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

Geo Wealth Management, LLC

$2.73 Billion
Q3 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

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
Industry ETFs

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