Kwb Wealth Spdr S&P 400 Mid Cap Value ETF Transaction History
Kwb Wealth
- $847 Million
- Q2 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 117,493 shares of MDYV stock, worth $9.34 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
117,493
Previous 180,099
34.76%
Holding current value
$9.34 Million
Previous $13.8 Million
32.44%
% of portfolio
1.1%
Previous 1.76%
Shares
19 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
25.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$181 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$109 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$102 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$86 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$67 Million0.07% of portfolio