Everhart Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 7,883 shares of MDYV stock, worth $647,824. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,883

Previous 7,441 5.94%

Holding current value

$647,824

Previous $570,000 9.82%

% of portfolio

0.07%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$66.87 - $79.47 $29,556 - $35,125	442 Added 5.94%	7,883 $626,000
Q1 2025 Apr 16, 2025	BUY	$75.47 - $84.24 $13,207 - $14,742	175 Added 2.41%	7,441 $570,000
Q4 2024 Jan 30, 2025	BUY	$78.43 - $87.17 $313 - $348	4 Added 0.06%	7,266 $582,000
Q3 2024 Nov 04, 2024	SELL	$71.9 - $79.86 $1,581 - $1,756	-22 Reduced 0.3%	7,262 $577,000
Q2 2024 Jul 24, 2024	SELL	$70.34 - $76.15 $5,978 - $6,472	-85 Reduced 1.15%	7,284 $531,000
Q1 2024 May 13, 2024	SELL	$70.29 - $76.0 $13,144 - $14,212	-187 Reduced 2.47%	7,369 $560,000
Q4 2023 Jan 12, 2024	SELL	$59.86 - $74.11 $838 - $1,037	-14 Reduced 0.18%	7,556 $554,000
Q3 2023 Oct 25, 2023	SELL	$63.95 - $71.85 $13,365 - $15,016	-209 Reduced 2.69%	7,570 $490,000
Q2 2023 Jul 13, 2023	BUY	$62.86 - $68.78 $314 - $343	5 Added 0.06%	7,779 $535,000
Q1 2023 Apr 25, 2023	SELL	$62.53 - $74.6 $1,313 - $1,566	-21 Reduced 0.27%	7,774 $513,000
Q4 2022 Feb 09, 2023	BUY	$58.96 - $68.57 $68,511 - $79,678	1,162 Added 17.52%	7,795 $504,000
Q3 2022 Oct 12, 2022	BUY	$57.82 - $69.04 $17,924 - $21,402	310 Added 4.9%	6,633 $384,000
Q2 2022 Jul 12, 2022	SELL	$58.95 - $70.77 $1,061 - $1,273	-18 Reduced 0.28%	6,323 $382,000
Q1 2022 Apr 18, 2022	BUY	$65.94 - $72.42 $659 - $724	10 Added 0.16%	6,341 $446,000
Q4 2021 Jan 21, 2022	BUY	$66.5 - $72.84 $2,593 - $2,840	39 Added 0.62%	6,331 $450,000
Q3 2021 Oct 13, 2021	BUY	$64.04 - $69.55 $192 - $208	3 Added 0.05%	6,292 $417,000
Q2 2021 Jul 16, 2021	BUY	$66.04 - $70.76 $264 - $283	4 Added 0.06%	6,289 $424,000
Q1 2021 Apr 13, 2021	BUY	$54.52 - $67.74 $218 - $270	4 Added 0.06%	6,285 $412,000
Q4 2020 Mar 26, 2021	BUY	$43.9 - $55.67 $275,735 - $349,663	6,281 New	6,281 $348,000

Others Institutions Holding MDYV

# of Institutions

418

Shares Held

24.8M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Everhart Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History