Bip Wealth, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 2,802 shares of MDYV stock, worth $226,121. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,802

Holding current value

$226,121

% of portfolio

0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$78.43 - $87.17 $219,760 - $244,250	2,802 New	2,802 $225 Million
Q4 2023 Feb 02, 2024	SELL	$59.86 - $74.11 $38,849 - $48,097	-649 Reduced 16.94%	3,182 $233 Million
Q3 2023 Nov 09, 2023	SELL	$63.95 - $71.85 $44,509 - $50,007	-696 Reduced 15.37%	3,831 $248 Million
Q2 2023 Jul 27, 2023	SELL	$62.86 - $68.78 $8,548 - $9,354	-136 Reduced 2.92%	4,527 $311 Million
Q1 2023 May 10, 2023	BUY	$62.53 - $74.6 $291,577 - $347,859	4,663 New	4,663 $308 Million

Others Institutions Holding MDYV

# of Institutions

402

Shares Held

31.8M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$513 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.34M
Shares

$108 Million
0.23% of portfolio
North Rock Partners, LLC

1.33M
Shares

$107 Million
3.51% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$89.6 Million
0.04% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1M
Shares

$80.7 Million
0.01% of portfolio

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 Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account