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

Measured Wealth Private Client Group, LLC

$296 Million
Q3 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 4,027 shares of MDYV stock, worth $345,758. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,027

Previous 12,229 67.07%

Holding current value

$345,758

Previous $891,000 64.2%

% of portfolio

0.11%

Previous 0.32%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$71.9 - $79.86 $589,723 - $655,011	-8,202 Reduced 67.07%	4,027 $319,000
Q2 2024 Aug 12, 2024	SELL	$70.34 - $76.15 $110,644 - $119,783	-1,573 Reduced 11.4%	12,229 $891,000
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	$58.96 - $68.57 $66,919 - $77,826	1,135 Added 6.53%	18,519 $0
Q3 2022 Oct 27, 2022	SELL	$57.82 - $69.04 $18,502 - $22,092	-320 Reduced 1.81%	17,384 $1.01 Million
Q2 2022 Jul 25, 2022	SELL	$58.95 - $70.77 $218,173 - $261,919	-3,701 Reduced 17.29%	17,704 $1.07 Million
Q1 2022 May 03, 2022	SELL	$65.94 - $72.42 $217,140 - $238,479	-3,293 Reduced 13.33%	21,405 $1.51 Million
Q4 2021 Jan 28, 2022	SELL	$66.5 - $72.84 $1.16 Million - $1.27 Million	-17,429 Reduced 41.37%	24,698 $1.76 Million
Q3 2021 Nov 01, 2021	SELL	$64.04 - $69.55 $184,307 - $200,164	-2,878 Reduced 6.39%	42,127 $2.79 Million
Q2 2021 Aug 05, 2021	BUY	$66.04 - $70.76 $31,038 - $33,257	470 Added 1.06%	45,005 $3.04 Million
Q1 2021 May 04, 2021	BUY	$54.52 - $67.74 $520,229 - $646,375	9,542 Added 27.27%	44,535 $2.91 Million
Q4 2020 Jan 20, 2021	BUY	$43.9 - $55.67 $66,771 - $84,674	1,521 Added 4.54%	34,993 $1.94 Million
Q3 2020 Oct 15, 2020	BUY	$41.0 - $46.73 $207,255 - $236,220	5,055 Added 17.79%	33,472 $1.45 Million
Q2 2020 Aug 03, 2020	BUY	$32.45 - $48.54 $244,510 - $365,748	7,535 Added 36.08%	28,417 $1.21 Million
Q1 2020 Apr 22, 2020	BUY	$29.7 - $55.41 $185,179 - $345,481	6,235 Added 42.57%	20,882 $736,000
Q4 2019 Jan 15, 2020	BUY	$48.98 - $55.16 $717,410 - $807,928	14,647 New	14,647 $802,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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