Gateway Wealth Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Gateway Wealth Partners, LLC

$363 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$62.53 - $74.6 $1,375 - $1,641	22 Added 0.35%	6,358 $420 Million
Q4 2022 Feb 15, 2023	BUY	$58.96 - $68.57 $373,570 - $434,459	6,336 New	6,336 $410 Million

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$526 Million
1.14% 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

$96.5 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.1 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.