Bartlett & Co. Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,602 shares of MDYV stock, worth $138,589. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,602
Previous 1,598 0.25%
Holding current value
$138,589
Previous $117 Million 9.22%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$71.9 - $79.86 $287 - $319
4 Added 0.25%
1,602 $127 Million
Q2 2024

Jul 12, 2024
SELL
$70.34 - $76.15 $492 - $533
-7 Reduced 0.44%
1,598 $117 Million
Q1 2024

May 09, 2024
BUY
$70.29 - $76.0 $7,310 - $7,904
104 Added 6.93%
1,605 $122 Million
Q4 2023

Feb 14, 2024
BUY
$59.86 - $74.11 $179 - $222
3 Added 0.2%
1,501 $111 Million
Q3 2023

Feb 14, 2024
BUY
$63.95 - $71.85 $255 - $287
4 Added 0.27%
1,498 $97.1 Million
Q2 2023

Feb 14, 2024
BUY
$62.86 - $68.78 $251 - $275
4 Added 0.27%
1,494 $103 Million
Q1 2023

Feb 14, 2024
BUY
$62.53 - $74.6 $187 - $223
3 Added 0.2%
1,490 $98.5 Million
Q4 2022

Feb 14, 2024
BUY
$58.96 - $68.57 $81,482 - $94,763
1,382 Added 1316.19%
1,487 $96.2 Million
Q3 2022

Feb 14, 2024
BUY
$57.82 - $69.04 $6,013 - $7,180
104 Added 10400.0%
105 $6.07 Million
Q2 2021

Feb 13, 2024
BUY
$66.04 - $70.76 $66 - $70
1 New
1 $68,000

Others Institutions Holding MDYV

# of Institutions
372
Shares Held
27.5M
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email