A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,024 shares of MDY stock, worth $547,921. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,024
Previous 1,036 1.16%
Holding current value
$547,921
Previous $525,000 8.38%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 20, 2024

SELL
$491.35 - $556.4 $5,896 - $6,676
-12 Reduced 1.16%
1,024 $569,000
Q2 2023

May 20, 2024

BUY
$439.95 - $478.91 $7,919 - $8,620
18 Added 1.77%
1,036 $496,000
Q1 2023

Apr 24, 2023

SELL
$433.1 - $497.12 $24,253 - $27,838
-56 Reduced 5.21%
1,018 $466,000
Q4 2022

Apr 24, 2023

BUY
$409.49 - $470.66 $13,513 - $15,531
33 Added 3.17%
1,074 $475,000
Q3 2022

Apr 24, 2023

BUY
$401.58 - $481.07 $6,023 - $7,216
15 Added 1.46%
1,041 $418,000
Q2 2022

Aug 22, 2022

SELL
$402.57 - $493.76 $171,494 - $210,341
-426 Reduced 29.34%
1,026 $424,000
Q4 2021

Feb 11, 2022

SELL
$485.7 - $531.03 $85,968 - $93,992
-177 Reduced 10.87%
1,452 $751,000
Q3 2021

Nov 12, 2021

BUY
$468.36 - $506.04 $35,595 - $38,459
76 Added 4.89%
1,629 $783,000
Q2 2021

Aug 25, 2021

BUY
$475.11 - $504.81 $737,845 - $783,969
1,553 New
1,553 $763,000
Q4 2019

Jan 30, 2020

SELL
$338.73 - $376.09 $9,484 - $10,530
-28 Closed
0 $0
Q3 2019

Oct 28, 2019

BUY
$334.13 - $362.01 $9,355 - $10,136
28 New
28 $9,000
Q2 2019

Aug 06, 2019

SELL
$330.13 - $361.02 $70,647 - $77,258
-214 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$296.63 - $352.26 $27,586 - $32,760
93 Added 76.86%
214 $75,000
Q4 2018

Jan 24, 2019

SELL
$284.96 - $364.55 $28,211 - $36,090
-99 Reduced 45.0%
121 $36,000
Q3 2018

Dec 06, 2018

SELL
$355.06 - $373.52 $48,288 - $50,798
-136 Reduced 38.2%
220 $81,000
Q2 2018

Sep 04, 2018

SELL
$333.64 - $365.14 $2.2 Million - $2.41 Million
-6,588 Reduced 94.87%
356 $126,000
Q1 2018

Jul 13, 2018

BUY
$327.4 - $362.51 $2.27 Million - $2.52 Million
6,944 New
6,944 $2.37 Million

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.