Kwb Wealth Spdr S&P 400 Mid Cap Value ETF Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Kwb Wealth holds 180,099 shares of MDYV stock, worth $12.9 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
180,099
Previous 190,054
5.24%
Holding current value
$12.9 Million
Previous $15.2 Million
9.38%
% of portfolio
1.76%
Previous 1.93%
Shares
18 transactions
Others Institutions Holding MDYV
# of Institutions
407Shares Held
27.9MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.52MShares$180 Million0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$95.8 Million0.23% of portfolio
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North Rock Partners, LLC1.33MShares$95 Million3.51% of portfolio
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Lpl Financial LLC Fort Mill, SC1.11MShares$79.3 Million0.04% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA1MShares$71.4 Million0.01% of portfolio