Parkside Financial Bank & Trust Spdr S&P 400 Mid Cap Value ETF Transaction History

Parkside Financial Bank & Trust

$702 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$62.53 - $74.6 $28,013 - $33,420	448 New	448 $29,000
Q1 2020 May 05, 2020	SELL	$29.7 - $55.41 $25,334 - $47,264	-853 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$48.98 - $55.16 $3,771 - $4,247	-77 Reduced 8.28%	853 $47,000
Q3 2019 Nov 05, 2019	BUY	$50.75 - $52.31 $2,639 - $2,720	52 Added 5.92%	930 $48,000
Q2 2019 Aug 06, 2019	SELL	N/A	-422 Reduced 32.46%	878 $45,000
Q1 2019 May 01, 2019	SELL	N/A	-65 Reduced 4.76%	1,300 $65,000
Q4 2018 Jan 31, 2019	BUY	N/A	143 Added 11.7%	1,365 $61,000
Q3 2018 Oct 12, 2018	SELL	N/A	-91 Reduced 6.93%	1,222 $66,000
Q2 2018 Aug 03, 2018	BUY	N/A	656 Added 99.85%	1,313 $68,000
Q1 2018 May 02, 2018	SELL	N/A	-23 Reduced 3.38%	657 $65,000
Q3 2017 Oct 27, 2017	BUY	N/A	680	680 $67,000

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

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