Latest Institutional Transactions on Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Value ETF (MDYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75.9KNew |
$4.54M - $5.62M
|
75.9K
$6.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.75KNew |
$105K - $130K
|
1.75K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.26K- 15.4% |
$554K - $686K
|
50.9K
$4.17M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-765- 21.47% |
$45.8K - $56.7K
|
2.8K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.67KNew |
$160K - $198K
|
2.67K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.3KNew |
$739K - $915K
|
12.3K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
648+ 68.21% |
$38.8K - $48K
|
1.6K
$131K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 98.52% |
$496K - $615K
|
125
$10.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-328- 2.8% |
$19.6K - $24.3K
|
11.4K
$933K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.2% |
$180 - $222
|
1.5K
$123K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.64KNew |
$360K - $405K
|
5.64K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
173+ 5.86% |
$11.1K - $12.4K
|
3.12K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.79KNew |
$242K - $272K
|
3.79K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
62.1KNew |
$3.97M - $4.46M
|
62.1K
$5.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-97.7KClosed |
$6.25M - $7.02M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
73.3KNew |
$4.69M - $5.27M
|
73.3K
$6M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
58.2KNew |
$3.72M - $4.18M
|
58.2K
$4.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64 - $71.9
|
105
$8.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 3.74% |
$119K - $134K
|
47.9K
$3.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 7.14% |
$128 - $144
|
26
$2.13K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
212New |
$13.6K - $15.2K
|
212
$17.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-579- 14.63% |
$37K - $41.6K
|
3.38K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29KNew |
$146K - $164K
|
2.29K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
87New |
$5.56K - $6.25K
|
87
$7.13K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
170+ 3.44% |
$10.7K - $11.7K
|
5.11K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$73.7K - $80.6K
|
1.17K
$96K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.69KNew |
$232K - $254K
|
3.69K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
690+ 8.62% |
$43.4K - $47.5K
|
8.69K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$377 - $413
|
6
$492
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$126K - $138K
|
2K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.98KNew |
$187K - $205K
|
2.98K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.47K+ 2.07% |
$92.1K - $101K
|
72.1K
$5.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209New |
$13.1K - $14.4K
|
209
$17.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.09KNew |
$194K - $213K
|
3.09K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.6KNew |
$1.04M - $1.14M
|
16.6K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$361K - $395K
|
5.74K
$470K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 34.68% |
$135K - $148K
|
4.06K
$333K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$97.3K - $106K
|
1.55K
$127K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
14.6K+ 2.73% |
$919K - $1.01M
|
550K
$45.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
49KNew |
$3.08M - $3.37M
|
49K
$4.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
903+ 5.96% |
$56.8K - $62.1K
|
16.1K
$1.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 2.14% |
$6.66K - $7.29K
|
4.85K
$397K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
289+ 0.62% |
$18.2K - $19.9K
|
47.2K
$3.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-90- 98.9% |
$5.66K - $6.19K
|
1
$81.9
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-160- 1.73% |
$10.1K - $11K
|
9.09K
$745K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$6.25K - $7.46K
|
100
$8.19K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
143+ 0.5% |
$8.94K - $10.7K
|
29K
$2.37M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 1400.0% |
$17.5K - $20.9K
|
300
$24.6K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.19K- 42.52% |
$262K - $313K
|
5.67K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 135.97% |
$1.19M - $1.41M
|
32.9K
$2.7M
|
|