Tandem Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Tandem Wealth Advisors LLC

$186 Million
Q2 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 32,711 shares of MDY stock, worth $18.6 Million. This represents 9.42% of its overall portfolio holdings.

Number of Shares

32,711

Previous 32,383 1.01%

Holding current value

$18.6 Million

Previous $18 Million 2.85%

% of portfolio

9.42%

Previous 9.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$516.55 - $556.17 $169,428 - $182,423	328 Added 1.01%	32,711 $17.5 Million
Q1 2024 May 09, 2024	BUY	$491.35 - $556.4 $36,851 - $41,730	75 Added 0.23%	32,383 $18 Million
Q4 2023 Jan 17, 2024	SELL	$425.08 - $512.6 $316,684 - $381,887	-745 Reduced 2.25%	32,308 $16.4 Million
Q3 2023 Oct 27, 2023	BUY	$450.89 - $498.33 $418,425 - $462,450	928 Added 2.89%	33,053 $15.1 Million
Q2 2023 Aug 16, 2023	BUY	$439.95 - $478.91 $129,345 - $140,799	294 Added 0.92%	32,125 $15.4 Billion
Q1 2023 Jul 07, 2023	BUY	$433.1 - $497.12 $2.72 Million - $3.12 Million	6,285 Added 24.6%	31,831 $14.6 Billion
Q4 2022 Feb 23, 2023	BUY	$409.49 - $470.66 $10.5 Million - $12 Million	25,546 New	25,546 $11.3 Billion

Others Institutions Holding MDY

# of Institutions

1,376

Shares Held

25.9M

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 Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Account

Tandem Wealth Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History