Adams Wealth Management Spdr S&P 400 Mid Cap Value ETF Transaction History

Adams Wealth Management

$474 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	$29.7 - $55.41 $413,483 - $771,418	-13,922 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$48.98 - $55.16 $681,899 - $767,937	13,922 New	13,922 $763,000

Others Institutions Holding MDYV

# of Institutions

418

Shares Held

25.1M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

2.27M
Shares

$192 Million
0.32% of portfolio
North Rock Partners, LLC

1.37M
Shares

$115 Million
3.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$109 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$91.2 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

842K
Shares

$71 Million
0.07% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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