Sowell Financial Services LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$58.96 - $68.57 $2.03 Million - $2.37 Million	34,507 New	34,507 $2.23 Million
Q2 2021 Aug 05, 2021	SELL	$66.04 - $70.76 $41,935 - $44,932	-635 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$54.52 - $67.74 $20,990 - $26,079	385 Added 154.0%	635 $44,000
Q3 2020 Nov 12, 2020	BUY	$41.0 - $46.73 $10,250 - $11,682	250 New	250 $11,000
Q2 2020 Aug 13, 2020	SELL	$32.45 - $48.54 $12,395 - $18,542	-382 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$29.7 - $55.41 $57,024 - $106,387	-1,920 Reduced 83.41%	382 $13,000
Q4 2019 Feb 07, 2020	SELL	$48.98 - $55.16 $165,454 - $186,330	-3,378 Reduced 59.47%	2,302 $0
Q3 2019 Nov 14, 2019	BUY	$50.75 - $52.31 $288,260 - $297,120	5,680 New	5,680 $291,000

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

$550 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$120 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$101 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$50.3 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.