Annapolis Financial Services, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 49,866 shares of MDYV stock, worth $4.14 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
49,866
Previous 49,748 0.24%
Holding current value
$4.14 Million
Previous $3.63 Million 9.21%
% of portfolio
1.23%
Previous 1.22%

Shares

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

Oct 16, 2024
BUY
$71.9 - $79.86 $8,484 - $9,423
118 Added 0.24%
49,866 $3.96 Million
Q2 2024

Jul 17, 2024
BUY
$70.34 - $76.15 $1,336 - $1,446
19 Added 0.04%
49,748 $3.63 Million
Q1 2024

Apr 17, 2024
BUY
$70.29 - $76.0 $3,444 - $3,724
49 Added 0.1%
49,729 $3.78 Million
Q4 2023

Jan 31, 2024
SELL
$59.86 - $74.11 $140,072 - $173,417
-2,340 Reduced 4.5%
49,680 $3.65 Million
Q3 2023

Oct 30, 2023
BUY
$63.95 - $71.85 $3,645 - $4,095
57 Added 0.11%
52,020 $3.37 Million
Q2 2023

Jul 18, 2023
BUY
$62.86 - $68.78 $3,960 - $4,333
63 Added 0.12%
51,963 $3.57 Million
Q1 2023

Apr 17, 2023
SELL
$62.53 - $74.6 $33,578 - $40,060
-537 Reduced 1.02%
51,900 $3.43 Million
Q4 2022

Jan 20, 2023
BUY
$58.96 - $68.57 $3,773 - $4,388
64 Added 0.12%
52,437 $0
Q3 2022

Oct 21, 2022
SELL
$57.82 - $69.04 $19,890 - $23,749
-344 Reduced 0.65%
52,373 $3.03 Million
Q2 2022

Jul 22, 2022
BUY
$58.95 - $70.77 $37,374 - $44,868
634 Added 1.22%
52,717 $3.19 Million
Q1 2022

Apr 29, 2022
SELL
$65.94 - $72.42 $41,278 - $45,334
-626 Reduced 1.19%
52,083 $3.67 Million
Q4 2021

Feb 11, 2022
BUY
$66.5 - $72.84 $4,522 - $4,953
68 Added 0.13%
52,709 $3.75 Million
Q3 2021

Nov 09, 2021
SELL
$64.04 - $69.55 $22,798 - $24,759
-356 Reduced 0.67%
52,641 $3.49 Million
Q2 2021

Aug 04, 2021
SELL
$66.04 - $70.76 $29,321 - $31,417
-444 Reduced 0.83%
52,997 $3.58 Million
Q1 2021

May 06, 2021
BUY
$54.52 - $67.74 $3,271 - $4,064
60 Added 0.11%
53,441 $3.5 Million
Q4 2020

Feb 11, 2021
BUY
$43.9 - $55.67 $2.34 Million - $2.97 Million
53,381 New
53,381 $2.96 Million

Others Institutions Holding MDYV

# of Institutions
371
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 Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, 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 Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email