Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 20,305 shares of MDYV stock, worth $1.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,305

Previous 37,163 45.36%

Holding current value

$1.66 Million

Previous $2.86 Million 43.7%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$66.87 - $79.47 $1.13 Million - $1.34 Million	-16,858 Reduced 45.36%	20,305 $1.61 Million
Q1 2025 May 15, 2025	SELL	$75.47 - $84.24 $3.08 Million - $3.44 Million	-40,780 Reduced 52.32%	37,163 $2.86 Million
Q4 2024 Feb 13, 2025	BUY	$78.43 - $87.17 $5.64 Million - $6.26 Million	71,869 Added 1183.22%	77,943 $6.25 Million
Q3 2024 Nov 14, 2024	BUY	$71.9 - $79.86 $326,713 - $362,883	4,544 Added 296.99%	6,074 $482,000
Q1 2024 May 14, 2024	BUY	$70.29 - $76.0 $5,974 - $6,460	85 Added 5.88%	1,530 $116,000

Q4 2023 Feb 28, 2024	BUY	$59.86 - $74.11 $86,497 - $107,088	1,445 New	1,445 $106,000
Q1 2023 Jun 05, 2023	SELL	$62.53 - $74.6 $11.7 Million - $13.9 Million	-186,411 Reduced 96.64%	6,479 $428,000
Q4 2022 Jun 12, 2023	BUY	$58.96 - $68.57 $12.1 Million - $14.1 Million	205,627 Added 3173.75%	212,106 $13.7 Million
Q3 2022 Dec 02, 2022	BUY	$57.82 - $69.04 $11.2 Million - $13.3 Million	192,890 New	192,890 $11.2 Million
Q1 2020 May 18, 2020	SELL	$29.7 - $55.41 $201,247 - $375,458	-6,776 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$48.98 - $55.16 $331,888 - $373,764	6,776 New	6,776 $371,000

Others Institutions Holding MDYV

# of Institutions

412

Shares Held

24.5M

Call Options Held

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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Ep Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History