Kwb Wealth Spdr S&P 400 Mid Cap Value ETF Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Kwb Wealth holds 4,516 shares of MDYV stock, worth $371,124. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,516
Previous 117,493
96.16%
Holding current value
$371,124
Previous $9.33 Million
95.97%
% of portfolio
0.04%
Previous 1.1%
Shares
20 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
24.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$187 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$113 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$88.9 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$69.2 Million0.07% of portfolio