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

Tandem Wealth Advisors LLC

  • $196 Million
  • Q2 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 31,828 shares of MDY stock, worth $18.9 Million. This represents 9.21% of its overall portfolio holdings.

Number of Shares
31,828
Previous 29,251 8.81%
Holding current value
$18.9 Million
Previous $15.6 Million 15.54%
% of portfolio
9.21%
Previous 8.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$468.22 - $566.51 $1.21 Million - $1.46 Million
2,577 Added 8.81%
31,828 $18 Million
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
1,530
Shares Held
31.4M
Call Options Held
813K
Put Options Held
601K
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
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email