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

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,104 shares of MDY stock, worth $654,716. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,104
Previous 1,091 1.19%
Holding current value
$654,716
Previous $621,000 1.13%
% of portfolio
0.09%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$563.99 - $620.12 $7,331 - $8,061
13 Added 1.19%
1,104 $628,000
Q3 2024

Nov 04, 2024
BUY
$523.84 - $572.02 $73,861 - $80,654
141 Added 14.84%
1,091 $621,000
Q1 2024

Apr 29, 2024
SELL
$491.35 - $556.4 $69,280 - $78,452
-141 Reduced 12.92%
950 $528,000
Q4 2023

Jan 23, 2024
SELL
$425.08 - $512.6 $6,376 - $7,689
-15 Reduced 1.36%
1,091 $553,000
Q3 2023

Oct 25, 2023
BUY
$450.89 - $498.33 $27,504 - $30,398
61 Added 5.84%
1,106 $505,000
Q1 2023

May 08, 2023
SELL
$433.1 - $497.12 $19,056 - $21,873
-44 Reduced 4.04%
1,045 $479,000
Q3 2022

Nov 04, 2022
SELL
$401.58 - $481.07 $22,488 - $26,939
-56 Reduced 4.89%
1,089 $439,000
Q1 2022

May 09, 2022
SELL
$459.24 - $521.7 $447,759 - $508,657
-975 Reduced 45.99%
1,145 $563,000
Q4 2021

Feb 10, 2022
BUY
$485.7 - $531.03 $1.03 Million - $1.13 Million
2,120 New
2,120 $1.1 Million
Q3 2021

Nov 12, 2021
SELL
$468.36 - $506.04 $161,584 - $174,583
-345 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$475.11 - $504.81 $10,927 - $11,610
23 Added 7.14%
345 $169,000
Q1 2021

May 17, 2021
BUY
$413.34 - $489.29 $133,095 - $157,551
322 New
322 $153,000
Q1 2020

May 12, 2020
SELL
$220.85 - $384.02 $127,872 - $222,347
-579 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$338.73 - $376.09 $21,339 - $23,693
-63 Reduced 9.81%
579 $217,000
Q3 2019

Nov 13, 2019
SELL
$334.13 - $362.01 $17,374 - $18,824
-52 Reduced 7.49%
642 $226,000
Q2 2019

Aug 12, 2019
BUY
$330.13 - $361.02 $660 - $722
2 Added 0.29%
694 $246,000
Q1 2019

May 14, 2019
SELL
$296.63 - $352.26 $48,350 - $57,418
-163 Reduced 19.06%
692 $239,000
Q4 2017

Apr 18, 2018
BUY
$329.2 - $347.26 $281,466 - $296,907
855
855 $298,000

Others Institutions Holding MDY

# of Institutions
1,462
Shares Held
27.9M
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email