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

Private Wealth Management Group, LLC

$363 Billion
Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 129,065 shares of MDYV stock, worth $10.6 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

129,065

Previous 132,360 2.49%

Holding current value

$10.6 Million

Previous $10.5 Billion 2.4%

% of portfolio

2.96%

Previous 3.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$78.88 - $85.2 $259,909 - $280,734	-3,295 Reduced 2.49%	129,065 $10.8 Billion
Q2 2025 Jul 29, 2025	SELL	$66.87 - $79.47 $87,332 - $103,787	-1,306 Reduced 0.98%	132,360 $10.5 Billion
Q1 2025 May 02, 2025	SELL	$75.47 - $84.24 $4,452 - $4,970	-59 Reduced 0.04%	133,666 $10.3 Billion
Q4 2024 Jan 27, 2025	SELL	$78.43 - $87.17 $711,438 - $790,719	-9,071 Reduced 6.35%	133,725 $10.7 Billion
Q3 2024 Oct 29, 2024	SELL	$71.9 - $79.86 $71,684 - $79,620	-997 Reduced 0.69%	142,796 $11.3 Billion

Q2 2024 Aug 13, 2024	SELL	$70.34 - $76.15 $74,490 - $80,642	-1,059 Reduced 0.73%	143,793 $10.5 Billion
Q1 2024 Apr 30, 2024	BUY	$70.29 - $76.0 $316,094 - $341,772	4,497 Added 3.2%	144,852 $11 Billion
Q4 2023 Feb 08, 2024	BUY	$59.86 - $74.11 $8.4 Million - $10.4 Million	140,355 New	140,355 $10.3 Billion

Others Institutions Holding MDYV

# of Institutions

412

Shares Held

24.5M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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