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

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 42,846 shares of MDYV stock, worth $3.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

42,846

Previous 43,252 0.94%

Holding current value

$3.4 Million

Previous $3.29 Million 4.93%

% of portfolio

0.08%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$70.34 - $76.15 $28,558 - $30,916	-406 Reduced 0.94%	42,846 $3.13 Million
Q1 2024 May 09, 2024	SELL	$70.29 - $76.0 $562 - $608	-8 Reduced 0.02%	43,252 $3.29 Million
Q4 2023 Feb 08, 2024	SELL	$59.86 - $74.11 $47,828 - $59,213	-799 Reduced 1.81%	43,260 $3.17 Million
Q3 2023 Nov 07, 2023	SELL	$63.95 - $71.85 $2.58 Million - $2.9 Million	-40,392 Reduced 47.83%	44,059 $2.86 Million
Q2 2023 Aug 10, 2023	SELL	$62.86 - $68.78 $69,586 - $76,139	-1,107 Reduced 1.29%	84,451 $5.81 Million
Q1 2023 May 15, 2023	SELL	$62.53 - $74.6 $385,434 - $459,834	-6,164 Reduced 6.72%	85,558 $5.65 Million
Q4 2022 Feb 13, 2023	BUY	$58.96 - $68.57 $6,072 - $7,062	103 Added 0.11%	91,722 $5.94 Million
Q3 2022 Nov 14, 2022	SELL	$57.82 - $69.04 $1.2 Million - $1.44 Million	-20,790 Reduced 18.49%	91,619 $5.3 Million
Q2 2022 Aug 16, 2022	SELL	$58.95 - $70.77 $275,591 - $330,849	-4,675 Reduced 3.99%	112,409 $6.8 Million
Q1 2022 Feb 08, 2024	BUY	$65.94 - $72.42 $4.52 Million - $4.96 Million	68,532 Added 158.42%	111,792 $0
Q4 2021 Feb 17, 2022	BUY	$66.5 - $72.84 $327,180 - $358,372	4,920 Added 4.39%	117,084 $8.33 Million
Q3 2021 Dec 03, 2021	BUY	$64.04 - $69.55 $113,606 - $123,381	1,774 Added 1.61%	112,164 $7.43 Million
Q2 2021 Aug 17, 2021	BUY	$66.04 - $70.76 $102,956 - $110,314	1,559 Added 1.43%	110,390 $7.53 Million
Q1 2021 May 24, 2021	SELL	$54.52 - $67.74 $196,544 - $244,202	-3,605 Reduced 3.21%	108,831 $7.2 Million
Q4 2020 Feb 16, 2021	SELL	$43.9 - $55.67 $122,085 - $154,818	-2,781 Reduced 2.41%	112,436 $6.24 Million
Q3 2020 Nov 19, 2020	SELL	$41.0 - $46.73 $306,844 - $349,727	-7,484 Reduced 6.1%	115,217 $5 Million
Q2 2020 Aug 14, 2020	BUY	$32.45 - $48.54 $477,728 - $714,605	14,722 Added 13.63%	122,701 $5.23 Million
Q1 2020 May 11, 2020	BUY	$29.7 - $55.41 $564,151 - $1.05 Million	18,995 Added 21.35%	107,979 $3.81 Million
Q4 2019 Jan 31, 2020	BUY	$48.98 - $55.16 $4.36 Million - $4.91 Million	88,984 New	88,984 $4.88 Million
Q4 2019 Jan 30, 2020	SELL	$48.98 - $55.16 $2.87 Million - $3.23 Million	-58,532 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$50.75 - $52.31 $1.91 Million - $1.97 Million	37,670 Added 180.57%	58,532 $3 Million
Q2 2019 Jan 29, 2020	BUY	N/A	911 Added 4.57%	20,862 $1.07 Million
Q1 2019 Jan 29, 2020	BUY	N/A	6,767 Added 51.33%	19,951 $1.01 Million
Q4 2018 Jan 29, 2020	BUY	N/A	2,136 Added 19.33%	13,184 $585,000
Q3 2018 Jan 29, 2020	BUY	N/A	2,817 Added 34.22%	11,048 $594,000
Q2 2018 Jan 29, 2020	BUY	N/A	5,648 Added 218.66%	8,231 $428,000
Q1 2018 Jan 29, 2020	BUY	N/A	2,583 New	2,583 $257,000

Others Institutions Holding MDYV

# of Institutions

360

Shares Held

27.1M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Kingsview Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History