Avantax Advisory Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 84,142 shares of MDYV stock, worth $6.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

84,142

Previous 105,871 20.52%

Holding current value

$6.79 Million

Previous $8.41 Million 19.78%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$78.43 - $87.17 $1.7 Million - $1.89 Million	-21,729 Reduced 20.52%	84,142 $6.75 Million
Q3 2024 Nov 13, 2024	BUY	$71.9 - $79.86 $2.67 Million - $2.96 Million	37,095 Added 53.94%	105,871 $8.41 Million
Q2 2024 Aug 09, 2024	BUY	$70.34 - $76.15 $4.64 Million - $5.03 Million	66,022 Added 2397.31%	68,776 $5.02 Million
Q1 2024 May 08, 2024	SELL	$70.29 - $76.0 $40,838 - $44,156	-581 Reduced 17.42%	2,754 $209,000
Q4 2023 Feb 07, 2024	BUY	$59.86 - $74.11 $199,633 - $247,156	3,335 New	3,335 $244,000
Q2 2022 Aug 02, 2022	SELL	$58.95 - $70.77 $277,065 - $332,619	-4,700 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$65.94 - $72.42 $309,918 - $340,374	4,700 New	4,700 $330,000

Others Institutions Holding MDYV

# of Institutions

402

Shares Held

31.8M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History