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

Clarus Wealth Advisors

$200 Million
Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Clarus Wealth Advisors holds 52,951 shares of MDYV stock, worth $4.28 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

52,951

Previous 56,111 5.63%

Holding current value

$4.28 Million

Previous $4.46 Million 4.76%

% of portfolio

2.12%

Previous 2.27%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$78.43 - $87.17 $247,838 - $275,457	-3,160 Reduced 5.63%	52,951 $4.25 Million
Q3 2024 Oct 08, 2024	SELL	$71.9 - $79.86 $28,688 - $31,864	-399 Reduced 0.71%	56,111 $4.46 Million
Q2 2024 Jul 11, 2024	SELL	$70.34 - $76.15 $79,695 - $86,277	-1,133 Reduced 1.97%	56,510 $4.12 Million
Q1 2024 Apr 11, 2024	BUY	$70.29 - $76.0 $51,522 - $55,708	733 Added 1.29%	57,643 $4.38 Million
Q4 2023 Jan 22, 2024	BUY	$59.86 - $74.11 $1.66 Million - $2.06 Million	27,741 Added 95.1%	56,910 $4.18 Million
Q2 2023 Jul 10, 2023	BUY	$62.86 - $68.78 $84,420 - $92,371	1,343 Added 4.83%	29,169 $2.01 Million
Q1 2023 Apr 10, 2023	SELL	$62.53 - $74.6 $3.26 Million - $3.89 Million	-52,108 Reduced 65.19%	27,826 $1.84 Million
Q4 2022 Jan 12, 2023	SELL	$58.96 - $68.57 $156,656 - $182,190	-2,657 Reduced 3.22%	79,934 $0
Q3 2022 Oct 11, 2022	BUY	$57.82 - $69.04 $111,072 - $132,625	1,921 Added 2.38%	82,591 $4.88 Million
Q2 2022 Jul 13, 2022	SELL	$58.95 - $70.77 $71,211 - $85,490	-1,208 Reduced 1.48%	80,670 $4.91 Million
Q1 2022 Apr 12, 2022	BUY	$65.94 - $72.42 $139,001 - $152,661	2,108 Added 2.64%	81,878 $5.58 Million
Q4 2021 Jan 13, 2022	BUY	$66.5 - $72.84 $1.58 Million - $1.73 Million	23,714 Added 42.3%	79,770 $0
Q3 2021 Oct 06, 2021	BUY	$64.04 - $69.55 $86,133 - $93,544	1,345 Added 2.46%	56,056 $3.79 Million
Q2 2021 Jul 13, 2021	SELL	$66.04 - $70.76 $52,303 - $56,041	-792 Reduced 1.43%	54,711 $3.72 Million
Q1 2021 Apr 12, 2021	SELL	$54.52 - $67.74 $46,342 - $57,578	-850 Reduced 1.51%	55,503 $0
Q4 2020 Jan 12, 2021	BUY	$43.9 - $55.67 $2,282 - $2,894	52 Added 0.09%	56,353 $0
Q3 2020 Oct 08, 2020	SELL	$41.0 - $46.73 $117,670 - $134,115	-2,870 Reduced 4.85%	56,301 $0
Q2 2020 Jul 09, 2020	BUY	$32.45 - $48.54 $1.92 Million - $2.87 Million	59,171 New	59,171 $0
Q1 2020 Apr 08, 2020	SELL	$29.7 - $55.41 $1.66 Million - $3.1 Million	-56,008 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$48.98 - $55.16 $2.21 Million - $2.49 Million	-45,106 Reduced 44.61%	56,008 $3.04 Million
Q3 2019 Oct 11, 2019	SELL	$50.75 - $52.31 $1.79 Million - $1.85 Million	-35,277 Reduced 25.86%	101,114 $5.19 Million
Q2 2019 Jul 24, 2019	BUY	N/A	28,567 Added 26.49%	136,391 $7.01 Million
Q1 2019 Apr 04, 2019	BUY	N/A	107,824 New	107,824 $5.43 Million

Others Institutions Holding MDYV

# of Institutions

403

Shares Held

31.8M

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