First Purpose Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,352 shares of MDYV stock, worth $577,499. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,352

Previous 7,245 1.48%

Holding current value

$577,499

Previous $531,000 5.08%

% of portfolio

0.2%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$70.29 - $76.0 $7,521 - $8,132	107 Added 1.48%	7,352 $558,000
Q4 2023 Apr 22, 2024	BUY	$59.86 - $74.11 $36,454 - $45,132	609 Added 9.18%	7,245 $531,000
Q3 2023 Oct 30, 2023	BUY	$63.95 - $71.85 $10,040 - $11,280	157 Added 2.42%	6,636 $430,000
Q2 2023 Jul 21, 2023	BUY	$62.86 - $68.78 $57,642 - $63,071	917 Added 16.49%	6,479 $445,000
Q1 2023 May 03, 2023	BUY	$62.53 - $74.6 $41,957 - $50,056	671 Added 13.72%	5,562 $367,000
Q4 2022 Jan 26, 2023	BUY	$58.96 - $68.57 $35,493 - $41,279	602 Added 14.04%	4,891 $0
Q3 2022 Oct 24, 2022	BUY	$57.82 - $69.04 $247,989 - $296,112	4,289 New	4,289 $248,000

Others Institutions Holding MDYV

# of Institutions

404

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

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Account

First Purpose Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History