Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
18.6KNew |
$1.5M - $1.57M
|
18.6K
$1.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
15.4K+ 97.21% |
$1.24M - $1.3M
|
31.2K
$2.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.51KNew |
$686K - $718K
|
8.51K
$697K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
6.68K+ 1.84% |
$538K - $563K
|
370K
$30.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.76K+ 59.01% |
$464K - $486K
|
15.5K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
5.18KNew |
$417K - $436K
|
5.18K
$424K
|
|
|
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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.68K+ 6.17% |
$216K - $226K
|
46.1K
$3.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.42KNew |
$195K - $204K
|
2.42K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.35K+ 9.11% |
$189K - $198K
|
28.1K
$2.3M
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.49K+ 319.27% |
$120K - $126K
|
1.96K
$160K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 42.86% |
$106K - $111K
|
4.4K
$360K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.23K+ 12.54% |
$99.3K - $104K
|
11.1K
$906K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 372.43% |
$81.6K - $85.4K
|
1.29K
$105K
|
|
|
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 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
428+ 7.62% |
$34.5K - $36.1K
|
6.04K
$495K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
337+ 7.5% |
$27.2K - $28.4K
|
4.83K
$396K
|
|
|
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 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
75+ 8.44% |
$6.04K - $6.32K
|
964
$79K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 0.12% |
$4.84K - $5.06K
|
50.6K
$4.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
23+ 0.45% |
$1.85K - $1.94K
|
5.18K
$424K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$1.45K - $1.52K
|
5.27K
$431K
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.51% |
$403 - $422
|
984
$80.6K
|
|
|
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 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.3% |
$80.6 - $84.3
|
330
$27K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$80.6 - $84.3
|
7.86K
$644K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$80.6 - $84.3
|
1
$81.9
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5- 0.16% |
$403 - $422
|
3.1K
$254K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-6- 23.08% |
$484 - $506
|
20
$1.64K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-9- 0.37% |
$725 - $759
|
2.45K
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 0.69% |
$1.29K - $1.35K
|
2.29K
$188K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-27- 0.27% |
$2.18K - $2.28K
|
9.91K
$812K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-35- 1.45% |
$2.82K - $2.95K
|
2.37K
$194K
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-43- 0.66% |
$3.47K - $3.63K
|
6.49K
$531K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-45- 0.42% |
$3.63K - $3.79K
|
10.7K
$874K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-49- 1.93% |
$3.95K - $4.13K
|
2.49K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-76- 34.86% |
$6.12K - $6.41K
|
142
$11.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-88- 1.88% |
$7.09K - $7.42K
|
4.59K
$376K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-109- 3.72% |
$8.78K - $9.19K
|
2.83K
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-126- 2.9% |
$10.2K - $10.6K
|
4.22K
$346K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-134- 0.46% |
$10.8K - $11.3K
|
29K
$2.38M
|
|