A detailed history of Western Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Western Wealth Management, LLC holds 1,177 shares of MDY stock, worth $718,805. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,177
Previous 1,152 2.17%
Holding current value
$718,805
Previous $616,000 8.77%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$523.84 - $572.02 $13,096 - $14,300
25 Added 2.17%
1,177 $670,000
Q2 2024

Jul 19, 2024

SELL
$516.55 - $556.17 $4,132 - $4,449
-8 Reduced 0.69%
1,152 $616,000
Q1 2024

May 02, 2024

SELL
$491.35 - $556.4 $4,913 - $5,564
-10 Reduced 0.85%
1,160 $645,000
Q3 2023

Nov 07, 2023

SELL
$450.89 - $498.33 $28,406 - $31,394
-63 Reduced 5.11%
1,170 $534,000
Q4 2022

Feb 02, 2023

SELL
$409.49 - $470.66 $509,405 - $585,501
-1,244 Reduced 50.22%
1,233 $545,000
Q3 2022

Nov 04, 2022

SELL
$401.58 - $481.07 $803 - $962
-2 Reduced 0.08%
2,477 $993,000
Q1 2022

May 10, 2022

BUY
$459.24 - $521.7 $556,139 - $631,778
1,211 Added 95.5%
2,479 $1.22 Million
Q4 2021

Feb 14, 2022

SELL
$485.7 - $531.03 $28,170 - $30,799
-58 Reduced 4.37%
1,268 $658,000
Q2 2021

Aug 09, 2021

BUY
$475.11 - $504.81 $27,081 - $28,774
57 Added 4.49%
1,326 $650,000
Q1 2021

May 14, 2021

SELL
$413.34 - $489.29 $388,539 - $459,932
-940 Reduced 42.55%
1,269 $604,000
Q4 2020

Feb 10, 2021

SELL
$343.51 - $421.75 $47,404 - $58,201
-138 Reduced 5.88%
2,209 $927,000
Q3 2020

Oct 27, 2020

SELL
$318.46 - $358.67 $283,429 - $319,216
-890 Reduced 27.49%
2,347 $795,000
Q2 2020

Jul 20, 2020

BUY
$243.09 - $355.21 $420,302 - $614,158
1,729 Added 114.66%
3,237 $1.05 Million
Q1 2020

Apr 27, 2020

SELL
$220.85 - $384.02 $23,851 - $41,474
-108 Reduced 6.68%
1,508 $397,000
Q4 2019

Feb 10, 2020

BUY
$338.73 - $376.09 $159,541 - $177,138
471 Added 41.14%
1,616 $607,000
Q3 2019

Nov 08, 2019

BUY
$334.13 - $362.01 $334 - $362
1 Added 0.09%
1,145 $404,000
Q2 2019

Aug 06, 2019

SELL
$330.13 - $361.02 $4,951 - $5,415
-15 Reduced 1.29%
1,144 $404,000
Q1 2019

May 10, 2019

SELL
$296.63 - $352.26 $54,579 - $64,815
-184 Reduced 13.7%
1,159 $402,000
Q4 2018

Feb 15, 2019

BUY
$284.96 - $364.55 $382,701 - $489,590
1,343 New
1,343 $409,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.