Mfa Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Mfa Wealth Advisors, LLC

$371 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$29.7 - $55.41 $9.07 Million - $16.9 Million	-305,525 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$48.98 - $55.16 $453,456 - $510,671	9,258 Added 3.12%	305,525 $16.7 Million
Q3 2019 Nov 13, 2019	BUY	$50.75 - $52.31 $394,835 - $406,971	7,780 Added 2.7%	296,267 $15.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	14,374 Added 5.24%	288,487 $14.8 Million
Q1 2019 Apr 29, 2019	BUY	N/A	46,220 Added 20.28%	274,113 $13.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,387 Added 5.26%	227,893 $10.1 Million
Q3 2018 Nov 14, 2018	BUY	N/A	209,120 Added 2831.3%	216,506 $10.9 Million
Q2 2018 Aug 14, 2018	BUY	N/A	7,386 New	7,386 $395,000
Q1 2018 May 15, 2018	SELL	N/A	-65,906 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	65,906	65,906 $6.87 Million

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$550 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$120 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$101 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$50.3 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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