First Purpose Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,352 shares of MDYV stock, worth $604,187. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,352

Previous 7,245 1.48%

Holding current value

$604,187

Previous $531,000 5.08%

% of portfolio

0.2%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$70.29 - $76.0 $7,521 - $8,132	107 Added 1.48%	7,352 $558,000
Q4 2023 Apr 22, 2024	BUY	$59.86 - $74.11 $36,454 - $45,132	609 Added 9.18%	7,245 $531,000
Q3 2023 Oct 30, 2023	BUY	$63.95 - $71.85 $10,040 - $11,280	157 Added 2.42%	6,636 $430,000
Q2 2023 Jul 21, 2023	BUY	$62.86 - $68.78 $57,642 - $63,071	917 Added 16.49%	6,479 $445,000
Q1 2023 May 03, 2023	BUY	$62.53 - $74.6 $41,957 - $50,056	671 Added 13.72%	5,562 $367,000
Q4 2022 Jan 26, 2023	BUY	$58.96 - $68.57 $35,493 - $41,279	602 Added 14.04%	4,891 $0
Q3 2022 Oct 24, 2022	BUY	$57.82 - $69.04 $247,989 - $296,112	4,289 New	4,289 $248,000

Others Institutions Holding MDYV

# of Institutions

418

Shares Held

24.6M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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First Purpose Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History