Avantax Planning Partners, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 412,142 shares of MDYV stock, worth $30.3 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

412,142

Previous 338,411 21.79%

Holding current value

$30.3 Million

Previous $27.1 Million 17.0%

% of portfolio

1.13%

Previous 0.98%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$75.47 - $84.24 $5.56 Million - $6.21 Million	73,731 Added 21.79%	412,142 $31.8 Million
Q4 2024 Feb 07, 2025	BUY	$78.43 - $87.17 $4.46 Million - $4.95 Million	56,825 Added 20.18%	338,411 $27.1 Million
Q3 2024 Nov 13, 2024	BUY	$71.9 - $79.86 $904,070 - $1 Million	12,574 Added 4.67%	281,586 $22.4 Million
Q2 2024 Aug 09, 2024	BUY	$70.34 - $76.15 $16.3 Million - $17.6 Million	231,488 Added 616.91%	269,012 $19.6 Million
Q1 2024 May 02, 2024	SELL	$70.29 - $76.0 $99,319 - $107,388	-1,413 Reduced 3.63%	37,524 $2.85 Million
Q4 2023 Feb 09, 2024	BUY	$59.86 - $74.11 $34,718 - $42,983	580 Added 1.51%	38,937 $2.86 Million
Q3 2023 Nov 03, 2023	SELL	$63.95 - $71.85 $46,491 - $52,234	-727 Reduced 1.86%	38,357 $2.49 Million
Q2 2023 Jul 17, 2023	SELL	$62.86 - $68.78 $131,188 - $143,543	-2,087 Reduced 5.07%	39,084 $2.69 Million
Q1 2023 Apr 20, 2023	BUY	$62.53 - $74.6 $67,219 - $80,195	1,075 Added 2.68%	41,171 $2.72 Million
Q4 2022 Feb 09, 2023	BUY	$58.96 - $68.57 $13,560 - $15,771	230 Added 0.58%	40,096 $2.6 Million
Q3 2022 Oct 14, 2022	SELL	$57.82 - $69.04 $23,070 - $27,546	-399 Reduced 0.99%	39,866 $2.31 Million
Q2 2022 Jul 18, 2022	BUY	$58.95 - $70.77 $181,212 - $217,546	3,074 Added 8.27%	40,265 $2.44 Million
Q1 2022 May 09, 2022	SELL	$65.94 - $72.42 $31,585 - $34,689	-479 Reduced 1.27%	37,191 $2.62 Million
Q4 2021 Jan 28, 2022	SELL	$66.5 - $72.84 $58,453 - $64,026	-879 Reduced 2.28%	37,670 $2.68 Million
Q3 2021 Oct 27, 2021	SELL	$64.04 - $69.55 $48,030 - $52,162	-750 Reduced 1.91%	38,549 $2.55 Million
Q2 2021 Aug 10, 2021	SELL	$66.04 - $70.76 $5.42 Million - $5.81 Million	-82,048 Reduced 67.61%	39,299 $2.65 Million
Q1 2021 May 06, 2021	SELL	$54.52 - $67.74 $536,749 - $666,900	-9,845 Reduced 7.5%	121,347 $7.94 Million
Q4 2020 Feb 04, 2021	SELL	$43.9 - $55.67 $480,178 - $608,918	-10,938 Reduced 7.7%	131,192 $7.28 Million
Q3 2020 Oct 28, 2020	SELL	$41.0 - $46.73 $3.72 Million - $4.24 Million	-90,692 Reduced 38.95%	142,130 $6.17 Million
Q2 2020 Jul 15, 2020	BUY	$32.45 - $48.54 $1.83 Million - $2.74 Million	56,429 Added 31.99%	232,822 $9.93 Million
Q1 2020 Apr 27, 2020	BUY	$29.7 - $55.41 $1.61 Million - $3 Million	54,205 Added 44.36%	176,393 $6.22 Million
Q4 2019 Jan 15, 2020	BUY	$48.98 - $55.16 $721,965 - $813,058	14,740 Added 13.72%	122,188 $6.69 Million
Q3 2019 Nov 08, 2019	BUY	$50.75 - $52.31 $373,469 - $384,949	7,359 Added 7.35%	107,448 $5.51 Million
Q2 2019 Aug 07, 2019	BUY	N/A	16,069 Added 19.13%	100,089 $5.12 Million
Q1 2019 May 08, 2019	BUY	N/A	17,940 Added 27.15%	84,020 $4.23 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-7,467 Reduced 10.15%	66,080 $2.93 Million
Q3 2018 Nov 13, 2018	BUY	N/A	5,195 Added 7.6%	73,547 $3.95 Million
Q2 2018 Aug 13, 2018	BUY	N/A	33,721 Added 97.37%	68,352 $3.56 Million
Q1 2018 May 15, 2018	BUY	N/A	9,335 Added 36.9%	34,631 $3.45 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-1,077 Reduced 4.08%	25,296 $2.6 Million
Q3 2017 Oct 19, 2017	BUY	N/A	26,373	26,373 $2.61 Million

Others Institutions Holding MDYV

# of Institutions

404

Shares Held

27.6M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Avantax Planning Partners, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History