Marotta Asset Management Spdr S&P 400 Mid Cap Value ETF Transaction History
Marotta Asset Management
- $497 Million
- Q2 2025
A detailed history of Marotta Asset Management transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Marotta Asset Management holds 53,613 shares of MDYV stock, worth $4.34 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
53,613
Previous 58,408
8.21%
Holding current value
$4.34 Million
Previous $4.48 Million
4.93%
% of portfolio
0.86%
Previous 0.96%
Shares
22 transactions
Others Institutions Holding MDYV
# of Institutions
413Shares Held
25.9MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.27MShares$184 Million0.32% of portfolio
-
North Rock Partners, LLC1.33MShares$108 Million3.45% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$104 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$92 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$58.6 Million0.0% of portfolio