Motive Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History

Motive Wealth Advisors

$185 Million
Q4 2024

A detailed history of Motive Wealth Advisors transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Motive Wealth Advisors holds 3,206 shares of MDYV stock, worth $262,956. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,206

Previous 3,752 14.55%

Holding current value

$262,956

Previous $298,000 13.76%

% of portfolio

0.14%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$78.43 - $87.17 $42,822 - $47,594	-546 Reduced 14.55%	3,206 $257,000
Q2 2024 Jul 22, 2024	SELL	$70.34 - $76.15 $32,778 - $35,485	-466 Reduced 11.05%	3,752 $273,000
Q1 2024 May 06, 2024	BUY	$70.29 - $76.0 $296,483 - $320,568	4,218 New	4,218 $320,000
Q4 2022 Jan 27, 2023	SELL	$58.96 - $68.57 $49,113 - $57,118	-833 Reduced 12.87%	5,637 $0
Q3 2022 Oct 21, 2022	BUY	$57.82 - $69.04 $107,834 - $128,759	1,865 Added 40.5%	6,470 $374,000
Q2 2022 Aug 03, 2022	SELL	$58.95 - $70.77 $8,960 - $10,757	-152 Reduced 3.2%	4,605 $279,000
Q4 2021 Feb 08, 2022	SELL	$66.5 - $72.84 $66,034 - $72,330	-993 Reduced 17.27%	4,757 $338,000
Q3 2021 Nov 16, 2021	BUY	$64.04 - $69.55 $27,217 - $29,558	425 Added 7.98%	5,750 $381,000
Q2 2021 Aug 16, 2021	BUY	$66.04 - $70.76 $351,663 - $376,797	5,325 New	5,325 $360,000

Others Institutions Holding MDYV

# of Institutions

387

Shares Held

28.7M

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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Motive Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History