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 $691,203. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,813

Previous 4,313 104.34%

Holding current value

$691,203

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

407

Shares Held

32.3M

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

More about MDYV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

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