Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
242+ 2.74% |
$17K - $18.4K
|
9.08K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 0.97% |
$16.5K - $17.9K
|
24.4K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
235+ 1.57% |
$16.5K - $17.9K
|
15.2K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
225+ 5.03% |
$15.8K - $17.1K
|
4.7K
$406K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
221New |
$15.5K - $16.8K
|
221
$19.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$14.8K - $16K
|
210
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
202New |
$14.2K - $15.4K
|
202
$17.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$13.4K - $14.4K
|
190
$16.4K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
177New |
$12.4K - $13.5K
|
177
$15.3K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
147New |
$10.3K - $11.2K
|
147
$12.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
147+ 0.6% |
$10.3K - $11.2K
|
24.8K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
137+ 3.09% |
$9.63K - $10.4K
|
4.57K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
124+ 0.9% |
$8.72K - $9.42K
|
13.8K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.86% |
$8.43K - $9.12K
|
4.31K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
107+ 1.48% |
$7.52K - $8.13K
|
7.35K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
104+ 6.93% |
$7.31K - $7.9K
|
1.61K
$139K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
103+ 0.46% |
$7.24K - $7.83K
|
22.5K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
97New |
$6.82K - $7.37K
|
97
$8.39K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
94+ 17.7% |
$6.61K - $7.14K
|
625
$54.1K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85+ 5.88% |
$5.97K - $6.46K
|
1.53K
$132K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71New |
$4.99K - $5.4K
|
71
$6.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
70New |
$4.92K - $5.32K
|
70
$6.06K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
68+ 1.74% |
$4.78K - $5.17K
|
3.98K
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 7.82% |
$4.29K - $4.64K
|
841
$72.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 0.1% |
$3.44K - $3.72K
|
49.7K
$4.3M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
42+ 1.06% |
$2.95K - $3.19K
|
3.99K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 0.36% |
$2.32K - $2.51K
|
9.23K
$799K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
23+ 0.2% |
$1.62K - $1.75K
|
11.7K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.18% |
$1.48K - $1.6K
|
11.6K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20+ 0.3% |
$1.41K - $1.52K
|
6.72K
$581K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$1.34K - $1.44K
|
19
$1.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.23% |
$703 - $760
|
4.3K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.32% |
$633 - $684
|
2.85K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7+ 0.32% |
$492 - $532
|
2.22K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$211 - $228
|
829
$71.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.01% |
$211 - $228
|
20.1K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.33% |
$141 - $152
|
612
$52.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$141 - $152
|
467
$40.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$141 - $152
|
6.55K
$567K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.01% |
$70.3 - $76
|
11.1K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.68% |
$70.3 - $76
|
149
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$70.3 - $76
|
212
$18.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$70.3 - $76
|
431
$37.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.23% |
$70.3 - $76
|
445
$38.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1- -0.0% |
$70.3 - $76
|
60.1K
$5.2M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 7.69% |
$70.3 - $76
|
12
$1.04K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 26.67% |
$281 - $304
|
11
$952
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8- 0.02% |
$562 - $608
|
43.3K
$3.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 3.86% |
$562 - $608
|
199
$17.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-10- 0.36% |
$703 - $760
|
2.77K
$240K
|