United Capital Financial Advisers, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,544 shares of MDY stock, worth $3.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,544
Previous 6,715 2.55%
Holding current value
$3.82 Million
Previous $3.59 Million 3.73%
% of portfolio
0.02%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$523.84 - $572.02 $89,576 - $97,815
-171 Reduced 2.55%
6,544 $3.73 Million
Q2 2024

Aug 14, 2024
SELL
$516.55 - $556.17 $7,231 - $7,786
-14 Reduced 0.21%
6,715 $3.59 Million
Q1 2024

May 15, 2024
SELL
$491.35 - $556.4 $96,304 - $109,054
-196 Reduced 2.83%
6,729 $3.74 Million
Q4 2023

Feb 14, 2024
SELL
$425.08 - $512.6 $873,539 - $1.05 Million
-2,055 Reduced 22.88%
6,925 $3.51 Million
Q3 2023

Nov 14, 2023
SELL
$450.89 - $498.33 $21,642 - $23,919
-48 Reduced 0.53%
8,980 $4.1 Million
Q2 2023

Aug 14, 2023
SELL
$439.95 - $478.91 $40,915 - $44,538
-93 Reduced 1.02%
9,028 $4.32 Million
Q1 2023

Aug 14, 2023
BUY
$433.1 - $497.12 $40,278 - $46,232
93 Added 1.03%
9,121 $4.18 Million
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $64,965 - $74,568
-150 Reduced 1.62%
9,121 $4.18 Million
Q4 2022

Feb 14, 2023
SELL
$409.49 - $470.66 $136,769 - $157,200
-334 Reduced 3.48%
9,271 $4.11 Million
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $401,981 - $481,551
-1,001 Reduced 9.44%
9,605 $3.86 Million
Q2 2022

Aug 11, 2022
BUY
$402.57 - $493.76 $180,351 - $221,204
448 Added 4.41%
10,606 $4.39 Million
Q1 2022

May 16, 2022
BUY
$459.24 - $521.7 $178,644 - $202,941
389 Added 3.98%
10,158 $4.98 Million
Q4 2021

Feb 14, 2022
SELL
$485.7 - $531.03 $232,650 - $254,363
-479 Reduced 4.67%
9,769 $5.06 Million
Q3 2021

Nov 15, 2021
SELL
$468.36 - $506.04 $87,583 - $94,629
-187 Reduced 1.79%
10,248 $4.93 Million
Q2 2021

Aug 13, 2021
SELL
$475.11 - $504.81 $641,398 - $681,493
-1,350 Reduced 11.46%
10,435 $5.12 Million
Q1 2021

May 14, 2021
SELL
$413.34 - $489.29 $1,240 - $1,467
-3 Reduced 0.03%
11,785 $5.61 Million
Q4 2020

Feb 17, 2021
BUY
$343.51 - $421.75 $73,511 - $90,254
214 Added 1.85%
11,788 $4.95 Million
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $36,304 - $40,888
-114 Reduced 0.98%
11,574 $3.92 Million
Q2 2020

Aug 13, 2020
SELL
$243.09 - $355.21 $298,514 - $436,197
-1,228 Reduced 9.51%
11,688 $3.79 Million
Q1 2020

May 15, 2020
BUY
$220.85 - $384.02 $1,766 - $3,072
8 Added 0.06%
12,916 $3.4 Million
Q4 2019

Feb 14, 2020
BUY
$338.73 - $376.09 $23,711 - $26,326
70 Added 0.55%
12,908 $4.85 Million
Q3 2019

Nov 14, 2019
SELL
$334.13 - $362.01 $483,151 - $523,466
-1,446 Reduced 10.12%
12,838 $4.53 Million
Q2 2019

Aug 13, 2019
SELL
$330.13 - $361.02 $114,555 - $125,273
-347 Reduced 2.37%
14,284 $5.07 Million
Q1 2019

May 14, 2019
SELL
$296.63 - $352.26 $212,090 - $251,865
-715 Reduced 4.66%
14,631 $5.05 Million
Q4 2018

Feb 14, 2019
BUY
$284.96 - $364.55 $119,113 - $152,381
418 Added 2.8%
15,346 $4.65 Million
Q3 2018

Nov 14, 2018
SELL
$355.06 - $373.52 $135,632 - $142,684
-382 Reduced 2.5%
14,928 $5.49 Million
Q2 2018

Aug 14, 2018
BUY
$333.64 - $365.14 $101,760 - $111,367
305 Added 2.03%
15,310 $5.44 Million
Q1 2018

May 15, 2018
SELL
$327.4 - $362.51 $77,593 - $85,914
-237 Reduced 1.55%
15,005 $5.13 Million
Q4 2017

Feb 13, 2018
SELL
$329.2 - $347.26 $385,164 - $406,294
-1,170 Reduced 7.13%
15,242 $5.29 Million
Q3 2017

Nov 14, 2017
BUY
$308.35 - $326.33 $94,046 - $99,530
305 Added 1.89%
16,412 $5.36 Million
Q2 2017

Aug 14, 2017
BUY
N/A
16,107
16,107 $5.12 Million

Others Institutions Holding MDY

# of Institutions
1,485
Shares Held
28.1M
Call Options Held
427K
Put Options Held
267K
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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