A detailed history of Wealth Architects, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealth Architects, LLC holds 765 shares of MDY stock, worth $471,928. This represents 0.05% of its overall portfolio holdings.

Number of Shares
765
Previous 1,102 30.58%
Holding current value
$471,928
Previous $589,000 26.15%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 31, 2024

SELL
$523.84 - $572.02 $176,534 - $192,770
-337 Reduced 30.58%
765 $435,000
Q2 2023

Aug 02, 2023

BUY
$439.95 - $478.91 $13,198 - $14,367
30 Added 2.8%
1,102 $527,000
Q1 2023

Apr 21, 2023

SELL
$433.1 - $497.12 $86,620 - $99,424
-200 Reduced 15.72%
1,072 $491,000
Q4 2022

Feb 09, 2023

SELL
$409.49 - $470.66 $41,358 - $47,536
-101 Reduced 7.36%
1,272 $563,000
Q1 2021

Apr 29, 2021

SELL
$413.34 - $489.29 $31,827 - $37,675
-77 Reduced 5.31%
1,373 $653,000
Q2 2019

Jul 12, 2019

SELL
$330.13 - $361.02 $5,942 - $6,498
-18 Reduced 1.23%
1,450 $514,000
Q1 2019

May 01, 2019

BUY
$296.63 - $352.26 $296 - $352
1 Added 0.07%
1,468 $507,000
Q4 2018

Jan 17, 2019

BUY
$284.96 - $364.55 $4,844 - $6,197
17 Added 1.17%
1,467 $444,000
Q1 2018

Apr 13, 2018

SELL
$327.4 - $362.51 $3,601 - $3,987
-11 Reduced 0.75%
1,450 $495,000
Q4 2017

Jan 31, 2018

SELL
$329.2 - $347.26 $3,621 - $3,819
-11 Reduced 0.75%
1,461 $504,000
Q2 2017

Aug 10, 2017

BUY
N/A
1,472
1,472 $467,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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