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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 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 25,121 shares of MDYV stock, worth $2.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,121

Previous 25,233 0.44%

Holding current value

$2.08 Million

Previous $2.01 Million 0.45%

% of portfolio

0.04%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$78.43 - $87.17 $8,784 - $9,763	-112 Reduced 0.44%	25,121 $2.01 Million
Q3 2024 Nov 12, 2024	SELL	$71.9 - $79.86 $1.27 Million - $1.41 Million	-17,613 Reduced 41.11%	25,233 $2.01 Million
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

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

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

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