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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-21- 0.61% |
$1.48K - $1.6K
|
3.4K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 33.33% |
$1.55K - $1.67K
|
44
$3.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-31- 0.22% |
$2.18K - $2.36K
|
14K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-36- 0.16% |
$2.53K - $2.74K
|
22.8K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-37- 1.35% |
$2.6K - $2.81K
|
2.71K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-37- 0.56% |
$2.6K - $2.81K
|
6.58K
$570K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-42- 0.08% |
$2.95K - $3.19K
|
50.1K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47- 0.1% |
$3.3K - $3.57K
|
47.8K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.6% |
$3.51K - $3.8K
|
8.28K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 32.12% |
$3.73K - $4.03K
|
112
$9.69K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-74- 3.67% |
$5.2K - $5.62K
|
1.94K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-74- 6.31% |
$5.2K - $5.62K
|
1.1K
$95K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-75- 49.34% |
$5.27K - $5.7K
|
77
$6.66K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-77- 2.31% |
$5.41K - $5.85K
|
3.26K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-82- 0.82% |
$5.76K - $6.23K
|
9.97K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-96- 2.0% |
$6.75K - $7.3K
|
4.7K
$406K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-96- 1.94% |
$6.75K - $7.3K
|
4.86K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-97- 2.77% |
$6.82K - $7.37K
|
3.41K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-101- 7.0% |
$7.1K - $7.68K
|
1.34K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-119- 0.77% |
$8.36K - $9.04K
|
15.3K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-127- 0.58% |
$8.93K - $9.65K
|
21.7K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-144- 2.8% |
$10.1K - $10.9K
|
5K
$432K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-150- 1.22% |
$10.5K - $11.4K
|
12.1K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-187- 0.23% |
$13.1K - $14.2K
|
80.9K
$7M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-187- 2.47% |
$13.1K - $14.2K
|
7.37K
$637K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-202- 82.11% |
$14.2K - $15.4K
|
44
$3.81K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-217- 53.32% |
$15.3K - $16.5K
|
190
$16.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-251- 3.37% |
$17.6K - $19.1K
|
7.2K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-275- 2.67% |
$19.3K - $20.9K
|
10K
$867K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-306- 10.05% |
$21.5K - $23.3K
|
2.74K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-316- 3.39% |
$22.2K - $24K
|
9.01K
$780K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-320- 9.38% |
$22.5K - $24.3K
|
3.09K
$267K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-343- 0.97% |
$24.1K - $26.1K
|
34.9K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-349- 8.09% |
$24.5K - $26.5K
|
3.97K
$343K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-355- 3.24% |
$25K - $27K
|
10.6K
$919K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-355- 5.13% |
$25K - $27K
|
6.57K
$568K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-375- 8.65% |
$26.4K - $28.5K
|
3.96K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-385- 6.22% |
$27.1K - $29.3K
|
5.8K
$502K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-392- 6.43% |
$27.6K - $29.8K
|
5.7K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-393- 6.73% |
$27.6K - $29.9K
|
5.45K
$471K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-408- 6.23% |
$28.7K - $31K
|
6.15K
$532K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-473- 5.46% |
$33.2K - $35.9K
|
8.19K
$709K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-495- 13.93% |
$34.8K - $37.6K
|
3.06K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-510- 3.84% |
$35.8K - $38.8K
|
12.8K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-529- 2.82% |
$37.2K - $40.2K
|
18.2K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-581- 17.42% |
$40.8K - $44.2K
|
2.75K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-608- 7.53% |
$42.7K - $46.2K
|
7.47K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-637- 5.53% |
$44.8K - $48.4K
|
10.9K
$941K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-654- 0.72% |
$46K - $49.7K
|
90.2K
$7.8M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-663- 4.33% |
$46.6K - $50.4K
|
14.7K
$1.27M
|