Wealth Shield Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 90,951 shares of MDYV stock, worth $6.5 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

90,951

Previous 69,998 29.93%

Holding current value

$6.5 Million

Previous $5.56 Million 31.14%

% of portfolio

1.06%

Previous 0.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$78.43 - $87.17 $1.64 Million - $1.83 Million	20,953 Added 29.93%	90,951 $7.29 Million
Q3 2024 Nov 04, 2024	BUY	$71.9 - $79.86 $252,009 - $279,909	3,505 Added 5.27%	69,998 $5.56 Million
Q2 2024 Jul 26, 2024	SELL	$70.34 - $76.15 $19,554 - $21,169	-278 Reduced 0.42%	66,493 $4.85 Million
Q1 2024 Apr 29, 2024	SELL	$70.29 - $76.0 $1.01 Million - $1.09 Million	-14,358 Reduced 17.7%	66,771 $5.07 Million
Q4 2023 Jan 23, 2024	BUY	$59.86 - $74.11 $182,393 - $225,813	3,047 Added 3.9%	81,129 $5.95 Million
Q3 2023 Oct 25, 2023	SELL	$63.95 - $71.85 $98,419 - $110,577	-1,539 Reduced 1.93%	78,082 $5.06 Million
Q2 2023 Aug 03, 2023	BUY	$62.86 - $68.78 $72,540 - $79,372	1,154 Added 1.47%	79,621 $5.48 Million
Q1 2023 May 08, 2023	SELL	$62.53 - $74.6 $37,455 - $44,685	-599 Reduced 0.76%	78,467 $5.19 Million
Q4 2022 Feb 13, 2023	SELL	$58.96 - $68.57 $44,220 - $51,427	-750 Reduced 0.94%	79,066 $5.12 Million
Q3 2022 Nov 04, 2022	BUY	$57.82 - $69.04 $10,118 - $12,082	175 Added 0.22%	79,816 $4.62 Million
Q2 2022 Aug 11, 2022	BUY	$58.95 - $70.77 $235,092 - $282,230	3,988 Added 5.27%	79,641 $4.82 Million
Q1 2022 May 09, 2022	BUY	$65.94 - $72.42 $4.99 Million - $5.48 Million	75,653 New	75,653 $5.32 Million

Others Institutions Holding MDYV

# of Institutions

407

Shares Held

27.9M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History