Invera Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Invera Wealth Advisors, LLC

$92.3 Million
Q4 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 10,643 shares of MDYV stock, worth $883,369. This represents 0.92% of its overall portfolio holdings.

Number of Shares

10,643

Previous 10,394 2.4%

Holding current value

$883,369

Previous $825,000 3.39%

% of portfolio

0.92%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$78.43 - $87.17 $19,529 - $21,705	249 Added 2.4%	10,643 $853,000
Q3 2024 Nov 12, 2024	BUY	$71.9 - $79.86 $25,308 - $28,110	352 Added 3.51%	10,394 $825,000
Q2 2024 Aug 06, 2024	BUY	$70.34 - $76.15 $9,355 - $10,127	133 Added 1.34%	10,042 $732,000
Q1 2024 Apr 22, 2024	SELL	$70.29 - $76.0 $1.34 Million - $1.45 Million	-19,110 Reduced 65.85%	9,909 $753,000
Q4 2023 Apr 22, 2024	BUY	$59.86 - $74.11 $1.14 Million - $1.42 Million	19,110 Added 192.85%	29,019 $2.13 Billion
Q4 2023 Jan 16, 2024	BUY	$59.86 - $74.11 $1.74 Million - $2.15 Million	29,019 New	29,019 $2.13 Million

Others Institutions Holding MDYV

# of Institutions

402

Shares Held

31.8M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Invera Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History