Focus Financial Network, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jul 22, 2024	SELL	$63.95 - $71.85 $2,110 - $2,371	-33 Reduced 0.9%	3,637 $236 Million
Q2 2023 Jul 22, 2024	BUY	$62.86 - $68.78 $1,257 - $1,375	20 Added 0.55%	3,670 $252 Million
Q1 2023 Jul 22, 2024	BUY	$62.53 - $74.6 $228,234 - $272,290	3,650 New	3,650 $241 Million
Q4 2022 Jul 24, 2024	SELL	$58.96 - $68.57 $933,985 - $1.09 Million	-15,841 Reduced 80.44%	3,852 $249 Million
Q3 2022 Jul 24, 2024	BUY	$57.82 - $69.04 $16,016 - $19,124	277 Added 7.85%	3,806 $220 Million
Q2 2022 Jul 24, 2024	BUY	$58.95 - $70.77 $4,480 - $5,378	76 Added 2.2%	3,529 $214 Million
Q1 2022 Jul 24, 2024	BUY	$65.94 - $72.42 $227,690 - $250,066	3,453 New	3,453 $243 Million
Q4 2020 Jul 24, 2024	SELL	$43.9 - $55.67 $282,891 - $358,737	-6,444 Closed	0 $0
Q3 2020 Jul 24, 2024	SELL	$41.0 - $46.73 $388,311 - $442,579	-9,471 Reduced 59.51%	6,444 $280 Million
Q2 2020 Jul 24, 2024	SELL	$32.45 - $48.54 $86,349 - $129,164	-2,661 Reduced 14.32%	15,915 $678 Million
Q1 2020 Jul 24, 2024	BUY	$29.7 - $55.41 $551,707 - $1.03 Million	18,576 New	18,576 $655 Million
Q4 2019 Jul 24, 2024	BUY	$48.98 - $55.16 $25,714 - $28,959	525 Added 2.74%	19,693 $1.08 Billion
Q3 2019 Jul 24, 2024	BUY	$50.75 - $52.31 $2,943 - $3,033	58 Added 0.3%	19,168 $984 Million
Q2 2019 Jul 24, 2024	BUY	N/A	4,245 Added 28.56%	19,110 $982 Million
Q1 2019 Jul 24, 2024	BUY	N/A	14,865 New	14,865 $749 Million

Others Institutions Holding MDYV

# of Institutions

374

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

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

About SPDR S&P 400 MID CAP VALUE ETF

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