A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,127 shares of MDYV stock, worth $736,731. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,127
Previous 4,593 98.72%
Holding current value
$736,731
Previous $335,000 116.42%
% of portfolio
0.07%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$71.9 - $79.86 $325,994 - $362,085
4,534 Added 98.72%
9,127 $725,000
Q2 2024

Aug 13, 2024

BUY
$70.34 - $76.15 $1,688 - $1,827
24 Added 0.53%
4,593 $335,000
Q1 2024

May 15, 2024

BUY
$70.29 - $76.0 $321,155 - $347,244
4,569 New
4,569 $347,000

Others Institutions Holding MDYV

About SPDR S&P 400 MID CAP VALUE ETF


  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.