Youngs Advisory Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Youngs Advisory Group, Inc.

$227 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	$32.45 - $48.54 $227,636 - $340,508	-7,015 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$29.7 - $55.41 $19,512 - $36,404	657 Added 10.33%	7,015 $247,000
Q4 2019 Feb 04, 2020	BUY	$48.98 - $55.16 $6,808 - $7,667	139 Added 2.24%	6,358 $348,000
Q3 2019 Oct 29, 2019	SELL	$50.75 - $52.31 $6,191 - $6,381	-122 Reduced 1.92%	6,219 $319,000
Q2 2019 Jul 16, 2019	SELL	N/A	-96 Reduced 1.49%	6,341 $326,000
Q1 2019 Apr 30, 2019	SELL	N/A	-175 Reduced 2.65%	6,437 $324,000
Q4 2018 Feb 12, 2019	BUY	N/A	221 Added 3.46%	6,612 $293,000
Q3 2018 Nov 01, 2018	SELL	N/A	-83 Reduced 1.28%	6,391 $343,000
Q2 2018 Aug 07, 2018	BUY	N/A	3,461 Added 114.87%	6,474 $337,000
Q1 2018 Apr 24, 2018	BUY	N/A	3,013 New	3,013 $300,000

Others Institutions Holding MDYV

# of Institutions

360

Shares Held

27.5M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$513 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$138 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$97.2 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$47.7 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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