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 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.69K- 22.49% |
$400K - $432K
|
19.6K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.17K- 30.88% |
$434K - $469K
|
13.8K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.64K- 3.4% |
$467K - $505K
|
188K
$15.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-6.74K- 8.59% |
$474K - $512K
|
71.8K
$5.79M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.42K- 25.44% |
$521K - $564K
|
21.7K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.95K- 38.44% |
$558K - $604K
|
12.7K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.96K- 12.79% |
$700K - $757K
|
67.9K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-10.5K- 1.61% |
$738K - $798K
|
643K
$51.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.5K- 0.73% |
$881K - $953K
|
1.7M
$138M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-13.4K- 2.19% |
$943K - $1.02M
|
599K
$48.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.4K- 17.7% |
$1.01M - $1.09M
|
66.8K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.6K- 15.89% |
$1.03M - $1.11M
|
77.2K
$6.23M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-16.9K- 6.95% |
$1.18M - $1.28M
|
226K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.3K- 37.74% |
$1.21M - $1.31M
|
28.5K
$2.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.8K- 67.49% |
$1.32M - $1.43M
|
9.04K
$729K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-19.1K- 65.85% |
$1.34M - $1.45M
|
9.91K
$800K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.9K- 1.6% |
$1.54M - $1.66M
|
1.35M
$109M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-25K- 30.44% |
$1.75M - $1.9M
|
57K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.5K- 59.51% |
$1.79M - $1.94M
|
17.3K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-25.8K- 89.83% |
$1.82M - $1.96M
|
2.93K
$236K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.8K- 91.58% |
$2.38M - $2.57M
|
3.11K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.7K- 31.93% |
$2.44M - $2.64M
|
74K
$5.97M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-35.2K- 9.55% |
$2.47M - $2.68M
|
333K
$26.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.6K- 13.94% |
$2.5M - $2.7M
|
220K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 90.73% |
$2.55M - $2.75M
|
3.7K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.5K- 27.62% |
$2.63M - $2.85M
|
98.2K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.5K- 71.87% |
$2.71M - $2.93M
|
15.1K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-47.6K- 31.99% |
$3.35M - $3.62M
|
101K
$8.17M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 9.9% |
$3.66M - $3.95M
|
474K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 9.9% |
$3.66M - $3.95M
|
474K
$38.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.2K- 87.04% |
$4.23M - $4.57M
|
8.96K
$723K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-71.8K- 34.74% |
$5.05M - $5.46M
|
135K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-91.9K- 26.39% |
$6.46M - $6.99M
|
256K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92.5K- 70.23% |
$6.5M - $7.03M
|
39.2K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116K- 62.07% |
$8.16M - $8.83M
|
71K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-119K- 94.62% |
$8.35M - $9.03M
|
6.76K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-153K- 86.17% |
$10.7M - $11.6M
|
24.5K
$1.98M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-278K- 46.03% |
$19.6M - $21.1M
|
326K
$26.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-550K- 99.18% |
$38.7M - $41.8M
|
4.53K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-881K- 89.38% |
$61.9M - $66.9M
|
105K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.24M- 88.52% |
$87.4M - $94.5M
|
161K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.91M- 92.73% |
$204M - $221M
|
228K
$18.4M
|