A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,074 shares of MDYV stock, worth $490,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,074
Previous 1,530 296.99%
Holding current value
$490,293
Previous $111,000 334.23%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$71.9 - $79.86 $326,713 - $362,883
4,544 Added 296.99%
6,074 $482,000
Q1 2024

May 14, 2024

BUY
$70.29 - $76.0 $5,974 - $6,460
85 Added 5.88%
1,530 $116,000
Q4 2023

Feb 28, 2024

BUY
$59.86 - $74.11 $86,497 - $107,088
1,445 New
1,445 $106,000
Q1 2023

Jun 05, 2023

SELL
$62.53 - $74.6 $11.7 Million - $13.9 Million
-186,411 Reduced 96.64%
6,479 $428,000
Q4 2022

Jun 12, 2023

BUY
$58.96 - $68.57 $12.1 Million - $14.1 Million
205,627 Added 3173.75%
212,106 $13.7 Million
Q3 2022

Dec 02, 2022

BUY
$57.82 - $69.04 $11.2 Million - $13.3 Million
192,890 New
192,890 $11.2 Million
Q1 2020

May 18, 2020

SELL
$29.7 - $55.41 $201,247 - $375,458
-6,776 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$48.98 - $55.16 $331,888 - $373,764
6,776 New
6,776 $371,000

Others Institutions Holding MDYV

About SPDR S&P 400 MID CAP VALUE ETF


  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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