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

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$66.04 - $70.76 $30,774 - $32,974	-466 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$43.9 - $55.67 $614 - $779	-14 Reduced 2.92%	466 $26,000
Q2 2020 Jul 20, 2020	SELL	$32.45 - $48.54 $4,867 - $7,281	-150 Reduced 23.81%	480 $20,000
Q1 2020 Apr 13, 2020	BUY	$29.7 - $55.41 $1,336 - $2,493	45 Added 7.69%	630 $25,000
Q4 2019 Jan 24, 2020	BUY	$48.98 - $55.16 $146 - $165	3 Added 0.52%	585 $32,000
Q1 2019 Apr 12, 2019	BUY	N/A	398 Added 216.3%	582 $29,000
Q4 2018 Jan 30, 2019	BUY	N/A	1 Added 0.55%	184 $8,000
Q3 2018 Nov 01, 2018	BUY	N/A	1 Added 0.55%	183 $9,000
Q2 2018 Aug 14, 2018	BUY	N/A	102 Added 127.5%	182 $10,000
Q1 2018 Apr 12, 2018	SELL	N/A	-86 Reduced 51.81%	80 $8,000
Q4 2017 Feb 09, 2018	BUY	N/A	166	166 $17,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.