Pds Planning, Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Pds Planning, Inc holds 2,468 shares of MDYV stock, worth $202,820. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,468

Holding current value

$202,820

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$78.88 - $85.2 $194,675 - $210,273	2,468 New	2,468 $205,000

Others Institutions Holding MDYV

# of Institutions

417

Shares Held

24.6M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

2.27M
Shares

$187 Million
0.32% of portfolio
North Rock Partners, LLC

1.37M
Shares

$113 Million
3.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$106 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$88.9 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

842K
Shares

$69.2 Million
0.07% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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