Msh Capital Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Msh Capital Advisors LLC

$318 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Feb 13, 2025	SELL	$70.34 - $76.15 $201,242 - $217,865	-2,861 Closed	0 $0
Q4 2023 Feb 13, 2025	BUY	$59.86 - $74.11 $171,259 - $212,028	2,861 New	2,861 $210 Million

Others Institutions Holding MDYV

# of Institutions

399

Shares Held

31.6M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$523 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.34M
Shares

$110 Million
0.23% of portfolio
North Rock Partners, LLC

1.33M
Shares

$109 Million
3.51% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$91.3 Million
0.04% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

1M
Shares

$82.2 Million
0.01% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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