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

Foundations Investment Advisors, LLC

$3.58 Billion
Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 64,183 shares of MDYV stock, worth $4.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

64,183

Previous 41,665 54.05%

Holding current value

$4.68 Million

Previous $3.06 Million 59.54%

% of portfolio

0.14%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$63.27 - $68.57 $2.22 Million - $2.41 Million	35,158 New	35,158 $0
Q2 2022 Jul 08, 2022	SELL	N/A	-35,853 Closed	0 $0

Q1 2022 Apr 19, 2022	BUY	N/A	624 Added 1.77%	35,853 $2.47 Million
Q4 2021 Jan 21, 2022	BUY	N/A	35,229 New	35,229 $2.53 Million

Others Institutions Holding MDYV

# of Institutions

362

Shares Held

26.8M

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