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

Rockwood Wealth Management, LLC

$909 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	SELL	$59.86 - $74.11 $11,253 - $13,932	-188 Reduced 5.64%	3,147 $231 Million
Q3 2023 Oct 10, 2023	SELL	$63.95 - $71.85 $73,030 - $82,052	-1,142 Reduced 25.51%	3,335 $216 Million
Q2 2023 Jul 20, 2023	SELL	$62.86 - $68.78 $4,463 - $4,883	-71 Reduced 1.56%	4,477 $308 Million
Q1 2023 Jul 20, 2023	SELL	$62.53 - $74.6 $12,068 - $14,397	-193 Reduced 4.07%	4,548 $301 Million
Q4 2022 Jul 20, 2023	SELL	$58.96 - $68.57 $18,867 - $21,942	-320 Reduced 6.32%	4,741 $307 Million
Q3 2022 Jul 20, 2023	BUY	$57.82 - $69.04 $693 - $828	12 Added 0.24%	5,061 $293 Million
Q2 2022 Jul 20, 2023	SELL	$58.95 - $70.77 $97,267 - $116,770	-1,650 Reduced 24.63%	5,049 $305 Million
Q1 2022 Jul 20, 2023	SELL	$65.94 - $72.42 $59,016 - $64,815	-895 Reduced 11.79%	6,699 $471 Million
Q4 2021 Jul 20, 2023	BUY	$66.5 - $72.84 $505,001 - $553,146	7,594 New	7,594 $540 Million

Others Institutions Holding MDYV

# of Institutions

358

Shares Held

27M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$475 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$137 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$96.7 Million
0.04% of portfolio
Lutz Financial Services LLC

676K
Shares

$54.3 Million
4.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$47.5 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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