Bip Wealth, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 2,802 shares of MDYV stock, worth $220,097. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,802

Holding current value

$220,097

% of portfolio

0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$78.43 - $87.17 $219,760 - $244,250	2,802 New	2,802 $225 Million
Q4 2023 Feb 02, 2024	SELL	$59.86 - $74.11 $38,849 - $48,097	-649 Reduced 16.94%	3,182 $233 Million
Q3 2023 Nov 09, 2023	SELL	$63.95 - $71.85 $44,509 - $50,007	-696 Reduced 15.37%	3,831 $248 Million
Q2 2023 Jul 27, 2023	SELL	$62.86 - $68.78 $8,548 - $9,354	-136 Reduced 2.92%	4,527 $311 Million
Q1 2023 May 10, 2023	BUY	$62.53 - $74.6 $291,577 - $347,859	4,663 New	4,663 $308 Million

Others Institutions Holding MDYV

# of Institutions

404

Shares Held

31.8M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$499 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.34M
Shares

$105 Million
0.23% of portfolio
North Rock Partners, LLC

1.33M
Shares

$104 Million
3.51% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$87.2 Million
0.04% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1M
Shares

$78.6 Million
0.01% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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