Portside Wealth Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Portside Wealth Group, LLC

$613 Billion
Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 9,791 shares of MDYV stock, worth $750,969. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,791

Previous 9,254 5.8%

Holding current value

$750,969

Previous $742 Million 1.65%

% of portfolio

0.12%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$75.47 - $84.24 $40,527 - $45,236	537 Added 5.8%	9,791 $754 Million
Q1 2025 Apr 10, 2025	BUY	$75.47 - $84.24 $58,338 - $65,117	773 Added 9.11%	9,254 $742 Million
Q4 2024 Jan 15, 2025	SELL	$78.43 - $87.17 $941 - $1,046	-12 Reduced 0.14%	8,481 $674 Million
Q3 2024 Oct 31, 2024	SELL	$71.9 - $79.86 $2,516 - $2,795	-35 Reduced 0.41%	8,493 $675 Million
Q2 2024 Jul 18, 2024	SELL	$70.34 - $76.15 $2.25 Million - $2.44 Million	-32,008 Reduced 78.96%	8,528 $622 Million
Q1 2024 Apr 17, 2024	BUY	$70.29 - $76.0 $156,957 - $169,708	2,233 Added 5.83%	40,536 $3.08 Billion
Q4 2023 Jan 16, 2024	BUY	$59.86 - $74.11 $98,828 - $122,355	1,651 Added 4.5%	38,303 $2.81 Billion
Q3 2023 Oct 27, 2023	BUY	$63.95 - $71.85 $71,624 - $80,472	1,120 Added 3.15%	36,652 $2.37 Billion
Q2 2023 Sep 01, 2023	SELL	$62.86 - $68.78 $101 Million - $110 Million	-1,601,654 Reduced 97.83%	35,532 $2.44 Billion
Q2 2023 Aug 01, 2023	BUY	$62.86 - $68.78 $103 Million - $113 Million	1,637,186 New	1,637,186 $113 Million

Others Institutions Holding MDYV

# of Institutions

406

Shares Held

32.2M

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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Portside Wealth Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History