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 $4.42 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

52,951

Previous 56,111 5.63%

Holding current value

$4.42 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

375

Shares Held

27.7M

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

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Account

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