Mount Yale Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,769 shares of MDYV stock, worth $1.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,769

Previous 9,127 50.86%

Holding current value

$1.15 Million

Previous $725,000 52.28%

% of portfolio

0.09%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$78.43 - $87.17 $364,072 - $404,643	4,642 Added 50.86%	13,769 $1.1 Million
Q3 2024 Oct 23, 2024	BUY	$71.9 - $79.86 $325,994 - $362,085	4,534 Added 98.72%	9,127 $725,000
Q2 2024 Aug 13, 2024	BUY	$70.34 - $76.15 $1,688 - $1,827	24 Added 0.53%	4,593 $335,000
Q1 2024 May 15, 2024	BUY	$70.29 - $76.0 $321,155 - $347,244	4,569 New	4,569 $347,000

Others Institutions Holding MDYV

# of Institutions

377

Shares Held

27.7M

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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History