Bank Of Montreal Spdr S&P 400 Mid Cap Value ETF Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$59.86 - $74.11 $194,245 - $240,486	3,245 Added 3245.0%	3,345 $245,000
Q2 2023 Aug 02, 2023	BUY	$62.86 - $68.78 $6,286 - $6,878	100 New	100 $6,000
Q1 2023 Jun 13, 2024	BUY	$62.53 - $74.6 $6,253 - $7,459	100 New	100 $6,000

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$511 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$112 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$93.7 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.5 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.7 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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