A detailed history of Summit Asset Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Summit Asset Management, LLC holds 748 shares of MDY stock, worth $426,532. This represents 0.05% of its overall portfolio holdings.

Number of Shares
748
Previous 548 36.5%
Holding current value
$426,532
Previous $293,000 45.39%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$523.84 - $572.02 $104,768 - $114,404
200 Added 36.5%
748 $426,000
Q2 2024

Aug 05, 2024

SELL
$516.55 - $556.17 $15,496 - $16,685
-30 Reduced 5.19%
548 $293,000
Q2 2021

Aug 06, 2021

BUY
$475.11 - $504.81 $4,751 - $5,048
10 Added 1.76%
578 $284,000
Q4 2020

Feb 09, 2021

BUY
$343.51 - $421.75 $195,113 - $239,554
568 New
568 $239,000

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 Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, LLC 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 Summit Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Asset Management, LLC with notifications on news.