Waller Financial Planning Group, Inc Spdr S&P 400 Mid Cap Value ETF Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 68,870 shares of MDYV stock, worth $5.56 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
68,870
Previous 65,393 5.32%
Holding current value
$5.56 Million
Previous $4.77 Million 14.74%
% of portfolio
1.36%
Previous 1.28%

Shares

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

Oct 02, 2024
BUY
$71.9 - $79.86 $249,996 - $277,673
3,477 Added 5.32%
68,870 $5.47 Million
Q2 2024

Jul 02, 2024
BUY
$70.34 - $76.15 $134,279 - $145,370
1,909 Added 3.01%
65,393 $4.77 Million
Q1 2024

Apr 02, 2024
BUY
$70.29 - $76.0 $70,571 - $76,304
1,004 Added 1.61%
63,484 $4.82 Million
Q4 2023

Jan 03, 2024
SELL
$59.86 - $74.11 $3,531 - $4,372
-59 Reduced 0.09%
62,480 $4.58 Million
Q3 2023

Oct 18, 2023
SELL
$63.95 - $71.85 $52,375 - $58,845
-819 Reduced 1.29%
62,539 $4.06 Million
Q2 2023

Jul 05, 2023
BUY
$62.86 - $68.78 $132,006 - $144,438
2,100 Added 3.43%
63,358 $4.36 Million
Q1 2023

Apr 18, 2023
SELL
$62.53 - $74.6 $1.28 Million - $1.53 Million
-20,483 Reduced 25.06%
61,258 $4.05 Million
Q4 2022

Jan 05, 2023
SELL
$58.96 - $68.57 $49,054 - $57,050
-832 Reduced 1.01%
81,741 $0
Q3 2022

Oct 20, 2022
BUY
$57.82 - $69.04 $23,532 - $28,099
407 Added 0.5%
82,573 $4.77 Million
Q2 2022

Jul 18, 2022
SELL
$58.95 - $70.77 $127,390 - $152,933
-2,161 Reduced 2.56%
82,166 $4.97 Million
Q1 2022

Apr 18, 2022
BUY
$65.94 - $72.42 $8,967 - $9,849
136 Added 0.16%
84,327 $5.94 Million
Q4 2021

Jan 26, 2022
SELL
$66.5 - $72.84 $77,273 - $84,640
-1,162 Reduced 1.36%
84,191 $5.99 Million
Q3 2021

Oct 19, 2021
BUY
$64.04 - $69.55 $44,443 - $48,267
694 Added 0.82%
85,353 $5.65 Million
Q2 2021

Jul 22, 2021
SELL
$66.04 - $70.76 $42,926 - $45,994
-650 Reduced 0.76%
84,659 $5.72 Million
Q1 2021

Apr 14, 2021
SELL
$54.52 - $67.74 $672,068 - $835,030
-12,327 Reduced 12.63%
85,309 $5.58 Million
Q4 2020

Jan 14, 2021
SELL
$43.9 - $55.67 $424,205 - $537,939
-9,663 Reduced 9.01%
97,636 $5.42 Million
Q3 2020

Oct 19, 2020
SELL
$41.0 - $46.73 $28,495 - $32,477
-695 Reduced 0.64%
107,299 $4.66 Million
Q2 2020

Jul 14, 2020
SELL
$32.45 - $48.54 $1.46 Million - $2.19 Million
-45,018 Reduced 29.42%
107,994 $4.6 Million
Q1 2020

Apr 13, 2020
BUY
$29.7 - $55.41 $946,657 - $1.77 Million
31,874 Added 26.31%
153,012 $5.4 Million
Q4 2019

Jan 15, 2020
BUY
$48.98 - $55.16 $27,722 - $31,220
566 Added 0.47%
121,138 $6.64 Million
Q3 2019

Oct 30, 2019
BUY
$50.75 - $52.31 $257,201 - $265,107
5,068 Added 4.39%
120,572 $6.32 Million
Q2 2019

Jul 16, 2019
BUY
N/A
3,634 Added 3.25%
115,504 $5.87 Million
Q1 2019

Apr 17, 2019
BUY
N/A
3,470 Added 3.2%
111,870 $5.9 Million
Q4 2018

Jan 30, 2019
BUY
N/A
108,400 New
108,400 $4.81 Million

Others Institutions Holding MDYV

# of Institutions
359
Shares Held
27.5M
Call Options Held
0
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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