Vertex Planning Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 900 shares of MDY stock, worth $477,827. This represents 0.14% of its overall portfolio holdings.

Number of Shares
900
Previous 938 4.05%
Holding current value
$477,827
Previous $476 Million 5.22%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 13, 2024
SELL
$491.35 - $556.4 $18,671 - $21,143
-38 Reduced 4.05%
900 $501 Million
Q4 2023

Feb 14, 2024
SELL
$425.08 - $512.6 $11,052 - $13,327
-26 Reduced 2.7%
938 $476 Million
Q1 2023

May 16, 2023
BUY
$433.1 - $497.12 $108,708 - $124,777
251 Added 35.2%
964 $442 Million
Q4 2022

Feb 06, 2023
BUY
$409.49 - $470.66 $291,966 - $335,580
713 New
713 $316 Million

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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