Arkadios Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$66.5 - $72.84 $41,230 - $45,160	-620 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$64.04 - $69.55 $50,719 - $55,083	-792 Reduced 56.09%	620 $41,000
Q2 2021 Jul 28, 2021	SELL	$66.04 - $70.76 $20,670 - $22,147	-313 Reduced 18.14%	1,412 $95,000
Q1 2021 Apr 26, 2021	SELL	$54.52 - $67.74 $7,632 - $9,483	-140 Reduced 7.51%	1,725 $112,000
Q4 2020 Feb 09, 2021	BUY	$43.9 - $55.67 $56,762 - $71,981	1,293 Added 226.05%	1,865 $103,000
Q3 2020 Nov 10, 2020	BUY	$41.0 - $46.73 $41 - $46	1 Added 0.18%	572 $26.8 Million
Q2 2020 Aug 10, 2020	SELL	$32.45 - $48.54 $8,080 - $12,086	-249 Reduced 30.37%	571 $24.2 Million
Q1 2020 May 14, 2020	SELL	$29.7 - $55.41 $12,474 - $23,272	-420 Reduced 33.87%	820 $28.9 Million
Q4 2019 Feb 14, 2020	BUY	$48.98 - $55.16 $60,735 - $68,398	1,240 New	1,240 $0

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$511 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$112 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$93.7 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.5 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.7 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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