A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 1,014 shares of MDY stock, worth $571,885. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,014
Previous 1,114 8.98%
Holding current value
$571,885
Previous $619,000 12.44%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jul 26, 2024

SELL
$516.55 - $556.17 $51,654 - $55,616
-100 Reduced 8.98%
1,014 $542,000
Q4 2023

Feb 08, 2024

SELL
$425.08 - $512.6 $473,539 - $571,036
-1,114 Reduced 50.0%
1,114 $565,000
Q3 2023

Feb 07, 2024

BUY
$450.89 - $498.33 $1 Million - $1.11 Million
2,228 New
2,228 $1.02 Million
Q1 2023

May 15, 2023

SELL
$433.1 - $497.12 $866,200 - $994,240
-2,000 Reduced 64.1%
1,120 $513,000
Q1 2022

May 16, 2022

SELL
$459.24 - $521.7 $137,772 - $156,510
-300 Reduced 8.77%
3,120 $1.53 Million
Q3 2021

Nov 03, 2021

SELL
$468.36 - $506.04 $11,709 - $12,651
-25 Reduced 0.73%
3,420 $1.65 Million
Q2 2021

Jul 21, 2021

BUY
$475.11 - $504.81 $1.64 Million - $1.74 Million
3,445 New
3,445 $1.69 Million
Q1 2021

May 13, 2021

SELL
$413.34 - $489.29 $1.42 Million - $1.69 Million
-3,445 Closed
0 $0
Q3 2020

Dec 29, 2020

SELL
$318.46 - $358.67 $1.31 Million - $1.47 Million
-4,100 Reduced 54.34%
3,445 $1.17 Million
Q2 2020

Dec 23, 2020

SELL
$243.09 - $355.21 $132,484 - $193,589
-545 Reduced 6.74%
7,545 $2.45 Million
Q1 2020

Dec 18, 2020

BUY
$220.85 - $384.02 $100,707 - $175,113
456 Added 5.97%
8,090 $2.13 Million
Q4 2019

Jan 27, 2021

BUY
$338.73 - $376.09 $2.59 Million - $2.87 Million
7,634 New
7,634 $2.87 Million

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, 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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.