D. Scott Neal, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$70.29 - $76.0 $37,183 - $40,204	-529 Reduced 2.82%	18,211 $1.38 Million
Q4 2023 Jan 17, 2024	BUY	$59.86 - $74.11 $9,398 - $11,635	157 Added 0.84%	18,740 $1.38 Million
Q3 2023 Oct 11, 2023	SELL	$63.95 - $71.85 $586,677 - $659,151	-9,174 Reduced 33.05%	18,583 $1.21 Million
Q2 2023 Jul 17, 2023	SELL	$62.86 - $68.78 $637,777 - $697,841	-10,146 Reduced 26.77%	27,757 $1.91 Million
Q1 2023 Apr 12, 2023	SELL	$62.53 - $74.6 $459,407 - $548,086	-7,347 Reduced 16.24%	37,903 $2.5 Million
Q4 2022 Jan 11, 2023	BUY	$58.96 - $68.57 $8,490 - $9,874	144 Added 0.32%	45,250 $0
Q3 2022 Oct 27, 2022	SELL	$57.82 - $69.04 $88,753 - $105,976	-1,535 Reduced 3.29%	45,106 $2.61 Million
Q2 2022 Jul 11, 2022	SELL	$58.95 - $70.77 $541,986 - $650,659	-9,194 Reduced 16.47%	46,641 $2.82 Million
Q1 2022 May 04, 2022	BUY	$65.94 - $72.42 $18,331 - $20,132	278 Added 0.5%	55,835 $3.93 Million
Q4 2021 Jan 21, 2022	SELL	$66.5 - $72.84 $10.6 Million - $11.6 Million	-158,828 Reduced 74.09%	55,557 $3.95 Million
Q3 2021 Nov 04, 2021	BUY	$64.04 - $69.55 $13.7 Million - $14.9 Million	214,385 New	214,385 $14.2 Million

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$546 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$119 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$100 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$49.9 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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