,269 $1.26 Million

Others Institutions Holding MDY

# of Institutions

1,527

Shares Held

33.3M

Call Options Held

821K

Put Options Held

433K

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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Stone Point Wealth LLC Spdr S&P Midcap 400 ETF Trust Transaction History