Rmr Wealth Builders Spdr S&P 400 Mid Cap Value ETF Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$43.9 - $55.67 $5.9 Million - $7.48 Million	-134,430 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$41.0 - $46.73 $5.51 Million - $6.28 Million	134,430 New	134,430 $5.83 Million

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$546 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$119 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$100 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$49.9 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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