Surevest, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Surevest, LLC holds 115 shares of MDY stock, worth $65,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares

115

Previous 129 10.85%

Holding current value

$65,455

Previous $53,000 13.21%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$401.58 - $481.07 $5,622 - $6,734	-14 Reduced 10.85%	115 $46,000
Q2 2022 Aug 15, 2022	BUY	$402.57 - $493.76 $51,931 - $63,695	129 New	129 $53,000
Q1 2020 Apr 16, 2020	SELL	$220.85 - $384.02 $312,281 - $543,004	-1,414 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$338.73 - $376.09 $1,693 - $1,880	5 Added 0.35%	1,414 $531,000
Q3 2019 Oct 15, 2019	BUY	$334.13 - $362.01 $2,004 - $2,172	6 Added 0.43%	1,409 $497,000
Q2 2019 Jul 10, 2019	BUY	$330.13 - $361.02 $990 - $1,083	3 Added 0.21%	1,403 $498,000
Q1 2019 Apr 09, 2019	BUY	$296.63 - $352.26 $415,282 - $493,164	1,400 New	1,400 $484,000

Others Institutions Holding MDY

# of Institutions

1,376

Shares Held

26M

Call Options Held

181K

Put Options Held

241K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account