Janney Montgomery Scott LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Janney Montgomery Scott LLC

$32.8 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$63.95 - $71.85 $1.52 Million - $1.7 Million	23,725 New	23,725 $1.54 Million
Q1 2022 May 04, 2022	SELL	$65.94 - $72.42 $1.48 Million - $1.62 Million	-22,421 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$66.5 - $72.84 $1.49 Million - $1.63 Million	22,421 New	22,421 $1.59 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-24,598 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	N/A	322 Added 1.33%	24,598 $1.32 Million
Q2 2018 Jul 24, 2018	BUY	N/A	11,878 Added 95.81%	24,276 $1.26 Million
Q1 2018 Apr 19, 2018	BUY	N/A	1,036 Added 9.12%	12,398 $1.23 Million
Q4 2017 Feb 14, 2018	BUY	N/A	46 Added 0.41%	11,362 $1.17 Million
Q3 2017 Nov 15, 2017	BUY	N/A	11,316	11,316 $1.12 Million

Others Institutions Holding MDYV

# of Institutions

358

Shares Held

27M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$475 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$137 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$96.7 Million
0.04% of portfolio
Lutz Financial Services LLC

676K
Shares

$54.3 Million
4.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$47.5 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.