Valicenti Advisory Services Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Valicenti Advisory Services Inc

$402 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 17, 2018	SELL	N/A	-37,708 Closed	0 $0
Q2 2018 Jul 24, 2018	BUY	N/A	19,766 Added 110.17%	37,708 $1.96 Million
Q1 2018 Apr 25, 2018	BUY	N/A	17,942 New	17,942 $1.79 Million

Others Institutions Holding MDYV

# of Institutions

389

Shares Held

28.8M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$521 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$114 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$91.1 Million
0.04% of portfolio
Tiaa Trust, National Association Charlotte, NC

811K
Shares

$66.5 Million
0.2% of portfolio
Lutz Financial Services LLC

695K
Shares

$57 Million
4.5% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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