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

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

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 8,528 shares of MDYV stock, worth $652,903. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,528
Previous 40,536 78.96%
Holding current value
$652,903
Previous $3.08 Billion 79.81%
% of portfolio
0.12%
Previous 0.57%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
360
Shares Held
27.1M
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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