Measured Wealth Private Client Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Measured Wealth Private Client Group, LLC

$285 Million
Q1 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 13,802 shares of MDYV stock, worth $1.01 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

13,802

Previous 16,954 18.59%

Holding current value

$1.01 Million

Previous $1.24 Million 15.76%

% of portfolio

0.37%

Previous 0.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$70.29 - $76.0 $221,554 - $239,552	-3,152 Reduced 18.59%	13,802 $1.05 Million
Q4 2023 Feb 06, 2024	SELL	$59.86 - $74.11 $85,539 - $105,903	-1,429 Reduced 7.77%	16,954 $1.24 Million
Q3 2023 Oct 18, 2023	BUY	$63.95 - $71.85 $5,755 - $6,466	90 Added 0.49%	18,383 $1.19 Million
Q2 2023 Jul 20, 2023	BUY	$62.86 - $68.78 $2,828 - $3,095	45 Added 0.25%	18,293 $1.26 Million
Q1 2023 May 01, 2023	SELL	$62.53 - $74.6 $16,945 - $20,216	-271 Reduced 1.46%	18,248 $1.21 Million

Q4 2022 Jan 23, 2023	BUY	$63.27 - $68.57 $71,811 - $77,826	1,135 Added 6.53%	18,519 $0
Q3 2022 Oct 27, 2022	SELL	N/A	-320 Reduced 1.81%	17,384 $1.01 Million
Q2 2022 Jul 25, 2022	SELL	N/A	-3,701 Reduced 17.29%	17,704 $1.07 Million
Q1 2022 May 03, 2022	SELL	N/A	-3,293 Reduced 13.33%	21,405 $1.51 Million
Q4 2021 Jan 28, 2022	SELL	N/A	-17,429 Reduced 41.37%	24,698 $1.76 Million
Q3 2021 Nov 01, 2021	SELL	N/A	-2,878 Reduced 6.39%	42,127 $2.79 Million
Q2 2021 Aug 05, 2021	BUY	N/A	470 Added 1.06%	45,005 $3.04 Million
Q1 2021 May 04, 2021	BUY	N/A	9,542 Added 27.27%	44,535 $2.91 Million
Q4 2020 Jan 20, 2021	BUY	N/A	1,521 Added 4.54%	34,993 $1.94 Million
Q3 2020 Oct 15, 2020	BUY	N/A	5,055 Added 17.79%	33,472 $1.45 Million
Q2 2020 Aug 03, 2020	BUY	N/A	7,535 Added 36.08%	28,417 $1.21 Million
Q1 2020 Apr 22, 2020	BUY	N/A	6,235 Added 42.57%	20,882 $736,000
Q4 2019 Jan 15, 2020	BUY	N/A	14,647 New	14,647 $802,000

Others Institutions Holding MDYV

# of Institutions

362

Shares Held

26.8M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Measured Wealth Private Client Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History