Wealthspire Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,835 shares of MDY stock, worth $8.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,835
Previous 15,006 5.52%
Holding current value
$8.25 Million
Previous $8.55 Million 5.51%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 03, 2025
BUY
$563.99 - $620.12 $467,547 - $514,079
829 Added 5.52%
15,835 $9.02 Million
Q3 2024

Nov 13, 2024
BUY
$523.84 - $572.02 $1.74 Million - $1.9 Million
3,326 Added 28.48%
15,006 $8.55 Million
Q2 2024

Aug 08, 2024
SELL
$516.55 - $556.17 $332,141 - $357,617
-643 Reduced 5.22%
11,680 $6.25 Million
Q1 2024

May 06, 2024
SELL
$491.35 - $556.4 $127,751 - $144,664
-260 Reduced 2.07%
12,323 $6.86 Million
Q4 2023

Feb 06, 2024
SELL
$425.08 - $512.6 $64,187 - $77,402
-151 Reduced 1.19%
12,583 $6.38 Million
Q3 2023

Nov 06, 2023
SELL
$450.89 - $498.33 $96,941 - $107,140
-215 Reduced 1.66%
12,734 $5.81 Million
Q2 2023

Jul 31, 2023
SELL
$439.95 - $478.91 $288,607 - $314,164
-656 Reduced 4.82%
12,949 $6.2 Million
Q1 2023

May 09, 2023
BUY
$433.1 - $497.12 $1.02 Million - $1.17 Million
2,346 Added 20.84%
13,605 $6.24 Million
Q4 2022

Feb 13, 2023
SELL
$409.49 - $470.66 $756,328 - $869,309
-1,847 Reduced 14.09%
11,259 $4.99 Million
Q3 2022

Nov 14, 2022
BUY
$401.58 - $481.07 $177,096 - $212,151
441 Added 3.48%
13,106 $5.26 Million
Q2 2022

Aug 09, 2022
BUY
$402.57 - $493.76 $1.47 Million - $1.81 Million
3,663 Added 40.69%
12,665 $5.24 Million
Q1 2022

May 09, 2022
SELL
$459.24 - $521.7 $1.1 Million - $1.25 Million
-2,391 Reduced 20.99%
9,002 $4.42 Million
Q4 2021

Feb 14, 2022
SELL
$485.7 - $531.03 $1.46 Million - $1.6 Million
-3,008 Reduced 20.89%
11,393 $5.9 Million
Q3 2021

Nov 15, 2021
BUY
$468.36 - $506.04 $1.82 Million - $1.96 Million
3,881 Added 36.89%
14,401 $6.93 Million
Q2 2021

Aug 13, 2021
BUY
$475.11 - $504.81 $47,986 - $50,985
101 Added 0.97%
10,520 $5.17 Million
Q1 2021

May 17, 2021
BUY
$413.34 - $489.29 $544,368 - $644,394
1,317 Added 14.47%
10,419 $4.96 Million
Q4 2020

Feb 16, 2021
BUY
$343.51 - $421.75 $2.43 Million - $2.99 Million
7,084 Added 351.04%
9,102 $3.82 Million
Q3 2020

Nov 16, 2020
SELL
$318.46 - $358.67 $25,476 - $28,693
-80 Reduced 3.81%
2,018 $684,000
Q2 2020

Aug 14, 2020
SELL
$243.09 - $355.21 $2.32 Million - $3.39 Million
-9,532 Reduced 81.96%
2,098 $681,000
Q1 2020

May 12, 2020
BUY
$220.85 - $384.02 $2.11 Million - $3.66 Million
9,532 Added 454.34%
11,630 $3.06 Million
Q4 2019

Feb 14, 2020
BUY
$338.73 - $376.09 $52,164 - $57,917
154 Added 7.92%
2,098 $788,000
Q3 2019

Nov 12, 2019
BUY
$334.13 - $362.01 $100,239 - $108,603
300 Added 18.25%
1,944 $685,000
Q4 2018

Feb 14, 2019
BUY
$284.96 - $364.55 $468,474 - $599,320
1,644 New
1,644 $498,000

Others Institutions Holding MDY

# of Institutions
1,518
Shares Held
30M
Call Options Held
723K
Put Options Held
407K
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email