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

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 8,813 shares of MDYV stock, worth $729,099. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,813

Previous 4,313 104.34%

Holding current value

$729,099

Previous $342,000 106.43%

% of portfolio

0.1%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$78.43 - $87.17 $352,935 - $392,265	4,500 Added 104.34%	8,813 $706,000
Q1 2024 Apr 12, 2024	BUY	$70.29 - $76.0 $8,434 - $9,120	120 Added 2.86%	4,313 $327,000
Q4 2023 Jan 10, 2024	SELL	$59.86 - $74.11 $268,412 - $332,309	-4,484 Reduced 51.68%	4,193 $307,000
Q3 2023 Oct 13, 2023	BUY	$63.95 - $71.85 $56,212 - $63,156	879 Added 11.27%	8,677 $562,000
Q2 2023 Jul 20, 2023	BUY	$62.86 - $68.78 $18,858 - $20,634	300 Added 4.0%	7,798 $536,000
Q1 2023 Apr 07, 2023	BUY	$62.53 - $74.6 $17,508 - $20,888	280 Added 3.88%	7,498 $495,000
Q4 2022 Jan 18, 2023	BUY	$58.96 - $68.57 $217,326 - $252,749	3,686 Added 104.36%	7,218 $0
Q3 2022 Oct 18, 2022	BUY	$57.82 - $69.04 $204,220 - $243,849	3,532 New	3,532 $204,000

Others Institutions Holding MDYV

# of Institutions

382

Shares Held

28.3M

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