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

Balanced Wealth Group LLC

$273 Billion
Q4 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 156,582 shares of MDYV stock, worth $12.8 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares

156,582

Previous 151,703 3.22%

Holding current value

$12.8 Million

Previous $12.3 Billion 6.9%

% of portfolio

4.8%

Previous 5.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$80.59 - $84.32 $393,198 - $411,397	4,879 Added 3.22%	156,582 $13.1 Billion
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

413

Shares Held

24.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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