Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 151,703 shares of MDYV stock, worth $12.4 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares

151,703

Previous 152,171 0.31%

Holding current value

$12.4 Million

Previous $12.2 Billion 0.49%

% of portfolio

5.39%

Previous 5.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$78.88 - $85.2 $36,915 - $39,873	-468 Reduced 0.31%	151,703 $12.3 Billion
Q2 2025 Aug 13, 2025	BUY	$66.87 - $79.47 $710,092 - $843,891	10,619 Added 7.5%	152,171 $12.2 Billion
Q1 2025 Apr 15, 2025	SELL	$75.47 - $84.24 $100,752 - $112,460	-1,335 Reduced 0.93%	141,552 $10.9 Billion
Q4 2024 Feb 10, 2025	BUY	$78.43 - $87.17 $639,439 - $710,697	8,153 Added 6.05%	142,887 $11.8 Billion
Q3 2024 Oct 28, 2024	SELL	$71.9 - $79.86 $8.14 Million - $9.04 Million	-113,153 Reduced 45.65%	134,734 $10.6 Billion

Q2 2024 Aug 13, 2024	BUY	$70.34 - $76.15 $948,605 - $1.03 Million	13,486 Added 5.75%	247,887 $9.24 Billion
Q1 2024 May 13, 2024	BUY	$70.29 - $76.0 $13.5 Million - $14.6 Million	192,575 Added 460.42%	234,401 $8.55 Billion
Q4 2023 Feb 06, 2024	BUY	$59.86 - $74.11 $2.5 Million - $3.1 Million	41,826 New	41,826 $3.07 Billion

Others Institutions Holding MDYV

# of Institutions

412

Shares Held

24.5M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF Transaction History