Fiduciary Alliance LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Fiduciary Alliance LLC

$989 Billion
Q4 2024

A detailed history of Fiduciary Alliance LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Fiduciary Alliance LLC holds 9,178 shares of MDYV stock, worth $761,590. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,178

Holding current value

$761,590

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$78.43 - $87.17 $719,830 - $800,046	9,178 New	9,178 $736 Million

Others Institutions Holding MDYV

# of Institutions

374

Shares Held

27.5M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$528 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$115 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$96.8 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.2 Million
0.14% of portfolio

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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Account

Fiduciary Alliance LLC Spdr S&P 400 Mid Cap Value ETF Transaction History