Purchases and Sales Made in Q1 2024 in Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.05KNew |
$214K - $232K
|
3.05K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.82K+ 0.3% |
$198K - $214K
|
933K
$75.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.75K+ 69.69% |
$193K - $209K
|
6.69K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.71KNew |
$190K - $206K
|
2.71K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.65KNew |
$186K - $202K
|
2.65K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.63KNew |
$185K - $200K
|
2.63K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.53K+ 2.09% |
$178K - $192K
|
123K
$9.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.51K+ 12.04% |
$176K - $191K
|
23.4K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.23K+ 5.83% |
$157K - $170K
|
40.5K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 1.71% |
$155K - $168K
|
131K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.19K+ 3.67% |
$154K - $167K
|
61.9K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.16KNew |
$152K - $164K
|
2.16K
$174K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.14K+ 77.5% |
$150K - $163K
|
4.9K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.12K+ 3.17% |
$149K - $161K
|
69.1K
$5.58M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.02K+ 2.8% |
$142K - $153K
|
74K
$5.97M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 27.49% |
$140K - $151K
|
9.24K
$746K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.86K+ 26.77% |
$131K - $141K
|
8.81K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.79K+ 2.05% |
$126K - $136K
|
89.4K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.77K+ 69.76% |
$124K - $134K
|
4.31K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.61K+ 15.55% |
$113K - $123K
|
12K
$967K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.57K+ 2.51% |
$110K - $119K
|
64.1K
$5.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.47K+ 16.88% |
$104K - $112K
|
10.2K
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.13K+ 3.68% |
$79.7K - $86.2K
|
31.9K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.09K+ 2.84% |
$76.9K - $83.1K
|
39.6K
$3.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 8.17% |
$74.7K - $80.8K
|
14.1K
$1.14M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1K+ 1.61% |
$70.6K - $76.3K
|
63.5K
$5.12M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
878+ 1.79% |
$61.7K - $66.7K
|
50K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
781+ 3.56% |
$54.9K - $59.4K
|
22.7K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
753+ 5.54% |
$52.9K - $57.2K
|
14.3K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
733+ 1.29% |
$51.5K - $55.7K
|
57.6K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
611+ 4700.0% |
$42.9K - $46.4K
|
624
$50.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
577+ 11.72% |
$40.6K - $43.9K
|
5.5K
$444K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
551+ 16.12% |
$38.7K - $41.9K
|
3.97K
$320K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
550+ 5.6% |
$38.7K - $41.8K
|
10.4K
$837K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
549+ 3.1% |
$38.6K - $41.7K
|
18.3K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
510+ 8.22% |
$35.8K - $38.8K
|
6.71K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
463New |
$32.5K - $35.2K
|
463
$37.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
444+ 11.68% |
$31.2K - $33.7K
|
4.25K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
429+ 8.05% |
$30.2K - $32.6K
|
5.76K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
425+ 7.97% |
$29.9K - $32.3K
|
5.76K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
413New |
$29K - $31.4K
|
413
$33.3K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
412+ 2.97% |
$29K - $31.3K
|
14.3K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
369New |
$25.9K - $28K
|
369
$29.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
365+ 1.27% |
$25.7K - $27.7K
|
29.1K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
328+ 0.15% |
$23.1K - $24.9K
|
220K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
322+ 1.66% |
$22.6K - $24.5K
|
19.7K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
316+ 3.28% |
$22.2K - $24K
|
9.94K
$802K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
305New |
$21.4K - $23.2K
|
305
$24.6K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
298+ 8.13% |
$20.9K - $22.6K
|
3.96K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
259+ 3.64% |
$18.2K - $19.7K
|
7.38K
$595K
|