Icapital Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Icapital Wealth LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$58.95 - $70.77 $58,950 - $70,770	-1,000 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$65.94 - $72.42 $65,940 - $72,420	1,000 New	1,000 $0

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

$511 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$112 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$93.7 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.5 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.7 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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