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

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 24,909 shares of MDY stock, worth $14.7 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
24,909
Previous 25,690 3.04%
Holding current value
$14.7 Million
Previous $13.7 Billion 3.23%
% of portfolio
1.69%
Previous 1.87%

Shares

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

Nov 13, 2024
SELL
$523.84 - $572.02 $409,119 - $446,747
-781 Reduced 3.04%
24,909 $14.2 Billion
Q2 2024

Aug 12, 2024
SELL
$516.55 - $556.17 $418,405 - $450,497
-810 Reduced 3.06%
25,690 $13.7 Billion
Q1 2024

May 01, 2024
SELL
$491.35 - $556.4 $861,827 - $975,925
-1,754 Reduced 6.21%
26,500 $14.7 Billion
Q4 2023

Feb 13, 2024
SELL
$425.08 - $512.6 $188,735 - $227,594
-444 Reduced 1.55%
28,254 $14.3 Billion
Q3 2023

Nov 14, 2023
SELL
$450.89 - $498.33 $60,870 - $67,274
-135 Reduced 0.47%
28,698 $13.1 Billion
Q2 2023

Aug 11, 2023
SELL
$439.95 - $478.91 $637,047 - $693,461
-1,448 Reduced 4.78%
28,833 $13.8 Billion
Q1 2023

May 12, 2023
SELL
$433.1 - $497.12 $366,835 - $421,060
-847 Reduced 2.72%
30,281 $13.9 Billion
Q4 2022

Feb 13, 2023
BUY
$409.49 - $470.66 $142,502 - $163,789
348 Added 1.13%
31,128 $13.8 Million
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $493,943 - $591,716
-1,230 Reduced 3.84%
30,780 $12.4 Million
Q2 2022

Aug 12, 2022
SELL
$402.57 - $493.76 $3.06 Million - $3.75 Million
-7,600 Reduced 19.19%
32,010 $13.2 Million
Q1 2022

May 10, 2022
SELL
$459.24 - $521.7 $2.98 Million - $3.39 Million
-6,499 Reduced 14.09%
39,610 $19.4 Million
Q4 2021

Jan 03, 2022
SELL
$485.7 - $531.03 $28,656 - $31,330
-59 Reduced 0.13%
46,109 $23.9 Million
Q3 2021

Nov 12, 2021
SELL
$468.36 - $506.04 $827,123 - $893,666
-1,766 Reduced 3.68%
46,168 $22.2 Million
Q2 2021

Aug 13, 2021
SELL
$475.11 - $504.81 $5.74 Million - $6.1 Million
-12,078 Reduced 20.13%
47,934 $23.5 Million
Q1 2021

May 17, 2021
BUY
$413.34 - $489.29 $4.07 Million - $4.82 Million
9,857 Added 19.65%
60,012 $15.8 Million
Q4 2020

Feb 16, 2021
SELL
$343.51 - $421.75 $1.46 Million - $1.8 Million
-4,258 Reduced 7.83%
50,155 $21.1 Million
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $951,558 - $1.07 Million
-2,988 Reduced 5.21%
54,413 $18.4 Million
Q2 2020

Aug 14, 2020
SELL
$243.09 - $355.21 $634,707 - $927,453
-2,611 Reduced 4.35%
57,401 $18.6 Million
Q1 2020

May 14, 2020
BUY
$220.85 - $384.02 $13.3 Million - $23 Million
60,012 New
60,012 $15.8 Million

Others Institutions Holding MDY

# of Institutions
1,447
Shares Held
27.4M
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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