C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$70.34 - $76.15 $54,091 - $58,559	-769 Reduced 19.4%	3,194 $233 Million
Q1 2024 May 03, 2024	BUY	$70.29 - $76.0 $20,946 - $22,648	298 Added 8.13%	3,963 $301 Million
Q4 2023 Feb 12, 2024	BUY	$59.86 - $74.11 $12,331 - $15,266	206 Added 5.96%	3,665 $269 Million
Q3 2023 Nov 02, 2023	SELL	$63.95 - $71.85 $9,720 - $10,921	-152 Reduced 4.21%	3,459 $224 Million
Q2 2023 Jul 21, 2023	BUY	$62.86 - $68.78 $1,822 - $1,994	29 Added 0.81%	3,611 $248 Million
Q1 2023 May 05, 2023	BUY	$62.53 - $74.6 $25,012 - $29,839	400 Added 12.57%	3,582 $237 Million
Q4 2022 Feb 14, 2023	BUY	$58.96 - $68.57 $187,610 - $218,189	3,182 New	3,182 $206 Million

Others Institutions Holding MDYV

# of Institutions

359

Shares Held

27.5M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$536 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$144 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$101 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$58.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$49.8 Million
0.13% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

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