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

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 4,052 shares of MDYV stock, worth $337,207. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,052

Previous 4,194 3.39%

Holding current value

$337,207

Previous $333,000 2.7%

% of portfolio

0.14%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$78.43 - $87.17 $11,137 - $12,378	-142 Reduced 3.39%	4,052 $324,000
Q3 2024 Nov 13, 2024	BUY	$71.9 - $79.86 $862 - $958	12 Added 0.29%	4,194 $333,000
Q2 2024 Jul 30, 2024	SELL	$70.34 - $76.15 $8,018 - $8,681	-114 Reduced 2.65%	4,182 $305,000
Q1 2024 Apr 26, 2024	BUY	$70.29 - $76.0 $702 - $760	10 Added 0.23%	4,296 $326,000
Q4 2023 Feb 07, 2024	BUY	$59.86 - $74.11 $658 - $815	11 Added 0.26%	4,286 $314,000
Q3 2023 Nov 07, 2023	BUY	$63.95 - $71.85 $703 - $790	11 Added 0.26%	4,275 $277,000
Q1 2023 May 09, 2023	BUY	$62.53 - $74.6 $625 - $746	10 Added 0.24%	4,264 $281,000
Q4 2022 Feb 10, 2023	SELL	$58.96 - $68.57 $17,157 - $19,953	-291 Reduced 6.4%	4,254 $275,000
Q3 2022 Nov 09, 2022	BUY	$57.82 - $69.04 $18,444 - $22,023	319 Added 7.55%	4,545 $263,000
Q2 2022 Aug 08, 2022	BUY	$58.95 - $70.77 $884 - $1,061	15 Added 0.36%	4,226 $256,000
Q1 2022 May 03, 2022	BUY	$65.94 - $72.42 $24,859 - $27,302	377 Added 9.83%	4,211 $296,000
Q4 2021 Feb 14, 2022	BUY	$66.5 - $72.84 $997 - $1,092	15 Added 0.39%	3,834 $273,000
Q3 2021 Nov 12, 2021	SELL	$64.04 - $69.55 $192 - $208	-3 Reduced 0.08%	3,819 $253,000
Q2 2021 Aug 16, 2021	SELL	$66.04 - $70.76 $1,188 - $1,273	-18 Reduced 0.47%	3,822 $258,000
Q4 2020 Feb 16, 2021	BUY	$43.9 - $55.67 $168,576 - $213,772	3,840 New	3,840 $213,000
Q1 2020 May 13, 2020	SELL	$29.7 - $55.41 $118,740 - $221,529	-3,998 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$48.98 - $55.16 $1,028 - $1,158	21 Added 0.53%	3,998 $216,000
Q3 2019 Nov 21, 2019	BUY	$50.75 - $52.31 $201,832 - $208,036	3,977 New	3,977 $211,000
Q2 2019 Aug 14, 2019	SELL	N/A	-5,911 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	221 Added 3.88%	5,911 $311,000
Q4 2018 Feb 04, 2019	SELL	N/A	-689 Reduced 10.8%	5,690 $266,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,330 Added 26.34%	6,379 $317,000
Q2 2018 Aug 10, 2018	BUY	N/A	2,669 Added 112.14%	5,049 $263,000
Q1 2018 May 14, 2018	SELL	N/A	-143 Reduced 5.67%	2,380 $240,000
Q4 2017 Feb 14, 2018	BUY	N/A	2,523	2,523 $262,000

Others Institutions Holding MDYV

# of Institutions

386

Shares Held

28.6M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Industry ETFs

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