Sja Financial Advisory, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Sja Financial Advisory, LLC

$139 Million
Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 8,534 shares of MDYV stock, worth $669,321. This represents 0.49% of its overall portfolio holdings.

Number of Shares

8,534

Previous 9,052 5.72%

Holding current value

$669,321

Previous $719,000 4.87%

% of portfolio

0.49%

Previous 0.49%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$78.43 - $87.17 $40,626 - $45,154	-518 Reduced 5.72%	8,534 $684,000
Q3 2024 Nov 25, 2024	BUY	$71.9 - $79.86 $2,804 - $3,114	39 Added 0.43%	9,052 $719,000
Q2 2024 Jul 31, 2024	SELL	$70.34 - $76.15 $4,783 - $5,178	-68 Reduced 0.75%	9,013 $657,000
Q1 2024 May 10, 2024	BUY	$70.29 - $76.0 $17,010 - $18,392	242 Added 2.74%	9,081 $690,000
Q4 2023 Feb 14, 2024	SELL	$59.86 - $74.11 $39,567 - $48,986	-661 Reduced 6.96%	8,839 $648,000
Q3 2023 Nov 15, 2023	BUY	$63.95 - $71.85 $2,749 - $3,089	43 Added 0.45%	9,500 $616,000
Q2 2023 Aug 14, 2023	BUY	$62.86 - $68.78 $9,366 - $10,248	149 Added 1.6%	9,457 $650,000
Q1 2023 Apr 28, 2023	BUY	$62.53 - $74.6 $1,625 - $1,939	26 Added 0.28%	9,308 $615,000
Q4 2022 Feb 14, 2023	SELL	$58.96 - $68.57 $43,689 - $50,810	-741 Reduced 7.39%	9,282 $600,000
Q3 2022 Feb 14, 2023	BUY	$57.82 - $69.04 $23,417 - $27,961	405 Added 4.21%	10,023 $0
Q2 2022 Aug 03, 2022	SELL	$58.95 - $70.77 $4,067 - $4,883	-69 Reduced 0.71%	9,618 $582,000
Q1 2022 Apr 21, 2022	SELL	$65.94 - $72.42 $10,286 - $11,297	-156 Reduced 1.58%	9,687 $682,000
Q4 2021 Feb 16, 2022	SELL	$66.5 - $72.84 $4,322 - $4,734	-65 Reduced 0.66%	9,843 $700,000
Q3 2021 Nov 08, 2021	BUY	$64.04 - $69.55 $9,221 - $10,015	144 Added 1.47%	9,908 $656,000
Q2 2021 Jul 21, 2021	BUY	$66.04 - $70.76 $27,934 - $29,931	423 Added 4.53%	9,764 $659,000
Q1 2021 May 14, 2021	SELL	$54.52 - $67.74 $143,442 - $178,223	-2,631 Reduced 21.98%	9,341 $611,000
Q4 2020 Feb 08, 2021	SELL	$43.9 - $55.67 $47,324 - $60,012	-1,078 Reduced 8.26%	11,972 $664,000
Q3 2020 Nov 06, 2020	SELL	$41.0 - $46.73 $26,404 - $30,094	-644 Reduced 4.7%	13,050 $566,000
Q2 2020 Aug 12, 2020	SELL	$32.45 - $48.54 $372,006 - $556,462	-11,464 Reduced 45.57%	13,694 $584,000
Q1 2020 May 11, 2020	BUY	$29.7 - $55.41 $120,938 - $225,629	4,072 Added 19.31%	25,158 $887,000
Q4 2019 Feb 05, 2020	BUY	$48.98 - $55.16 $7,102 - $7,998	145 Added 0.69%	21,086 $1.16 Million
Q3 2019 Oct 30, 2019	BUY	$50.75 - $52.31 $20,046 - $20,662	395 Added 1.92%	20,941 $1.08 Million
Q2 2019 Aug 02, 2019	BUY	N/A	1,743 Added 9.27%	20,546 $1.06 Million
Q1 2019 May 03, 2019	BUY	N/A	8,963 Added 91.09%	18,803 $947,000
Q4 2018 Jan 28, 2019	BUY	N/A	388 Added 4.1%	9,840 $436,000
Q3 2018 Nov 06, 2018	SELL	N/A	-349 Reduced 3.56%	9,452 $508,000
Q2 2018 Aug 08, 2018	BUY	N/A	5,005 Added 104.36%	9,801 $510,000
Q1 2018 May 11, 2018	BUY	N/A	1 Added 0.02%	4,796 $477,000
Q4 2017 Feb 14, 2018	BUY	N/A	4,795	4,795 $493,000

Others Institutions Holding MDYV

# of Institutions

407

Shares Held

32.3M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Sja Financial Advisory, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History