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

Tandem Wealth Advisors LLC

$190 Million
Q4 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 28,466 shares of MDY stock, worth $16.1 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares

28,466

Previous 32,805 13.23%

Holding current value

$16.1 Million

Previous $18.7 Million 13.24%

% of portfolio

8.51%

Previous 9.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$563.99 - $620.12 $2.45 Million - $2.69 Million	-4,339 Reduced 13.23%	28,466 $16.2 Million
Q3 2024 Nov 13, 2024	BUY	$523.84 - $572.02 $49,240 - $53,769	94 Added 0.29%	32,805 $18.7 Million
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

1,527

Shares Held

29.2M

Call Options Held

723K

Put Options Held

407K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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