Steward Partners Investment Advisory, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,288 shares of MDYV stock, worth $193,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,288
Previous 2,264 1.06%
Holding current value
$193,130
Previous $172,000 3.49%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$70.34 - $76.15 $1,688 - $1,827
24 Added 1.06%
2,288 $166,000
Q1 2024

May 15, 2024
SELL
$70.29 - $76.0 $373,521 - $403,864
-5,314 Reduced 70.12%
2,264 $172,000
Q4 2023

Feb 12, 2024
BUY
$59.86 - $74.11 $121,396 - $150,295
2,028 Added 36.54%
7,578 $556,000
Q3 2023

Nov 13, 2023
BUY
$63.95 - $71.85 $19,504 - $21,914
305 Added 5.82%
5,550 $359,000
Q2 2023

Aug 14, 2023
SELL
$62.86 - $68.78 $28,098 - $30,744
-447 Reduced 7.85%
5,245 $360,000
Q1 2023

May 15, 2023
BUY
$62.53 - $74.6 $40,456 - $48,266
647 Added 12.82%
5,692 $376,000
Q4 2022

Feb 15, 2023
BUY
$58.96 - $68.57 $297,453 - $345,935
5,045 New
5,045 $326,000
Q4 2020

Feb 11, 2021
SELL
$43.9 - $55.67 $2,985 - $3,785
-68 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$29.7 - $55.41 $3,326 - $6,205
-112 Reduced 62.22%
68 $2,000
Q2 2019

Jul 25, 2019
BUY
N/A
180 New
180 $9,000
Q1 2019

Apr 30, 2019
SELL
N/A
-5,472 Closed
0 $0
Q4 2018

Jan 15, 2019
BUY
N/A
5,202 Added 1926.67%
5,472 $242,000
Q2 2018

Jul 20, 2018
BUY
N/A
135 Added 100.0%
270 $14,000
Q1 2018

Apr 20, 2018
SELL
N/A
-97 Reduced 41.81%
135 $13,000
Q4 2017

Jan 19, 2018
BUY
N/A
232
232 $23,000

Others Institutions Holding MDYV

# of Institutions
359
Shares Held
27.4M
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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