Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.48KNew |
$275K - $296K
|
3.48K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.37KNew |
$266K - $287K
|
3.37K
$276K
|
|
|
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 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.08KNew |
$243K - $262K
|
3.08K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.05K+ 5.36% |
$240K - $260K
|
59.9K
$4.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.02KNew |
$238K - $257K
|
3.02K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.92K+ 42.87% |
$230K - $248K
|
9.72K
$796K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.64KNew |
$208K - $225K
|
2.64K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
$207K - $224K
|
2.63K
$215K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.54KNew |
$200K - $216K
|
2.54K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.47K+ 1.61% |
$195K - $210K
|
155K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.47KNew |
$195K - $210K
|
2.47K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.46KNew |
$194K - $209K
|
2.46K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
2.46KNew |
$194K - $209K
|
2.46K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 5.67% |
$184K - $199K
|
43.5K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.94K+ 3.61% |
$153K - $165K
|
55.5K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 7.74% |
$145K - $157K
|
25.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.75K+ 2.37% |
$138K - $149K
|
75.6K
$6.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.55K+ 0.56% |
$122K - $132K
|
280K
$22.9M
|
|