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

Channel Wealth LLC

$276 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$62.86 - $68.78 $56,762 - $62,108	903 Added 5.96%	16,054 $1.1 Billion
Q1 2023 Apr 27, 2023	BUY	$62.53 - $74.6 $947,392 - $1.13 Million	15,151 New	15,151 $1 Billion

Others Institutions Holding MDYV

# of Institutions

358

Shares Held

27M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$475 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$137 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$96.7 Million
0.04% of portfolio
Lutz Financial Services LLC

676K
Shares

$54.3 Million
4.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$47.5 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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