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

Wealth Plan Partners, LLC

$552 Million
Q2 2025

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 1,308 shares of MDY stock, worth $744,121. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,308

Previous 1,248 4.81%

Holding current value

$744,121

Previous $666 Million 99.89%

% of portfolio

0.13%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$468.22 - $566.51 $28,093 - $33,990	60 Added 4.81%	1,308 $740,000
Q1 2025 May 09, 2025	SELL	$522.96 - $601.18 $14,642 - $16,833	-28 Reduced 2.19%	1,248 $666 Million
Q4 2024 Jan 30, 2025	BUY	$563.99 - $620.12 $7,331 - $8,061	13 Added 1.03%	1,276 $727 Million
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

1,533

Shares Held

33.1M

Call Options Held

821K

Put Options Held

538K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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