Trinity Point Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Trinity Point Wealth, LLC

  • $595 Million
  • Q1 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 946 shares of MDY stock, worth $500,263. This represents 0.09% of its overall portfolio holdings.

Number of Shares
946
Previous 843 12.22%
Holding current value
$500,263
Previous $427,000 23.19%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$491.35 - $556.4 $50,609 - $57,309
103 Added 12.22%
946 $526,000
Q4 2023

Feb 08, 2024
BUY
$425.08 - $512.6 $27,630 - $33,319
65 Added 8.35%
843 $427,000
Q3 2023

Nov 08, 2023
BUY
$450.89 - $498.33 $15,781 - $17,441
35 Added 4.71%
778 $355,000
Q2 2023

Aug 07, 2023
BUY
$439.95 - $478.91 $36,075 - $39,270
82 Added 12.41%
743 $355,000
Q1 2023

May 04, 2023
SELL
$433.1 - $497.12 $19,489 - $22,370
-45 Reduced 6.37%
661 $303,000
Q1 2022

May 13, 2022
SELL
$459.24 - $521.7 $3,214 - $3,651
-7 Reduced 0.98%
706 $346,000
Q4 2021

Feb 11, 2022
BUY
$485.7 - $531.03 $66,540 - $72,751
137 Added 23.78%
713 $369,000
Q4 2020

Feb 10, 2021
SELL
$343.51 - $421.75 $10,305 - $12,652
-30 Reduced 4.95%
576 $255,000
Q3 2020

Nov 13, 2020
BUY
$318.46 - $358.67 $192,986 - $217,354
606 New
606 $205,000
Q1 2020

May 05, 2020
SELL
$220.85 - $384.02 $141,785 - $246,540
-642 Closed
0 $0
Q3 2019

Nov 07, 2019
BUY
$334.13 - $362.01 $214,511 - $232,410
642 New
642 $233,000

Others Institutions Holding MDY

# of Institutions
1,375
Shares Held
26.6M
Call Options Held
222K
Put Options Held
327K
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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