Geo Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Geo Wealth Management, LLC

$2.2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$66.5 - $72.84 $1 Million - $1.1 Million	-15,096 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$64.04 - $69.55 $966,747 - $1.05 Million	15,096 New	15,096 $1 Million

Others Institutions Holding MDYV

# of Institutions

360

Shares Held

27.1M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$465 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$134 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$94.7 Million
0.04% of portfolio
Lutz Financial Services LLC

676K
Shares

$53.2 Million
4.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$46.5 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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