Up Strategic Wealth Investment Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,537 shares of MDY stock, worth $853,695. This represents 1.25% of its overall portfolio holdings.

Number of Shares
1,537
Previous 1,552 0.97%
Holding current value
$853,695
Previous $864 Million 4.76%
% of portfolio
1.25%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$516.55 - $556.17 $7,748 - $8,342
-15 Reduced 0.97%
1,537 $822 Million
Q1 2024

May 15, 2024
BUY
$491.35 - $556.4 $18,179 - $20,586
37 Added 2.44%
1,552 $864 Million
Q4 2023

Feb 13, 2024
BUY
$425.08 - $512.6 $643,996 - $776,589
1,515 New
1,515 $769 Million

Others Institutions Holding MDY

# of Institutions
1,376
Shares Held
26M
Call Options Held
181K
Put Options Held
241K
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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