Wealth Plan Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,263 shares of MDY stock, worth $758,633. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,263
Previous 1,296 2.55%
Holding current value
$758,633
Previous $693 Million 3.75%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Nov 05, 2024
SELL
$523.84 - $572.02 $17,286 - $18,876
-33 Reduced 2.55%
1,263 $719 Million
Q2 2024

Aug 09, 2024
SELL
$516.55 - $556.17 $22,211 - $23,915
-43 Reduced 3.21%
1,296 $693 Million
Q1 2024

May 07, 2024
BUY
$491.35 - $556.4 $83,529 - $94,588
170 Added 14.54%
1,339 $745 Million
Q4 2023

Jan 05, 2024
SELL
$425.08 - $512.6 $2,125 - $2,563
-5 Reduced 0.43%
1,169 $593 Million
Q3 2023

Nov 01, 2023
BUY
$450.89 - $498.33 $1,803 - $1,993
4 Added 0.34%
1,174 $536 Million
Q2 2023

Jul 31, 2023
SELL
$439.95 - $478.91 $3,079 - $3,352
-7 Reduced 0.59%
1,170 $560 Million
Q1 2023

May 10, 2023
BUY
$433.1 - $497.12 $136,426 - $156,592
315 Added 36.54%
1,177 $540 Million
Q4 2022

Feb 16, 2023
BUY
$409.49 - $470.66 $19,246 - $22,121
47 Added 5.77%
862 $420 Million
Q4 2021

Feb 01, 2022
BUY
$485.7 - $531.03 $4,857 - $5,310
10 Added 1.24%
815 $391,000
Q3 2021

Dec 09, 2021
BUY
$468.36 - $506.04 $4,683 - $5,060
10 Added 1.26%
805 $387,000
Q2 2021

Aug 19, 2021
BUY
$475.11 - $504.81 $4,751 - $5,048
10 Added 1.27%
795 $397,000
Q3 2020

Dec 18, 2020
SELL
$318.46 - $358.67 $31,527 - $35,508
-99 Reduced 11.2%
785 $296,000
Q2 2020

Aug 19, 2020
SELL
$243.09 - $355.21 $486 - $710
-2 Reduced 0.23%
884 $315,000
Q4 2019

Feb 14, 2020
SELL
$338.73 - $376.09 $13,887 - $15,419
-41 Reduced 4.42%
886 $338,000
Q3 2019

Nov 15, 2019
SELL
$334.13 - $362.01 $249,929 - $270,783
-748 Reduced 44.66%
927 $336,000
Q2 2019

Aug 19, 2019
BUY
$330.13 - $361.02 $194,776 - $213,001
590 Added 54.38%
1,675 $579,000
Q4 2018

Feb 20, 2019
BUY
$284.96 - $364.55 $8,833 - $11,301
31 Added 2.94%
1,085 $378,000
Q3 2018

Nov 21, 2018
BUY
$355.06 - $373.52 $43,317 - $45,569
122 Added 13.09%
1,054 $347,000
Q2 2018

Aug 16, 2018
SELL
$333.64 - $365.14 $35,365 - $38,704
-106 Reduced 10.21%
932 $331,000
Q1 2018

May 16, 2018
BUY
$327.4 - $362.51 $339,841 - $376,285
1,038 New
1,038 $355,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
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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