Appleton Partners Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

A detailed history of Appleton Partners Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 2,648 shares of MDYV stock, worth $189,120. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,648

Previous 2,673 0.94%

Holding current value

$189,120

Previous $214,000 4.67%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$75.47 - $84.24 $1,886 - $2,106	-25 Reduced 0.94%	2,648 $204,000
Q4 2024 Jan 28, 2025	SELL	$78.43 - $87.17 $10,195 - $11,332	-130 Reduced 4.64%	2,673 $214,000
Q3 2024 Oct 01, 2024	SELL	$71.9 - $79.86 $1,797 - $1,996	-25 Reduced 0.88%	2,803 $223,000
Q2 2024 Jul 02, 2024	SELL	$70.34 - $76.15 $16,178 - $17,514	-230 Reduced 7.52%	2,828 $206,000
Q1 2024 Apr 01, 2024	SELL	$70.29 - $76.0 $34,793 - $37,620	-495 Reduced 13.93%	3,058 $232,000
Q3 2023 Oct 03, 2023	SELL	$63.95 - $71.85 $45,852 - $51,516	-717 Reduced 16.79%	3,553 $230,000
Q2 2023 Jul 10, 2023	SELL	$62.86 - $68.78 $1,257 - $1,375	-20 Reduced 0.47%	4,270 $294,000
Q4 2022 Jan 19, 2023	SELL	$58.96 - $68.57 $1,768 - $2,057	-30 Reduced 0.69%	4,290 $278,000
Q2 2022 Jul 08, 2022	SELL	$58.95 - $70.77 $5,895 - $7,077	-100 Reduced 2.26%	4,320 $261,000
Q4 2021 Feb 03, 2022	SELL	$66.5 - $72.84 $1,662 - $1,821	-25 Reduced 0.56%	4,420 $314,000
Q1 2021 Apr 19, 2021	BUY	$54.52 - $67.74 $16,356 - $20,322	300 Added 7.24%	4,445 $291,000
Q4 2020 Jan 19, 2021	SELL	$43.9 - $55.67 $24,803 - $31,453	-565 Reduced 12.0%	4,145 $230,000
Q3 2020 Oct 14, 2020	SELL	$41.0 - $46.73 $31,775 - $36,215	-775 Reduced 14.13%	4,710 $204,000
Q2 2020 Aug 14, 2020	SELL	$32.45 - $48.54 $76,906 - $115,039	-2,370 Reduced 30.17%	5,485 $234,000
Q1 2020 May 04, 2020	SELL	$29.7 - $55.41 $17,523 - $32,691	-590 Reduced 6.99%	7,855 $277,000
Q4 2019 Jan 13, 2020	SELL	$48.98 - $55.16 $2,987 - $3,364	-61 Reduced 0.72%	8,445 $463,000
Q3 2019 Nov 04, 2019	SELL	$50.75 - $52.31 $61,915 - $63,818	-1,220 Reduced 12.54%	8,506 $437,000
Q2 2019 Jul 25, 2019	SELL	N/A	-2,440 Reduced 20.06%	9,726 $500,000
Q1 2019 Apr 17, 2019	SELL	N/A	-1,853 Reduced 13.22%	12,166 $613,000
Q4 2018 Jan 17, 2019	SELL	N/A	-5,835 Reduced 29.39%	14,019 $622,000
Q3 2018 Oct 09, 2018	SELL	N/A	-4,548 Reduced 18.64%	19,854 $1.07 Million
Q2 2018 Aug 08, 2018	BUY	N/A	6,766 Added 38.36%	24,402 $1.27 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-8,738 Reduced 33.13%	17,636 $1.75 Million
Q4 2017 Jan 12, 2018	SELL	N/A	-5,148 Reduced 16.33%	26,374 $2.71 Million
Q3 2017 Oct 12, 2017	BUY	N/A	31,522	31,522 $3.12 Million

Others Institutions Holding MDYV

# of Institutions

407

Shares Held

27.9M

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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Appleton Partners Inc Spdr S&P 400 Mid Cap Value ETF Transaction History