Avantax Advisory Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 104,770 shares of MDYV stock, worth $8.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

104,770

Previous 88,008 19.05%

Holding current value

$8.8 Million

Previous $6.78 Million 22.71%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$66.87 - $79.47 $1.12 Million - $1.33 Million	16,762 Added 19.05%	104,770 $8.32 Million
Q1 2025 May 06, 2025	BUY	$75.47 - $84.24 $291,767 - $325,671	3,866 Added 4.59%	88,008 $6.78 Million
Q4 2024 Feb 07, 2025	SELL	$78.43 - $87.17 $1.7 Million - $1.89 Million	-21,729 Reduced 20.52%	84,142 $6.75 Million
Q3 2024 Nov 13, 2024	BUY	$71.9 - $79.86 $2.67 Million - $2.96 Million	37,095 Added 53.94%	105,871 $8.41 Million
Q2 2024 Aug 09, 2024	BUY	$70.34 - $76.15 $4.64 Million - $5.03 Million	66,022 Added 2397.31%	68,776 $5.02 Million
Q1 2024 May 08, 2024	SELL	$70.29 - $76.0 $40,838 - $44,156	-581 Reduced 17.42%	2,754 $209,000
Q4 2023 Feb 07, 2024	BUY	$59.86 - $74.11 $199,633 - $247,156	3,335 New	3,335 $244,000
Q2 2022 Aug 02, 2022	SELL	$58.95 - $70.77 $277,065 - $332,619	-4,700 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$65.94 - $72.42 $309,918 - $340,374	4,700 New	4,700 $330,000

Others Institutions Holding MDYV

# of Institutions

417

Shares Held

25M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History