Youngs Advisory Group, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Youngs Advisory Group, Inc.

$223 Million
Q1 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 26,081 shares of MDY stock, worth $13.9 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares

26,081

Previous 25,356 2.86%

Holding current value

$13.9 Million

Previous $12.9 Million 12.79%

% of portfolio

6.5%

Previous 6.45%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$491.35 - $556.4 $356,228 - $403,390	725 Added 2.86%	26,081 $14.5 Million
Q4 2023 Jan 31, 2024	BUY	$425.08 - $512.6 $142,826 - $172,233	336 Added 1.34%	25,356 $12.9 Million
Q3 2023 Nov 02, 2023	BUY	$450.89 - $498.33 $133,012 - $147,007	295 Added 1.19%	25,020 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$439.95 - $478.91 $28,596 - $31,129	65 Added 0.26%	24,725 $11.8 Million
Q1 2023 May 02, 2023	BUY	$433.1 - $497.12 $5,630 - $6,462	13 Added 0.05%	24,660 $11.3 Million

Q4 2022 Jan 25, 2023	SELL	$409.49 - $470.66 $221,124 - $254,156	-540 Reduced 2.14%	24,647 $0
Q3 2022 Oct 18, 2022	BUY	$401.58 - $481.07 $65,457 - $78,414	163 Added 0.65%	25,187 $10.1 Million
Q2 2022 Jul 13, 2022	BUY	$402.57 - $493.76 $319,238 - $391,551	793 Added 3.27%	25,024 $10.3 Million
Q1 2022 Apr 29, 2022	BUY	$459.24 - $521.7 $22,962 - $26,085	50 Added 0.21%	24,231 $11.9 Million
Q4 2021 Jan 26, 2022	BUY	$485.7 - $531.03 $467,243 - $510,850	962 Added 4.14%	24,181 $12.5 Million
Q3 2021 Oct 15, 2021	BUY	$468.36 - $506.04 $1.64 Million - $1.77 Million	3,491 Added 17.7%	23,219 $11.2 Million
Q2 2021 Jul 21, 2021	BUY	$475.11 - $504.81 $224,251 - $238,270	472 Added 2.45%	19,728 $9.69 Million
Q1 2021 Apr 14, 2021	SELL	$413.34 - $489.29 $269,084 - $318,527	-651 Reduced 3.27%	19,256 $9.17 Million
Q4 2020 Jan 19, 2021	SELL	$343.51 - $421.75 $239,769 - $294,381	-698 Reduced 3.39%	19,907 $8.36 Million
Q3 2020 Oct 22, 2020	SELL	$318.46 - $358.67 $295,849 - $333,204	-929 Reduced 4.31%	20,605 $6.98 Million
Q2 2020 Jul 28, 2020	SELL	$243.09 - $355.21 $4.52 Million - $6.61 Million	-18,599 Reduced 46.34%	21,534 $6.99 Million
Q1 2020 Apr 28, 2020	BUY	$220.85 - $384.02 $23,189 - $40,322	105 Added 0.26%	40,133 $10.6 Million
Q4 2019 Feb 04, 2020	SELL	$338.73 - $376.09 $123,636 - $137,272	-365 Reduced 0.9%	40,028 $15 Million
Q3 2019 Oct 29, 2019	SELL	$334.13 - $362.01 $57,804 - $62,627	-173 Reduced 0.43%	40,393 $14.2 Million
Q2 2019 Jul 16, 2019	SELL	$330.13 - $361.02 $203,690 - $222,749	-617 Reduced 1.5%	40,566 $14.4 Million
Q1 2019 Apr 30, 2019	SELL	$296.63 - $352.26 $515,839 - $612,580	-1,739 Reduced 4.05%	41,183 $14.2 Million
Q4 2018 Feb 12, 2019	BUY	$284.96 - $364.55 $300,062 - $383,871	1,053 Added 2.51%	42,922 $13 Million
Q3 2018 Nov 01, 2018	SELL	$355.06 - $373.52 $29,114 - $30,628	-82 Reduced 0.2%	41,869 $15.4 Million
Q2 2018 Aug 07, 2018	BUY	$333.64 - $365.14 $136,792 - $149,707	410 Added 0.99%	41,951 $14.9 Million
Q1 2018 Apr 24, 2018	BUY	$327.4 - $362.51 $3.17 Million - $3.51 Million	9,694 Added 30.44%	41,541 $14.2 Million
Q4 2017 Jan 24, 2018	BUY	$329.2 - $347.26 $333,150 - $351,427	1,012 Added 3.28%	31,847 $11 Million
Q3 2017 Oct 24, 2017	BUY	$308.35 - $326.33 $9.51 Million - $10.1 Million	30,835	30,835 $10.1 Million

Others Institutions Holding MDY

# of Institutions

1,373

Shares Held

26.6M

Call Options Held

222K

Put Options Held

327K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Youngs Advisory Group, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History