Foundations Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$70.34 - $76.15 $3.25 Million - $3.51 Million	46,150 Added 71.9%	110,333 $8.05 Million
Q1 2024 May 13, 2024	BUY	$70.29 - $76.0 $1.58 Million - $1.71 Million	22,518 Added 54.05%	64,183 $4.88 Million
Q4 2023 Feb 08, 2024	BUY	$59.86 - $74.11 $2.49 Million - $3.09 Million	41,665 New	41,665 $3.06 Million
Q1 2023 Apr 25, 2023	BUY	$62.53 - $74.6 $82,101 - $97,949	1,313 Added 3.73%	36,471 $2.41 Million
Q4 2022 Jan 11, 2023	BUY	$58.96 - $68.57 $2.07 Million - $2.41 Million	35,158 New	35,158 $0
Q2 2022 Jul 08, 2022	SELL	$58.95 - $70.77 $2.11 Million - $2.54 Million	-35,853 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$65.94 - $72.42 $41,146 - $45,190	624 Added 1.77%	35,853 $2.47 Million
Q4 2021 Jan 21, 2022	BUY	$66.5 - $72.84 $2.34 Million - $2.57 Million	35,229 New	35,229 $2.53 Million

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$550 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$120 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$101 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$50.3 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
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