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

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 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 834,328 shares of MDYV stock, worth $68.3 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
834,328
Previous 472,930 76.42%
Holding current value
$68.3 Million
Previous $37.6 Million 85.26%
% of portfolio
2.02%
Previous 1.21%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$78.88 - $85.2 $28.5 Million - $30.8 Million
361,398 Added 76.42%
834,328 $69.6 Million
Q2 2025

Aug 11, 2025
BUY
$66.87 - $79.47 $4.06 Million - $4.83 Million
60,788 Added 14.75%
472,930 $37.6 Million
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
412
Shares Held
24.5M
Call Options Held
0
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
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