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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,533 shares of MDYV stock, worth $2.51 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
31,533
Previous 32,519 3.03%
Holding current value
$2.51 Million
Previous $2.51 Billion 0.04%
% of portfolio
0.2%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$66.87 - $79.47 $65,933 - $78,357
-986 Reduced 3.03%
31,533 $2.5 Billion
Q1 2025

Jul 25, 2025
BUY
$75.47 - $84.24 $74,413 - $83,060
986 Added 3.13%
32,519 $2.51 Billion
Q1 2025

Apr 21, 2025
BUY
$75.47 - $84.24 $259,314 - $289,448
3,436 Added 11.81%
32,519 $2.51 Billion
Q4 2024

Jan 22, 2025
BUY
$78.43 - $87.17 $2.28 Million - $2.54 Million
29,083 New
29,083 $2.33 Billion

Others Institutions Holding MDYV

# of Institutions
418
Shares Held
25.1M
Call Options Held
0
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
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