Falcon Wealth Planning Spdr S&P 400 Mid Cap Value ETF Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 4,474 shares of MDYV stock, worth $367,673. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,474
Previous 4,644 3.66%
Holding current value
$367,673
Previous $368,000 1.36%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$78.88 - $85.2 $13,409 - $14,484
-170 Reduced 3.66%
4,474 $373,000
Q2 2025

Jul 16, 2025
SELL
$66.87 - $79.47 $131,600 - $156,396
-1,968 Reduced 29.76%
4,644 $368,000
Q1 2025

Apr 24, 2025
BUY
$75.47 - $84.24 $1,509 - $1,684
20 Added 0.3%
6,612 $509,000
Q4 2024

Jan 22, 2025
BUY
$78.43 - $87.17 $517,010 - $574,624
6,592 New
6,592 $528,000

Others Institutions Holding MDYV

# of Institutions
418
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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