Waller Financial Planning Group, Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Waller Financial Planning Group, Inc

$412 Million
Q2 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 62,535 shares of MDYV stock, worth $4.97 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

62,535

Previous 52,612 18.86%

Holding current value

$4.97 Million

Previous $4.04 Million 23.12%

% of portfolio

1.21%

Previous 1.14%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$66.87 - $79.47 $663,551 - $788,580	9,923 Added 18.86%	62,535 $4.97 Million
Q1 2025 Apr 02, 2025	SELL	$75.47 - $84.24 $1.37 Million - $1.53 Million	-18,115 Reduced 25.61%	52,612 $4.04 Million
Q4 2024 Jan 03, 2025	BUY	$78.43 - $87.17 $145,644 - $161,874	1,857 Added 2.7%	70,727 $5.67 Million
Q3 2024 Oct 02, 2024	BUY	$71.9 - $79.86 $249,996 - $277,673	3,477 Added 5.32%	68,870 $5.47 Million
Q2 2024 Jul 02, 2024	BUY	$70.34 - $76.15 $134,279 - $145,370	1,909 Added 3.01%	65,393 $4.77 Million
Q1 2024 Apr 02, 2024	BUY	$70.29 - $76.0 $70,571 - $76,304	1,004 Added 1.61%	63,484 $4.82 Million
Q4 2023 Jan 03, 2024	SELL	$59.86 - $74.11 $3,531 - $4,372	-59 Reduced 0.09%	62,480 $4.58 Million
Q3 2023 Oct 18, 2023	SELL	$63.95 - $71.85 $52,375 - $58,845	-819 Reduced 1.29%	62,539 $4.06 Million
Q2 2023 Jul 05, 2023	BUY	$62.86 - $68.78 $132,006 - $144,438	2,100 Added 3.43%	63,358 $4.36 Million
Q1 2023 Apr 18, 2023	SELL	$62.53 - $74.6 $1.28 Million - $1.53 Million	-20,483 Reduced 25.06%	61,258 $4.05 Million
Q4 2022 Jan 05, 2023	SELL	$58.96 - $68.57 $49,054 - $57,050	-832 Reduced 1.01%	81,741 $0
Q3 2022 Oct 20, 2022	BUY	$57.82 - $69.04 $23,532 - $28,099	407 Added 0.5%	82,573 $4.77 Million
Q2 2022 Jul 18, 2022	SELL	$58.95 - $70.77 $127,390 - $152,933	-2,161 Reduced 2.56%	82,166 $4.97 Million
Q1 2022 Apr 18, 2022	BUY	$65.94 - $72.42 $8,967 - $9,849	136 Added 0.16%	84,327 $5.94 Million
Q4 2021 Jan 26, 2022	SELL	$66.5 - $72.84 $77,273 - $84,640	-1,162 Reduced 1.36%	84,191 $5.99 Million
Q3 2021 Oct 19, 2021	BUY	$64.04 - $69.55 $44,443 - $48,267	694 Added 0.82%	85,353 $5.65 Million
Q2 2021 Jul 22, 2021	SELL	$66.04 - $70.76 $42,926 - $45,994	-650 Reduced 0.76%	84,659 $5.72 Million
Q1 2021 Apr 14, 2021	SELL	$54.52 - $67.74 $672,068 - $835,030	-12,327 Reduced 12.63%	85,309 $5.58 Million
Q4 2020 Jan 14, 2021	SELL	$43.9 - $55.67 $424,205 - $537,939	-9,663 Reduced 9.01%	97,636 $5.42 Million
Q3 2020 Oct 19, 2020	SELL	$41.0 - $46.73 $28,495 - $32,477	-695 Reduced 0.64%	107,299 $4.66 Million
Q2 2020 Jul 14, 2020	SELL	$32.45 - $48.54 $1.46 Million - $2.19 Million	-45,018 Reduced 29.42%	107,994 $4.6 Million
Q1 2020 Apr 13, 2020	BUY	$29.7 - $55.41 $946,657 - $1.77 Million	31,874 Added 26.31%	153,012 $5.4 Million
Q4 2019 Jan 15, 2020	BUY	$48.98 - $55.16 $27,722 - $31,220	566 Added 0.47%	121,138 $6.64 Million
Q3 2019 Oct 30, 2019	BUY	$50.75 - $52.31 $257,201 - $265,107	5,068 Added 4.39%	120,572 $6.32 Million
Q2 2019 Jul 16, 2019	BUY	N/A	3,634 Added 3.25%	115,504 $5.87 Million
Q1 2019 Apr 17, 2019	BUY	N/A	3,470 Added 3.2%	111,870 $5.9 Million
Q4 2018 Jan 30, 2019	BUY	N/A	108,400 New	108,400 $4.81 Million

Others Institutions Holding MDYV

# of Institutions

418

Shares Held

25.1M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Waller Financial Planning Group, Inc Spdr S&P 400 Mid Cap Value ETF Transaction History