Sterling Financial Planning, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 6,534 shares of MDYV stock, worth $527,424. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,534
Previous 6,524 0.15%
Holding current value
$527,424
Previous $475,000 9.26%
% of portfolio
0.2%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$71.9 - $79.86 $719 - $798
10 Added 0.15%
6,534 $519,000
Q2 2024

Jul 30, 2024
SELL
$70.34 - $76.15 $3,165 - $3,426
-45 Reduced 0.69%
6,524 $475,000
Q1 2024

May 06, 2024
SELL
$70.29 - $76.0 $24,952 - $26,980
-355 Reduced 5.13%
6,569 $499,000
Q4 2023

Jan 31, 2024
BUY
$59.86 - $74.11 $140,192 - $173,565
2,342 Added 51.11%
6,924 $508,000
Q3 2023

Nov 03, 2023
BUY
$63.95 - $71.85 $191 - $215
3 Added 0.07%
4,582 $297,000
Q2 2023

Jul 28, 2023
SELL
$62.86 - $68.78 $24,263 - $26,549
-386 Reduced 7.77%
4,579 $314,000
Q1 2023

May 03, 2023
SELL
$62.53 - $74.6 $29,951 - $35,733
-479 Reduced 8.8%
4,965 $328,000
Q4 2022

Feb 06, 2023
BUY
$58.96 - $68.57 $21,343 - $24,822
362 Added 7.12%
5,444 $352,000
Q3 2022

Nov 01, 2022
SELL
$57.82 - $69.04 $1,908 - $2,278
-33 Reduced 0.65%
5,082 $294,000
Q2 2022

Jul 27, 2022
BUY
$58.95 - $70.77 $2,063 - $2,476
35 Added 0.69%
5,115 $309,000
Q1 2022

May 10, 2022
BUY
$65.94 - $72.42 $6,264 - $6,879
95 Added 1.91%
5,080 $358,000
Q4 2021

Feb 02, 2022
SELL
$66.5 - $72.84 $8,179 - $8,959
-123 Reduced 2.41%
4,985 $354,000
Q3 2021

Oct 28, 2021
BUY
$64.04 - $69.55 $10,374 - $11,267
162 Added 3.28%
5,108 $338,000
Q2 2021

Aug 02, 2021
SELL
$66.04 - $70.76 $924 - $990
-14 Reduced 0.28%
4,946 $334,000
Q1 2021

Apr 28, 2021
SELL
$54.52 - $67.74 $2,180 - $2,709
-40 Reduced 0.8%
4,960 $325,000
Q4 2020

Feb 10, 2021
BUY
$43.9 - $55.67 $219,500 - $278,350
5,000 New
5,000 $277,000

Others Institutions Holding MDYV

# of Institutions
372
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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