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

Balanced Wealth Group LLC

$223 Billion
Q4 2024

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 142,887 shares of MDYV stock, worth $11.5 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

142,887

Previous 134,734 6.05%

Holding current value

$11.5 Million

Previous $10.6 Billion 11.28%

% of portfolio

5.31%

Previous 4.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

402

Shares Held

31.8M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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