Worth Pointe, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$65.94 - $72.42 $215,228 - $236,378	-3,264 Closed	0 $0
Q4 2021 Apr 06, 2022	BUY	$66.5 - $72.84 $217,056 - $237,749	3,264 New	3,264 $220,000

Others Institutions Holding MDYV

# of Institutions

377

Shares Held

27.7M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$532 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$116 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$97.6 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.6 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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