Strategic Financial Concepts, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 474,303 shares of MDYV stock, worth $38.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
474,303
Previous 5,919 7913.23%
Holding current value
$38.9 Million
Previous $470 Million 2.19%
% of portfolio
0.09%
Previous 0.15%

Shares

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

Jan 30, 2025
SELL
$78.43 - $87.17 $36.7 Million - $40.8 Million
-468,310 Reduced 98.74%
5,993 $481 Million
Q4 2024

Jan 27, 2025
BUY
$78.43 - $87.17 $36.7 Million - $40.8 Million
468,384 Added 7913.23%
474,303 $481 Million
Q3 2024

Nov 12, 2024
SELL
$71.9 - $79.86 $33.3 Million - $37 Million
-463,752 Reduced 98.74%
5,919 $470 Million
Q2 2024

Aug 06, 2024
BUY
$70.34 - $76.15 $32.6 Million - $35.3 Million
463,707 Added 7775.1%
469,671 $11.8 Million
Q1 2024

Apr 22, 2024
BUY
$70.29 - $76.0 $419,209 - $453,264
5,964 New
5,964 $453 Million
Q3 2023

Nov 07, 2023
BUY
$63.95 - $71.85 $112,424 - $126,312
1,758 Added 44.7%
5,691 $369 Million
Q2 2023

Sep 06, 2023
BUY
$62.86 - $68.78 $8,737 - $9,560
139 Added 3.66%
3,933 $271 Million
Q1 2023

Sep 06, 2023
BUY
$62.53 - $74.6 $237,238 - $283,032
3,794 New
3,794 $251 Million

Others Institutions Holding MDYV

# of Institutions
387
Shares Held
28.7M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email