A detailed history of Summit Financial, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Summit Financial, LLC holds 8,014 shares of MDY stock, worth $4.79 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,014
Previous 6,240 28.43%
Holding current value
$4.79 Million
Previous $3.34 Million 36.76%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Nov 12, 2024

BUY
$523.84 - $572.02 $929,292 - $1.01 Million
1,774 Added 28.43%
8,014 $4.57 Million
Q2 2024

Jul 31, 2024

BUY
$516.55 - $556.17 $408,074 - $439,374
790 Added 14.5%
6,240 $3.34 Million
Q1 2024

Apr 24, 2024

BUY
$491.35 - $556.4 $469,239 - $531,362
955 Added 21.25%
5,450 $3.03 Million
Q4 2023

Feb 05, 2024

BUY
$425.08 - $512.6 $3,825 - $4,613
9 Added 0.2%
4,495 $2.28 Million
Q3 2023

Nov 07, 2023

BUY
$450.89 - $498.33 $18,937 - $20,929
42 Added 0.95%
4,486 $2.05 Million
Q2 2023

Aug 11, 2023

SELL
$439.95 - $478.91 $650,686 - $708,307
-1,479 Reduced 24.97%
4,444 $2.13 Million
Q1 2023

May 03, 2023

BUY
$433.1 - $497.12 $89,651 - $102,903
207 Added 3.62%
5,923 $2.72 Million
Q4 2022

Feb 07, 2023

SELL
$409.49 - $470.66 $11,465 - $13,178
-28 Reduced 0.49%
5,716 $2.53 Million
Q3 2022

Nov 15, 2022

BUY
$401.58 - $481.07 $177,096 - $212,151
441 Added 8.32%
5,744 $2.33 Billion
Q2 2022

Aug 12, 2022

BUY
$402.57 - $493.76 $137,678 - $168,865
342 Added 6.89%
5,303 $2.19 Million
Q1 2022

May 10, 2022

BUY
$459.24 - $521.7 $452,351 - $513,874
985 Added 24.77%
4,961 $2.43 Million
Q4 2021

Feb 07, 2022

BUY
$485.7 - $531.03 $1.16 Million - $1.27 Million
2,397 Added 151.8%
3,976 $2.06 Million
Q3 2021

Nov 08, 2021

BUY
$468.36 - $506.04 $366,257 - $395,723
782 Added 98.12%
1,579 $759,000
Q2 2021

Aug 06, 2021

BUY
$475.11 - $504.81 $378,662 - $402,333
797 New
797 $391,000

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 Financial, LLC Portfolio

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

News

Stay updated on Summit Financial, LLC with notifications on news.