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

Scarborough Advisors, LLC

$606 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$70.34 - $76.15 $150,808 - $163,265	-2,144 Reduced 96.62%	75 $5,000
Q1 2024 May 10, 2024	BUY	$70.29 - $76.0 $492 - $532	7 Added 0.32%	2,219 $168,000
Q4 2023 Feb 29, 2024	BUY	$59.86 - $74.11 $104,036 - $128,803	1,738 Added 366.67%	2,212 $162,000
Q4 2023 Feb 22, 2024	BUY	$59.86 - $74.11 $28,373 - $35,128	474 New	474 $34,000
Q4 2022 Feb 10, 2023	BUY	$58.96 - $68.57 $191,914 - $223,195	3,255 New	3,255 $210,000
Q2 2022 Aug 09, 2022	BUY	$58.95 - $70.77 $233,265 - $280,036	3,957 Added 2.6%	156,433 $9.46 Million
Q1 2022 Aug 09, 2022	BUY	$65.94 - $72.42 $9.79 Million - $10.8 Million	148,458 Added 3694.82%	152,476 $10.7 Million
Q4 2021 Aug 09, 2022	BUY	$66.5 - $72.84 $267,197 - $292,671	4,018 New	4,018 $286,000

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$508 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$111 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$93.2 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.4 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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