Perennial Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 62,587 shares of MDYV stock, worth $4.51 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
62,587
Previous 57,902 8.09%
Holding current value
$4.51 Million
Previous $4.25 Million 11.96%
% of portfolio
0.72%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$70.29 - $76.0 $329,308 - $356,060
4,685 Added 8.09%
62,587 $4.76 Million
Q4 2023

Feb 14, 2024
BUY
$59.86 - $74.11 $896,642 - $1.11 Million
14,979 Added 34.9%
57,902 $4.25 Million
Q3 2023

Nov 14, 2023
SELL
$63.95 - $71.85 $32,678 - $36,715
-511 Reduced 1.18%
42,923 $2.78 Million
Q2 2023

Aug 14, 2023
SELL
$62.86 - $68.78 $2.19 Million - $2.4 Million
-34,911 Reduced 44.56%
43,434 $2.99 Million
Q1 2023

May 11, 2023
BUY
$62.53 - $74.6 $4.9 Million - $5.84 Million
78,345 New
78,345 $5.18 Million

Others Institutions Holding MDYV

# of Institutions
362
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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