First Horizon Advisors, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

First Horizon Advisors, Inc.

$3.58 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$62.53 - $74.6 $5,690 - $6,788	-91 Reduced 47.15%	102 $6,000
Q3 2022 Nov 09, 2022	SELL	$57.82 - $69.04 $37,987 - $45,359	-657 Reduced 77.29%	193 $10,000
Q2 2022 Aug 02, 2022	BUY	$58.95 - $70.77 $9,903 - $11,889	168 Added 24.63%	850 $0
Q1 2022 May 10, 2022	BUY	$65.94 - $72.42 $31,519 - $34,616	478 Added 234.31%	682 $48,000
Q3 2021 Nov 15, 2021	BUY	$64.04 - $69.55 $8,389 - $9,111	131 Added 179.45%	204 $0
Q3 2021 Nov 09, 2021	SELL	$64.04 - $69.55 $8,389 - $9,111	-131 Reduced 64.22%	73 $0
Q2 2021 Aug 09, 2021	BUY	$66.04 - $70.76 $13,472 - $14,435	204 New	204 $0
Q1 2020 May 05, 2020	SELL	$29.7 - $55.41 $9,028 - $16,844	-304 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$48.98 - $55.16 $14,889 - $16,768	304 New	304 $0

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$526 Million
1.14% 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

$96.5 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.1 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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