Waterloo Capital, L.P. Spdr S&P 400 Mid Cap Value ETF Transaction History

Waterloo Capital, L.P.

$1.34 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$63.95 - $71.85 $360,422 - $404,946	5,636 New	5,636 $366 Million

Others Institutions Holding MDYV

# of Institutions

412

Shares Held

24.5M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$176 Million
0.29% of portfolio
North Rock Partners, LLC

1.32M
Shares

$108 Million
2.21% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.28M
Shares

$105 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$85.3 Million
0.03% of portfolio
Avantax Planning Partners, Inc.

834K
Shares

$68.3 Million
2.02% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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