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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$2.01M - $2.18M
|
28.6K
$2.25M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.4KNew |
$944K - $1.02M
|
13.4K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.93KNew |
$487K - $526K
|
6.93K
$544K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.61KNew |
$324K - $351K
|
4.61K
$362K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.27KNew |
$300K - $324K
|
4.27K
$335K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.75K+ 69.69% |
$193K - $209K
|
6.69K
$525K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.16KNew |
$152K - $164K
|
2.16K
$170K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
369New |
$25.9K - $28K
|
369
$29K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
305New |
$21.4K - $23.2K
|
305
$24K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
259+ 3.64% |
$18.2K - $19.7K
|
7.38K
$580K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$13.4K - $14.4K
|
190
$14.9K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
177New |
$12.4K - $13.5K
|
177
$13.9K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
147New |
$10.3K - $11.2K
|
147
$11.5K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
107+ 1.48% |
$7.52K - $8.13K
|
7.35K
$577K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
97New |
$6.82K - $7.37K
|
97
$7.62K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71New |
$4.99K - $5.4K
|
71
$5.58K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
70New |
$4.92K - $5.32K
|
70
$5.5K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
67New |
$4.71K - $5.09K
|
67
$5.26K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$1.34K - $1.44K
|
19
$1.49K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75.9KNew |
$4.54M - $5.62M
|
75.9K
$5.96M
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.5KNew |
$2.6M - $3.22M
|
43.5K
$3.41M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.3KNew |
$739K - $915K
|
12.3K
$970K
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.43KNew |
$385K - $477K
|
6.43K
$505K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.95KNew |
$296K - $367K
|
4.95K
$389K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.15KNew |
$249K - $308K
|
4.15K
$326K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$242K - $300K
|
4.05K
$318K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.39KNew |
$203K - $252K
|
3.39K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.39K+ 30845.45% |
$203K - $251K
|
3.4K
$267K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.29KNew |
$197K - $243K
|
3.29K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.83KNew |
$169K - $209K
|
2.83K
$222K
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.82KNew |
$169K - $209K
|
2.82K
$222K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.67KNew |
$160K - $198K
|
2.67K
$209K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.75KNew |
$105K - $130K
|
1.75K
$138K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
648+ 68.21% |
$38.8K - $48K
|
1.6K
$126K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
479New |
$28.7K - $35.5K
|
479
$37.6K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
330New |
$19.8K - $24.5K
|
330
$25.9K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
215New |
$12.9K - $15.9K
|
215
$16.9K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
195+ 4.5% |
$11.7K - $14.5K
|
4.53K
$356K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83New |
$4.97K - $6.15K
|
83
$6.52K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$3.89K - $4.82K
|
65
$5.11K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$3.05K - $3.78K
|
51
$4.01K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.2% |
$180 - $222
|
1.5K
$118K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
73.3KNew |
$4.69M - $5.27M
|
73.3K
$5.76M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
62.1KNew |
$3.97M - $4.46M
|
62.1K
$4.88M
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
58.2KNew |
$3.72M - $4.18M
|
58.2K
$4.57M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.64KNew |
$360K - $405K
|
5.64K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.79KNew |
$242K - $272K
|
3.79K
$297K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29KNew |
$146K - $164K
|
2.29K
$179K
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
251New |
$16.1K - $18K
|
251
$19.7K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
212New |
$13.6K - $15.2K
|
212
$16.7K
|