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

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025

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 29,251 shares of MDY stock, worth $17.1 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares
29,251
Previous 28,466 2.76%
Holding current value
$17.1 Million
Previous $16.2 Million 3.76%
% of portfolio
8.39%
Previous 8.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$522.96 - $601.18 $410,523 - $471,926
785 Added 2.76%
29,251 $15.6 Million
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
1,532
Shares Held
33.3M
Call Options Held
821K
Put Options Held
537K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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