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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
92.7K+ 16.29% |
$7.31M - $7.9M
|
662K
$54.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
$207K - $224K
|
2.63K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.16K- 12.43% |
$407K - $439K
|
36.3K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-187- 5.89% |
$14.8K - $15.9K
|
2.99K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
16.6KNew |
$1.31M - $1.42M
|
16.6K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-231- 5.21% |
$18.2K - $19.7K
|
4.2K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.55K+ 0.56% |
$122K - $132K
|
280K
$22.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
63+ 0.12% |
$4.97K - $5.37K
|
50.6K
$4.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-211- 6.8% |
$16.6K - $18K
|
2.89K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.39K- 3.74% |
$268K - $289K
|
87.4K
$7.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
361K+ 76.42% |
$28.5M - $30.8M
|
834K
$68.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-105- 1.69% |
$8.28K - $8.95K
|
6.11K
$500K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-105- 1.69% |
$8.28K - $8.95K
|
6.11K
$500K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-943- 26.45% |
$74.4K - $80.3K
|
2.62K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.22K- 4.68% |
$727K - $785K
|
188K
$15.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.54K- 5.26% |
$200K - $216K
|
45.8K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
250+ 94.34% |
$19.7K - $21.3K
|
515
$42.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11K+ 1.86% |
$865K - $935K
|
600K
$49.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.1K- 28.86% |
$86.8K - $93.7K
|
2.71K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$158 - $170
|
7.08K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
104+ 0.46% |
$8.2K - $8.86K
|
22.7K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27.5KNew |
$2.17M - $2.34M
|
27.5K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129K- 5.69% |
$10.2M - $11M
|
2.14M
$176M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-37- 0.34% |
$2.92K - $3.15K
|
10.7K
$877K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.86K- 1.86% |
$225K - $243K
|
151K
$12.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.85K+ 12.05% |
$462K - $499K
|
54.4K
$4.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.55K- 4.21% |
$359K - $387K
|
103K
$8.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-152- 3.02% |
$12K - $13K
|
4.87K
$399K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-788- 2.48% |
$62.2K - $67.1K
|
31K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.92KNew |
$467K - $504K
|
5.92K
$485K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.36% |
$116K - $126K
|
35.3K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.1K- 0.92% |
$86.5K - $93.4K
|
118K
$9.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 1.23% |
$5.52K - $5.96K
|
5.64K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-500- 8.71% |
$39.4K - $42.6K
|
5.24K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.75KNew |
$454K - $490K
|
5.75K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.33K- 0.36% |
$105K - $114K
|
371K
$30.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
146+ 2.53% |
$11.5K - $12.4K
|
5.91K
$484K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-206- 3.53% |
$16.2K - $17.6K
|
5.64K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
181+ 2.71% |
$14.3K - $15.4K
|
6.85K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-468- 0.31% |
$36.9K - $39.9K
|
152K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
170+ 0.88% |
$13.4K - $14.5K
|
19.5K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-251- 32.14% |
$19.8K - $21.4K
|
530
$43.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
734+ 2.81% |
$57.9K - $62.5K
|
26.8K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-241K- 33.71% |
$19M - $20.5M
|
474K
$38.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-698- 2.21% |
$55.1K - $59.5K
|
30.8K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
39New |
$3.08K - $3.32K
|
39
$3.19K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-367- 6.95% |
$28.9K - $31.3K
|
4.91K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.03% |
$158 - $170
|
6.52K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05KNew |
$398K - $430K
|
5.05K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.47% |
$1.89K - $2.04K
|
5.16K
$422K
|
|