Lutz Financial Services LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 726,188 shares of MDYV stock, worth $59.5 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares

726,188

Previous 701,235 3.56%

Holding current value

$59.5 Million

Previous $55.7 Million 8.75%

% of portfolio

4.39%

Previous 4.33%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$78.88 - $85.2 $1.97 Million - $2.13 Million	24,953 Added 3.56%	726,188 $60.6 Million
Q2 2025 Jul 29, 2025	SELL	$66.87 - $79.47 $184,561 - $219,337	-2,760 Reduced 0.39%	701,235 $55.7 Million
Q1 2025 May 07, 2025	BUY	$75.47 - $84.24 $701,720 - $783,263	9,298 Added 1.34%	703,995 $54.2 Million
Q4 2024 Feb 03, 2025	BUY	$78.43 - $87.17 $290,583 - $322,964	3,705 Added 0.54%	694,697 $55.7 Million
Q3 2024 Oct 29, 2024	BUY	$71.9 - $79.86 $1.07 Million - $1.19 Million	14,917 Added 2.21%	690,992 $54.9 Million

Q2 2024 Jul 29, 2024	BUY	$70.34 - $76.15 $764,455 - $827,598	10,868 Added 1.63%	676,075 $49.3 Million
Q1 2024 May 03, 2024	BUY	$70.29 - $76.0 $1.41 Million - $1.52 Million	20,004 Added 3.1%	665,207 $50.6 Million
Q4 2023 Feb 07, 2024	BUY	$59.86 - $74.11 $2.27 Million - $2.81 Million	37,891 Added 6.24%	645,203 $47.3 Million
Q3 2023 Nov 03, 2023	BUY	$63.95 - $71.85 $893,253 - $1 Million	13,968 Added 2.35%	607,312 $39.4 Million
Q2 2023 Aug 07, 2023	BUY	$62.86 - $68.78 $2.55 Million - $2.79 Million	40,627 Added 7.35%	593,344 $40.8 Million
Q1 2023 May 01, 2023	SELL	$62.53 - $74.6 $29,951 - $35,733	-479 Reduced 0.09%	552,717 $36.5 Million
Q4 2022 Feb 06, 2023	BUY	$58.96 - $68.57 $1.67 Million - $1.94 Million	28,243 Added 5.38%	553,196 $35.8 Million
Q3 2022 Oct 21, 2022	BUY	$57.82 - $69.04 $2.01 Million - $2.4 Million	34,780 Added 7.1%	524,953 $30.4 Million
Q2 2022 Jul 20, 2022	BUY	$58.95 - $70.77 $935,418 - $1.12 Million	15,868 Added 3.35%	490,173 $29.7 Million
Q1 2022 Apr 25, 2022	BUY	$65.94 - $72.42 $2.13 Million - $2.34 Million	32,281 Added 7.3%	474,305 $33.4 Million
Q4 2021 Jan 19, 2022	SELL	$66.5 - $72.84 $416,024 - $455,687	-6,256 Reduced 1.4%	442,024 $31.4 Million
Q3 2021 Oct 27, 2021	BUY	$64.04 - $69.55 $1.17 Million - $1.27 Million	18,303 Added 4.26%	448,280 $29.7 Million
Q2 2021 Jul 26, 2021	BUY	$66.04 - $70.76 $1.98 Million - $2.12 Million	29,980 Added 7.5%	429,977 $29 Million
Q1 2021 Apr 27, 2021	BUY	$54.52 - $67.74 $1.46 Million - $1.81 Million	26,770 Added 7.17%	399,997 $26.2 Million
Q4 2020 Feb 12, 2021	BUY	$43.9 - $55.67 $1.65 Million - $2.09 Million	37,505 Added 11.17%	373,227 $20.7 Million
Q3 2020 Nov 05, 2020	BUY	$41.0 - $46.73 $492,410 - $561,227	12,010 Added 3.71%	335,722 $14.6 Million
Q2 2020 Jul 28, 2020	BUY	$32.45 - $48.54 $5.71 Million - $8.54 Million	176,025 Added 119.19%	323,712 $13.8 Million
Q1 2020 Apr 27, 2020	SELL	$29.7 - $55.41 $1.04 Million - $1.95 Million	-35,143 Reduced 19.22%	147,687 $5.21 Million
Q4 2019 Feb 03, 2020	BUY	$48.98 - $55.16 $2.94 Million - $3.31 Million	60,089 Added 48.96%	182,830 $10 Million
Q3 2019 Oct 31, 2019	BUY	$50.75 - $52.31 $1.93 Million - $1.99 Million	37,965 Added 44.78%	122,741 $6.3 Million
Q2 2019 Aug 13, 2019	BUY	N/A	80,329 Added 1806.36%	84,776 $4.36 Million
Q1 2019 May 06, 2019	BUY	N/A	4,447 New	4,447 $224,000

Others Institutions Holding MDYV

# of Institutions

412

Shares Held

24.5M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Lutz Financial Services LLC Spdr S&P 400 Mid Cap Value ETF Transaction History