Mystic Asset Management, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Mystic Asset Management, Inc.

$367 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$65.94 - $72.42 $3,297 - $3,621	-50 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$66.5 - $72.84 $3,325 - $3,642	50 New	50 $3,000

Others Institutions Holding MDYV

# of Institutions

391

Shares Held

29.2M

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
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$91.3 Million
0.04% of portfolio
Tiaa Trust, National Association Charlotte, NC

811K
Shares

$66.6 Million
0.2% of portfolio
Lutz Financial Services LLC

695K
Shares

$57.1 Million
4.5% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
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