Lutz Financial Services LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 665,207 shares of MDYV stock, worth $48.1 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
665,207
Previous 645,203 3.1%
Holding current value
$48.1 Million
Previous $47.3 Million 6.78%
% of portfolio
4.42%
Previous 4.44%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$70.29 - $76.0 $1.41 Million - $1.52 Million
20,004 Added 3.1%
665,207 $50.6 Million
Q4 2023

Feb 07, 2024
BUY
$59.86 - $74.11 $2.27 Million - $2.81 Million
37,891 Added 6.24%
645,203 $47.3 Million
Q3 2023

Nov 03, 2023
BUY
$63.95 - $71.85 $893,253 - $1 Million
13,968 Added 2.35%
607,312 $39.4 Million
Q2 2023

Aug 07, 2023
BUY
$62.86 - $68.78 $2.55 Million - $2.79 Million
40,627 Added 7.35%
593,344 $40.8 Million
Q1 2023

May 01, 2023
SELL
$62.53 - $74.6 $29,951 - $35,733
-479 Reduced 0.09%
552,717 $36.5 Million
Q4 2022

Feb 06, 2023
BUY
$63.27 - $68.57 $1.79 Million - $1.94 Million
28,243 Added 5.38%
553,196 $35.8 Million
Q3 2022

Oct 21, 2022
BUY
N/A
34,780 Added 7.1%
524,953 $30.4 Million
Q2 2022

Jul 20, 2022
BUY
N/A
15,868 Added 3.35%
490,173 $29.7 Million
Q1 2022

Apr 25, 2022
BUY
N/A
32,281 Added 7.3%
474,305 $33.4 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-6,256 Reduced 1.4%
442,024 $31.4 Million
Q3 2021

Oct 27, 2021
BUY
N/A
18,303 Added 4.26%
448,280 $29.7 Million
Q2 2021

Jul 26, 2021
BUY
N/A
29,980 Added 7.5%
429,977 $29 Million
Q1 2021

Apr 27, 2021
BUY
N/A
26,770 Added 7.17%
399,997 $26.2 Million
Q4 2020

Feb 12, 2021
BUY
N/A
37,505 Added 11.17%
373,227 $20.7 Million
Q3 2020

Nov 05, 2020
BUY
N/A
12,010 Added 3.71%
335,722 $14.6 Million
Q2 2020

Jul 28, 2020
BUY
N/A
176,025 Added 119.19%
323,712 $13.8 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-35,143 Reduced 19.22%
147,687 $5.21 Million
Q4 2019

Feb 03, 2020
BUY
N/A
60,089 Added 48.96%
182,830 $10 Million
Q3 2019

Oct 31, 2019
BUY
N/A
37,965 Added 44.78%
122,741 $6.3 Million
Q2 2019

Aug 13, 2019
BUY
N/A
80,329 Added 1806.36%
84,776 $4.36 Million
Q1 2019

May 06, 2019
BUY
N/A
4,447 New
4,447 $224,000

Others Institutions Holding MDYV

# of Institutions
362
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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