Purchases and Sales Made in Q3 2024 in Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
349+ 2.04% |
$25.1K - $27.9K
|
17.5K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
345+ 8.43% |
$24.8K - $27.6K
|
4.44K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
336+ 2.69% |
$24.2K - $26.8K
|
12.8K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
333New |
$23.9K - $26.6K
|
333
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
329+ 2193.33% |
$23.7K - $26.3K
|
344
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
310+ 1.53% |
$22.3K - $24.8K
|
20.6K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
281+ 2007.14% |
$20.2K - $22.4K
|
295
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
276+ 2.97% |
$19.8K - $22K
|
9.58K
$753K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273+ 2.64% |
$19.6K - $21.8K
|
10.6K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
266New |
$19.1K - $21.2K
|
266
$20.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$15.1K - $16.8K
|
210
$16.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
206+ 5.16% |
$14.8K - $16.5K
|
4.2K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 26.49% |
$14.4K - $16K
|
955
$75K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
187New |
$13.4K - $14.9K
|
187
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
180New |
$12.9K - $14.4K
|
180
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
175+ 5.16% |
$12.6K - $14K
|
3.57K
$280K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
154+ 0.77% |
$11.1K - $12.3K
|
20.1K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
136+ 0.98% |
$9.78K - $10.9K
|
14K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
134New |
$9.63K - $10.7K
|
134
$10.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
134+ 0.88% |
$9.63K - $10.7K
|
15.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
134+ 0.34% |
$9.63K - $10.7K
|
40K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
120+ 1.73% |
$8.63K - $9.58K
|
7.06K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
118+ 0.24% |
$8.48K - $9.42K
|
49.9K
$3.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
109+ 2.28% |
$7.84K - $8.7K
|
4.88K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
104+ 1.82% |
$7.48K - $8.31K
|
5.82K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 3.65% |
$7.19K - $7.99K
|
2.84K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
84+ 0.8% |
$6.04K - $6.71K
|
10.6K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82+ 1.8% |
$5.9K - $6.55K
|
4.63K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
82+ 0.61% |
$5.9K - $6.55K
|
13.5K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74+ 1.11% |
$5.32K - $5.91K
|
6.74K
$529K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
63+ 0.18% |
$4.53K - $5.03K
|
35.5K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
55New |
$3.95K - $4.39K
|
55
$4.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44+ 0.36% |
$3.16K - $3.51K
|
12.2K
$961K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.14K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
39+ 0.43% |
$2.8K - $3.11K
|
9.05K
$711K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
39+ 0.42% |
$2.8K - $3.11K
|
9.32K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$2.73K - $3.03K
|
4.99K
$392K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$2.3K - $2.56K
|
32
$2.51K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 1.08% |
$2.23K - $2.48K
|
2.89K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 1.12% |
$2.16K - $2.4K
|
2.7K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.57% |
$2.16K - $2.4K
|
5.32K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27+ 0.14% |
$1.94K - $2.16K
|
18.8K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
23+ 0.1% |
$1.65K - $1.84K
|
22.6K
$1.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21New |
$1.51K - $1.68K
|
21
$1.65K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17+ 0.25% |
$1.22K - $1.36K
|
6.75K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 0.84% |
$1.22K - $1.36K
|
2.04K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.34% |
$1.15K - $1.28K
|
4.73K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.39% |
$1.01K - $1.12K
|
3.57K
$280K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
12+ 0.43% |
$863 - $958
|
2.81K
$221K
|