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

Channel Wealth LLC

$354 Billion
Q2 2025

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

413

Shares Held

25.9M

Call Options Held

200

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

2.27M
Shares

$184 Million
0.32% of portfolio
North Rock Partners, LLC

1.33M
Shares

$108 Million
3.45% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$104 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

1.14M
Shares

$92 Million
0.04% of portfolio
Morgan Stanley New York, NY

724K
Shares

$58.6 Million
0.0% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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