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

D. Scott Neal, Inc.

$179 Million
Q2 2024

A detailed history of D. Scott Neal, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 18,211 shares of MDYV stock, worth $1.38 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

18,211

Previous 18,211 -0.0%

Holding current value

$1.38 Million

Previous $1.38 Million 4.05%

% of portfolio

0.74%

Previous 0.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$63.27 - $68.57 $9,110 - $9,874	144 Added 0.32%	45,250 $0
Q3 2022 Oct 27, 2022	SELL	N/A	-1,535 Reduced 3.29%	45,106 $2.61 Million
Q2 2022 Jul 11, 2022	SELL	N/A	-9,194 Reduced 16.47%	46,641 $2.82 Million
Q1 2022 May 04, 2022	BUY	N/A	278 Added 0.5%	55,835 $3.93 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-158,828 Reduced 74.09%	55,557 $3.95 Million
Q3 2021 Nov 04, 2021	BUY	N/A	214,385 New	214,385 $14.2 Million

Others Institutions Holding MDYV

# of Institutions

357

Shares Held

27.4M

Call Options Held

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 D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Account