Worth Pointe, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Worth Pointe, LLC

$218 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$65.94 - $72.42 $215,228 - $236,378	-3,264 Closed	0 $0
Q4 2021 Apr 06, 2022	BUY	$66.5 - $72.84 $217,056 - $237,749	3,264 New	3,264 $220,000

Others Institutions Holding MDYV

# of Institutions

411

Shares Held

26.1M

Call Options Held

200

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

2.52M
Shares

$193 Million
0.39% of portfolio
North Rock Partners, LLC

1.33M
Shares

$102 Million
3.45% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$98.8 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

1.14M
Shares

$87 Million
0.04% of portfolio
Morgan Stanley New York, NY

724K
Shares

$55.5 Million
0.0% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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