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 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-249- 6.83% |
$19.5K - $21.7K
|
3.4K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
15.7K+ 6.26% |
$1.23M - $1.36M
|
266K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
249+ 2.4% |
$19.5K - $21.7K
|
10.6K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$56.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-518- 5.72% |
$40.6K - $45.2K
|
8.53K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.71K+ 0.54% |
$291K - $323K
|
695K
$53.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.02K - $1.13K
|
2.28K
$175K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.73K+ 57.36% |
$606K - $674K
|
21.2K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.24M - $1.38M
|
15.8K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
165+ 0.92% |
$12.9K - $14.4K
|
18.1K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
110+ 2.95% |
$8.63K - $9.59K
|
3.84K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.52% |
$8.39K - $9.33K
|
20.7K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
283+ 5.23% |
$22.2K - $24.7K
|
5.7K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-980- 0.28% |
$76.9K - $85.4K
|
344K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.14K- 3.29% |
$168K - $187K
|
63K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-18- 0.28% |
$1.41K - $1.57K
|
6.52K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
47+ 0.31% |
$3.69K - $4.1K
|
15.3K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.53% |
$78.4 - $87.2
|
191
$14.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
28+ 0.2% |
$2.2K - $2.44K
|
13.8K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.69K- 5.72% |
$603K - $670K
|
127K
$9.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-253- 1.7% |
$19.8K - $22.1K
|
14.6K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-468K- 98.74% |
$36.7M - $40.8M
|
5.99K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 5.25% |
$134K - $149K
|
34.3K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
55+ 0.78% |
$4.31K - $4.79K
|
7.12K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 2.72% |
$9.88K - $11K
|
4.75K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$157 - $174
|
474
$36.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.93KNew |
$544K - $604K
|
6.93K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.51K- 5.85% |
$275K - $306K
|
56.5K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28.6K+ 204.34% |
$2.24M - $2.49M
|
42.5K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155New |
$12.2K - $13.5K
|
155
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.02K- 13.38% |
$315K - $350K
|
26K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-469- 1.32% |
$36.8K - $40.9K
|
35.1K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.64% |
$10.2K - $11.3K
|
2.67K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-112- 0.44% |
$8.78K - $9.76K
|
25.1K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-468- 14.89% |
$36.7K - $40.8K
|
2.68K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.45K+ 11666.67% |
$192K - $214K
|
2.47K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.78% |
$3.53K - $3.92K
|
5.7K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9.07K- 6.35% |
$711K - $791K
|
134K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 44.25% |
$3.92K - $4.36K
|
63
$4.83K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.65% |
$314 - $349
|
622
$47.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.74% |
$3.69K - $4.1K
|
6.29K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 403.63% |
$3.47M - $3.86M
|
55.2K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.07% |
$31.4K - $34.9K
|
18.9K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
615+ 13.19% |
$48.2K - $53.6K
|
5.28K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.9K+ 354.45% |
$1.09M - $1.21M
|
17.8K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
573+ 4.35% |
$44.9K - $49.9K
|
13.7K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-32- 1.65% |
$2.51K - $2.79K
|
1.9K
$146K
|