First Republic Investment Management, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$62.53 - $74.6 $203,847 - $243,195	3,260 New	3,260 $215,000
Q2 2022 Aug 16, 2022	SELL	$58.95 - $70.77 $240,044 - $288,175	-4,072 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$65.94 - $72.42 $32,508 - $35,703	493 Added 13.77%	4,072 $287,000
Q4 2021 Feb 09, 2022	BUY	$66.5 - $72.84 $7,182 - $7,866	108 Added 3.11%	3,579 $254,000
Q3 2021 Nov 12, 2021	BUY	$64.04 - $69.55 $222,282 - $241,408	3,471 New	3,471 $230,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$546 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$119 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$100 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$49.9 Million
0.14% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Industry ETFs

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