Latest Institutional Purchases of Spdr S&P 400 Mid Cap Value ETF (MDYV)
This list provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Value ETF (MDYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.51KNew |
$686K - $718K
|
8.51K
$697K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.96K+ 16.99% |
$399K - $418K
|
34.1K
$2.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.88K+ 3.22% |
$393K - $411K
|
157K
$12.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.34K+ 34.2% |
$189K - $198K
|
9.19K
$753K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.98K+ 8.24% |
$159K - $167K
|
26K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 42.86% |
$106K - $111K
|
4.4K
$360K
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
875+ 25.14% |
$70.5K - $73.8K
|
4.36K
$357K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
824+ 4.76% |
$66.4K - $69.5K
|
18.1K
$1.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
491+ 8.61% |
$39.6K - $41.4K
|
6.2K
$508K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
449+ 2.66% |
$36.2K - $37.9K
|
17.4K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
241+ 39.44% |
$19.4K - $20.3K
|
852
$69.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 4.04% |
$16.7K - $17.5K
|
5.34K
$437K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
136+ 2.49% |
$11K - $11.5K
|
5.59K
$458K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$1.45K - $1.52K
|
5.27K
$431K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$161 - $169
|
483
$39.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.69% |
$80.6 - $84.3
|
145
$11.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$80.6 - $84.3
|
7.86K
$644K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
361K+ 76.42% |
$28.5M - $30.8M
|
834K
$68.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
119K+ 57.04% |
$9.4M - $10.2M
|
328K
$26.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
92.7K+ 16.29% |
$7.31M - $7.9M
|
662K
$54.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
56.1K+ 1288.2% |
$4.43M - $4.78M
|
60.5K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
55.4K+ 39.31% |
$4.37M - $4.72M
|
196K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.5K+ 1806.8% |
$2.72M - $2.94M
|
36.4K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 184.65% |
$2.28M - $2.46M
|
44.5K
$3.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27.5KNew |
$2.17M - $2.34M
|
27.5K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
25K+ 3.56% |
$1.97M - $2.13M
|
726K
$59.5M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 303.31% |
$1.42M - $1.53M
|
23.9K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
17.5K+ 6.19% |
$1.38M - $1.49M
|
299K
$24.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
16.6KNew |
$1.31M - $1.42M
|
16.6K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.5K+ 35.59% |
$1.22M - $1.32M
|
58.9K
$4.83M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11.6K+ 5.2% |
$913K - $986K
|
234K
$19.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11K+ 1.86% |
$865K - $935K
|
600K
$49.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.9KNew |
$858K - $927K
|
10.9K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 56.36% |
$849K - $917K
|
29.9K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.89K+ 233.83% |
$780K - $843K
|
14.1K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.82K+ 229.92% |
$775K - $837K
|
14.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.81K+ 97.01% |
$695K - $751K
|
17.9K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.42K+ 286.89% |
$585K - $632K
|
10K
$820K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.92KNew |
$467K - $504K
|
5.92K
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.85K+ 12.05% |
$462K - $499K
|
54.4K
$4.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.75KNew |
$454K - $490K
|
5.75K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.45K+ 11.7% |
$430K - $464K
|
52K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05KNew |
$398K - $430K
|
5.05K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.96K+ 2.3% |
$391K - $422K
|
221K
$18.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.5K+ 49.99% |
$355K - $383K
|
13.5K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.08K+ 1.14% |
$322K - $348K
|
363K
$29.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.82K+ 19.7% |
$301K - $325K
|
23.2K
$1.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
3.25K+ 16.39% |
$256K - $277K
|
23.1K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.22K+ 23.15% |
$254K - $274K
|
17.1K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.05K+ 5.36% |
$240K - $260K
|
59.9K
$4.9M
|
|