Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-94- 15.04% |
$6.61K - $7.16K
|
531
$43.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-78- 16.85% |
$5.49K - $5.94K
|
385
$31.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49Closed |
$3.45K - $3.73K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.5K- 27.62% |
$2.63M - $2.85M
|
98.2K
$8.04M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.8K- 91.58% |
$2.38M - $2.57M
|
3.11K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.19K- 20.12% |
$295K - $318K
|
16.6K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.57K- 19.83% |
$110K - $119K
|
6.36K
$521K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-717- 0.51% |
$50.4K - $54.5K
|
140K
$11.4M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-529- 2.82% |
$37.2K - $40.2K
|
18.2K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-202- 82.11% |
$14.2K - $15.4K
|
44
$3.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-31- 0.22% |
$2.18K - $2.36K
|
14K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 33.33% |
$1.55K - $1.67K
|
44
$3.6K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 7.69% |
$70.3 - $76
|
12
$983
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31.8K- 94.59% |
$1.9M - $2.36M
|
1.82K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.26K- 15.4% |
$554K - $686K
|
50.9K
$4.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 98.52% |
$496K - $615K
|
125
$10.2K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-765- 21.47% |
$45.8K - $56.7K
|
2.8K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-455- 13.6% |
$27.2K - $33.7K
|
2.89K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-328- 2.8% |
$19.6K - $24.3K
|
11.4K
$933K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111Closed |
$6.64K - $8.23K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-97.7KClosed |
$6.25M - $7.02M
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 3.74% |
$119K - $134K
|
47.9K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-579- 14.63% |
$37K - $41.6K
|
3.38K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 7.14% |
$128 - $144
|
26
$2.13K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 34.68% |
$135K - $148K
|
4.06K
$333K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-160- 1.73% |
$10.1K - $11K
|
9.09K
$745K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 2.14% |
$6.66K - $7.29K
|
4.85K
$397K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-90- 98.9% |
$5.66K - $6.19K
|
1
$81.9
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.19K- 42.52% |
$262K - $313K
|
5.67K
$464K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-564- 10.23% |
$35.3K - $42.1K
|
4.95K
$405K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-118- 2.93% |
$7.38K - $8.8K
|
3.91K
$320K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-48.7K- 89.15% |
$2.87M - $3.34M
|
5.93K
$485K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.8K- 80.44% |
$934K - $1.09M
|
3.85K
$316K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5K- 41.67% |
$289K - $345K
|
7K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-13- 0.18% |
$752 - $898
|
7.27K
$595K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-114KClosed |
$6.73M - $8.07M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.4KClosed |
$1.26M - $1.51M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-18.6KClosed |
$1.09M - $1.31M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.6K- 89.71% |
$800K - $960K
|
1.56K
$128K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-8.26KClosed |
$487K - $584K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$243K - $292K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$193K - $232K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.16KClosed |
$186K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.13KClosed |
$184K - $221K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.12KClosed |
$184K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.09KClosed |
$182K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.05KClosed |
$180K - $216K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.02KClosed |
$178K - $213K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.94KClosed |
$173K - $208K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.8KClosed |
$106K - $127K
|
0
$0
|
|