Advisor Os, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Advisor Os, LLC holds 3,545 shares of MDYV stock, worth $281,933. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,545

Holding current value

$281,933

% of portfolio

0.03%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$75.47 - $84.24 $267,541 - $298,630	3,545 New	3,545 $273,000
Q1 2023 Apr 24, 2023	SELL	$62.53 - $74.6 $45,146 - $53,861	-722 Reduced 16.61%	3,626 $239,000
Q4 2022 Jan 31, 2023	BUY	$58.96 - $68.57 $256,358 - $298,142	4,348 New	4,348 $281,000

Others Institutions Holding MDYV

# of Institutions

416

Shares Held

25.2M

Call Options Held

200

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

2.27M
Shares

$181 Million
0.32% of portfolio
North Rock Partners, LLC

1.37M
Shares

$109 Million
3.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$103 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

1.14M
Shares

$90.4 Million
0.04% of portfolio
Morgan Stanley New York, NY

724K
Shares

$57.6 Million
0.0% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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