Burt Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 4,985 shares of MDYV stock, worth $398,102. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,985

Previous 4,947 0.77%

Holding current value

$398,102

Previous $360,000 10.0%

% of portfolio

0.1%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$71.9 - $79.86 $2,732 - $3,034	38 Added 0.77%	4,985 $396,000
Q2 2024 Jul 16, 2024	SELL	$70.34 - $76.15 $38,827 - $42,034	-552 Reduced 10.04%	4,947 $360,000
Q1 2024 Apr 18, 2024	BUY	$70.29 - $76.0 $40,557 - $43,852	577 Added 11.72%	5,499 $417,000
Q4 2023 Feb 01, 2024	SELL	$59.86 - $74.11 $26,817 - $33,201	-448 Reduced 8.34%	4,922 $361,000
Q2 2023 Jul 18, 2023	BUY	$62.86 - $68.78 $7,228 - $7,909	115 Added 2.19%	5,370 $369,000
Q1 2022 Apr 19, 2022	BUY	$65.94 - $72.42 $2,901 - $3,186	44 Added 0.84%	5,255 $370,000
Q4 2021 Jan 13, 2022	SELL	$66.5 - $72.84 $22,477 - $24,619	-338 Reduced 6.09%	5,211 $371,000
Q3 2021 Oct 06, 2021	SELL	$64.04 - $69.55 $5,123 - $5,564	-80 Reduced 1.42%	5,549 $368,000
Q2 2021 Jul 14, 2021	SELL	$66.04 - $70.76 $6,604 - $7,076	-100 Reduced 1.75%	5,629 $380,000
Q1 2021 Apr 15, 2021	SELL	$54.52 - $67.74 $6,760 - $8,399	-124 Reduced 2.12%	5,729 $375,000
Q4 2020 Feb 11, 2021	SELL	$43.9 - $55.67 $15,277 - $19,373	-348 Reduced 5.61%	5,853 $325,000
Q3 2020 Nov 10, 2020	SELL	$41.0 - $46.73 $17,835 - $20,327	-435 Reduced 6.56%	6,201 $269,000
Q2 2020 Aug 05, 2020	SELL	$32.45 - $48.54 $6,490 - $9,708	-200 Reduced 2.93%	6,636 $283,000
Q1 2020 Apr 29, 2020	SELL	$29.7 - $55.41 $17,226 - $32,137	-580 Reduced 7.82%	6,836 $241,000
Q4 2019 Jan 29, 2020	SELL	$48.98 - $55.16 $13,567 - $15,279	-277 Reduced 3.6%	7,416 $406,000
Q3 2019 Oct 31, 2019	SELL	$50.75 - $52.31 $67,091 - $69,153	-1,322 Reduced 14.66%	7,693 $395,000
Q2 2019 Aug 05, 2019	SELL	N/A	-133 Reduced 1.45%	9,015 $463,000
Q1 2019 Apr 24, 2019	SELL	N/A	-13,412 Reduced 59.45%	9,148 $461,000
Q4 2018 Feb 08, 2019	BUY	N/A	13,307 Added 143.81%	22,560 $1 Million
Q3 2018 Oct 30, 2018	BUY	N/A	317 Added 3.55%	9,253 $497,000
Q2 2018 Jul 27, 2018	BUY	N/A	4,433 Added 98.45%	8,936 $465,000
Q1 2018 Apr 24, 2018	BUY	N/A	10 Added 0.22%	4,503 $448,000
Q4 2017 Jan 30, 2018	SELL	N/A	-112 Reduced 2.43%	4,493 $462,000
Q3 2017 Nov 09, 2017	SELL	N/A	-280 Reduced 5.73%	4,605 $456,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,885	4,885 $470,000

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

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

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Burt Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History