Geneos Wealth Management Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 41,449 shares of MDYV stock, worth $3.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
41,449
Previous 41,048 0.98%
Holding current value
$3.41 Million
Previous $3.16 Million 4.11%
% of portfolio
0.08%
Previous 0.11%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$66.87 - $79.47 $26,814 - $31,867
401 Added 0.98%
41,449 $3.29 Million
Q1 2025

May 21, 2025
SELL
$75.47 - $84.24 $109,733 - $122,484
-1,454 Reduced 3.42%
41,048 $3.16 Million
Q1 2025

May 07, 2025
BUY
$75.47 - $84.24 $90,186 - $100,666
1,195 Added 2.89%
42,502 $3.27 Million
Q4 2024

Jan 21, 2025
BUY
$78.43 - $87.17 $15,450 - $17,172
197 Added 0.48%
41,307 $3.31 Million
Q3 2024

Nov 14, 2024
BUY
$71.9 - $79.86 $80,959 - $89,922
1,126 Added 2.82%
41,110 $3.27 Million
Q2 2024

Jul 23, 2024
BUY
$70.34 - $76.15 $183,165 - $198,294
2,604 Added 6.97%
39,984 $2.92 Million
Q1 2024

May 03, 2024
SELL
$70.29 - $76.0 $352,785 - $381,444
-5,019 Reduced 11.84%
37,380 $2.84 Million
Q4 2023

Jan 26, 2024
BUY
$59.86 - $74.11 $564,479 - $698,857
9,430 Added 28.6%
42,399 $3.11 Million
Q3 2023

Oct 11, 2023
BUY
$63.95 - $71.85 $76,420 - $85,860
1,195 Added 3.76%
32,969 $2.14 Million
Q2 2023

Aug 08, 2023
BUY
$62.86 - $68.78 $51,042 - $55,849
812 Added 2.62%
31,774 $2.19 Million
Q1 2023

Apr 25, 2023
BUY
$62.53 - $74.6 $492,736 - $587,848
7,880 Added 34.14%
30,962 $2.05 Million
Q4 2022

Jan 30, 2023
BUY
$58.96 - $68.57 $2,417 - $2,811
41 Added 0.18%
23,082 $1.49 Million
Q3 2022

Nov 14, 2022
SELL
$57.82 - $69.04 $8,441 - $10,079
-146 Reduced 0.63%
23,041 $1.33 Million
Q2 2022

Jul 22, 2022
SELL
$58.95 - $70.77 $5,305 - $6,369
-90 Reduced 0.39%
23,187 $0
Q1 2022

May 16, 2022
BUY
$65.94 - $72.42 $242,197 - $265,998
3,673 Added 18.74%
23,277 $1.64 Million
Q4 2021

Feb 09, 2022
BUY
$66.5 - $72.84 $280,630 - $307,384
4,220 Added 27.43%
19,604 $1.39 Million
Q3 2021

Nov 09, 2021
SELL
$64.04 - $69.55 $2,433 - $2,642
-38 Reduced 0.25%
15,384 $1.04 Million
Q2 2021

Jul 08, 2021
BUY
$66.04 - $70.76 $5,019 - $5,377
76 Added 0.5%
15,422 $1.05 Million
Q1 2021

Jun 17, 2021
SELL
$54.52 - $67.74 $8,178 - $10,161
-150 Reduced 0.97%
15,346 $1.05 Million
Q4 2020

May 19, 2021
BUY
$43.9 - $55.67 $162,517 - $206,090
3,702 Added 31.39%
15,496 $897,000
Q3 2020

Sep 07, 2021
SELL
$41.0 - $46.73 $3,362 - $3,831
-82 Reduced 0.69%
11,794 $499,000
Q2 2020

Sep 07, 2021
BUY
$32.45 - $48.54 $93,812 - $140,329
2,891 Added 32.18%
11,876 $485,000
Q1 2020

Sep 07, 2021
SELL
$29.7 - $55.41 $5,375 - $10,029
-181 Reduced 1.97%
8,985 $314,000
Q4 2019

Sep 07, 2021
BUY
$48.98 - $55.16 $2,204 - $2,482
45 Added 0.49%
9,166 $501,000
Q3 2019

Sep 07, 2021
BUY
$50.75 - $52.31 $13,905 - $14,332
274 Added 3.1%
9,121 $464,000
Q2 2019

Sep 07, 2021
SELL
N/A
-160 Reduced 1.78%
8,847 $454,000
Q1 2019

Sep 07, 2021
BUY
N/A
1,227 Added 15.77%
9,007 $453,000
Q4 2018

Sep 07, 2021
BUY
N/A
1,208 Added 18.38%
7,780 $342,000
Q3 2018

Sep 07, 2021
BUY
N/A
998 Added 17.9%
6,572 $353,000
Q2 2018

Sep 07, 2021
BUY
N/A
3,093 Added 124.67%
5,574 $290,000
Q1 2018

Sep 07, 2021
BUY
N/A
349 Added 16.37%
2,481 $246,000
Q4 2017

Sep 07, 2021
BUY
N/A
775 Added 57.11%
2,132 $219,000
Q2 2017

Sep 07, 2021
BUY
N/A
395 Added 41.06%
1,357 $130,000
Q1 2017

Sep 07, 2021
BUY
N/A
962
962 $92,000

Others Institutions Holding MDYV

# of Institutions
418
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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