Wealthcare Advisory Partners LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 34,990 shares of MDYV stock, worth $3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

34,990

Previous 28,813 21.44%

Holding current value

$3 Million

Previous $2.1 Million 32.32%

% of portfolio

0.08%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$71.9 - $79.86 $444,126 - $493,295	6,177 Added 21.44%	34,990 $2.78 Million
Q2 2024 Aug 09, 2024	BUY	$70.34 - $76.15 $383,845 - $415,550	5,457 Added 23.36%	28,813 $2.1 Million
Q1 2024 Apr 15, 2024	BUY	$70.29 - $76.0 $176,427 - $190,760	2,510 Added 12.04%	23,356 $1.78 Million
Q4 2023 Feb 06, 2024	SELL	$59.86 - $74.11 $708,263 - $876,869	-11,832 Reduced 36.21%	20,846 $1.53 Million
Q3 2023 Oct 12, 2023	BUY	$63.95 - $71.85 $4,796 - $5,388	75 Added 0.23%	32,678 $2.12 Million
Q2 2023 Jul 17, 2023	SELL	$62.86 - $68.78 $104,913 - $114,793	-1,669 Reduced 4.87%	32,603 $2.24 Million
Q1 2023 May 04, 2023	BUY	$62.53 - $74.6 $135,377 - $161,509	2,165 Added 6.74%	34,272 $2.26 Million
Q4 2022 Feb 13, 2023	BUY	$58.96 - $68.57 $244,684 - $284,565	4,150 Added 14.84%	32,107 $2.08 Million
Q3 2022 Nov 14, 2022	BUY	$57.82 - $69.04 $325,989 - $389,247	5,638 Added 25.26%	27,957 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	$58.95 - $70.77 $693,016 - $831,972	11,756 Added 111.29%	22,319 $1.35 Million
Q1 2022 Apr 15, 2022	BUY	$65.94 - $72.42 $270,551 - $297,139	4,103 Added 63.51%	10,563 $743,000
Q4 2021 Feb 11, 2022	BUY	$66.5 - $72.84 $7,780 - $8,522	117 Added 1.84%	6,460 $0
Q3 2021 Nov 15, 2021	SELL	$64.04 - $69.55 $44,187 - $47,989	-690 Reduced 9.81%	6,343 $420,000
Q2 2021 Aug 16, 2021	BUY	$66.04 - $70.76 $51,313 - $54,980	777 Added 12.42%	7,033 $475,000
Q1 2021 Apr 30, 2021	SELL	$54.52 - $67.74 $196,435 - $244,067	-3,603 Reduced 36.55%	6,256 $409,000
Q3 2020 Oct 29, 2020	SELL	$41.0 - $46.73 $4,510 - $5,140	-110 Reduced 1.1%	9,859 $428,000
Q2 2020 Jul 29, 2020	SELL	$32.45 - $48.54 $13,791 - $20,629	-425 Reduced 4.09%	9,969 $425,000
Q1 2020 Apr 29, 2020	SELL	$29.7 - $55.41 $7,632 - $14,240	-257 Reduced 2.41%	10,394 $366,000
Q3 2019 Oct 17, 2019	SELL	$50.75 - $52.31 $93,532 - $96,407	-1,843 Reduced 14.75%	10,651 $547,000
Q2 2019 Jul 30, 2019	BUY	N/A	100 Added 0.81%	12,494 $642,000
Q1 2019 May 13, 2019	BUY	N/A	12,394 New	12,394 $624,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Wealthcare Advisory Partners LLC Spdr S&P 400 Mid Cap Value ETF Transaction History