Wcg Wealth Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 99,772 shares of MDYV stock, worth $8.05 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
99,772
Previous 106,193 6.05%
Holding current value
$8.05 Million
Previous $7.75 Million 2.35%
% of portfolio
0.54%
Previous 0.57%

Shares

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

Nov 13, 2024
SELL
$71.9 - $79.86 $461,669 - $512,781
-6,421 Reduced 6.05%
99,772 $7.93 Million
Q2 2024

Aug 12, 2024
BUY
$70.34 - $76.15 $347,198 - $375,876
4,936 Added 4.87%
106,193 $7.75 Million
Q1 2024

May 13, 2024
SELL
$70.29 - $76.0 $3.35 Million - $3.62 Million
-47,632 Reduced 31.99%
101,257 $7.7 Million
Q4 2023

Feb 08, 2024
SELL
$59.86 - $74.11 $708,682 - $877,388
-11,839 Reduced 7.37%
148,889 $10.9 Million
Q3 2023

Nov 09, 2023
BUY
$63.95 - $71.85 $675,056 - $758,448
10,556 Added 7.03%
160,728 $10.6 Million
Q2 2023

Aug 14, 2023
SELL
$62.86 - $68.78 $841,883 - $921,170
-13,393 Reduced 8.19%
150,172 $10.3 Million
Q1 2023

May 15, 2023
BUY
$62.53 - $74.6 $500,927 - $597,620
8,011 Added 5.15%
163,565 $10.8 Million
Q4 2022

Feb 14, 2023
BUY
$58.96 - $68.57 $207,480 - $241,297
3,519 Added 2.31%
155,554 $10.1 Million
Q3 2022

Nov 14, 2022
BUY
$57.82 - $69.04 $309,337 - $369,364
5,350 Added 3.65%
152,035 $8.79 Million
Q2 2022

Aug 23, 2022
SELL
$58.95 - $70.77 $3.84 Million - $4.61 Million
-65,195 Reduced 30.77%
146,685 $8.87 Million
Q2 2022

Aug 15, 2022
BUY
$58.95 - $70.77 $12.5 Million - $15 Million
211,880 New
211,880 $13 Million

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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email