Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
18.3KNew |
$1.38M - $1.54M
|
18.3K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$1.37M - $1.53M
|
18.1K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.4K+ 16.31% |
$858K - $958K
|
81.1K
$5.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.3K+ 78.05% |
$702K - $784K
|
21.2K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
8KNew |
$604K - $674K
|
8K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.33K+ 29.78% |
$327K - $365K
|
18.9K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.44K+ 11.81% |
$259K - $289K
|
32.5K
$2.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
3.17K+ 5.73% |
$239K - $267K
|
58.4K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.78KNew |
$210K - $234K
|
2.78K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 6.66% |
$181K - $202K
|
38.4K
$2.74M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2K+ 12.15% |
$151K - $169K
|
18.5K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.3% |
$138K - $154K
|
44.4K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 8.67% |
$134K - $150K
|
22.3K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 17.6% |
$122K - $136K
|
10.8K
$771K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 8.94% |
$94.3K - $105K
|
15.2K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.05K+ 34.09% |
$79.5K - $88.8K
|
4.15K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
992+ 0.49% |
$74.9K - $83.6K
|
202K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
773+ 9.11% |
$58.3K - $65.1K
|
9.25K
$661K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
574+ 8.77% |
$43.3K - $48.4K
|
7.12K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
537+ 5.8% |
$40.5K - $45.2K
|
9.79K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
376+ 1.56% |
$28.4K - $31.7K
|
24.5K
$1.75M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
333New |
$25.1K - $28.1K
|
333
$23.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
274New |
$20.7K - $23.1K
|
274
$19.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
263+ 5.43% |
$19.8K - $22.2K
|
5.1K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
175+ 2.41% |
$13.2K - $14.7K
|
7.44K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
151+ 0.67% |
$11.4K - $12.7K
|
22.7K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
143+ 1.39% |
$10.8K - $12K
|
10.4K
$746K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
75+ 0.82% |
$5.66K - $6.32K
|
9.19K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
57+ 0.69% |
$4.3K - $4.8K
|
8.36K
$597K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.31% |
$679 - $758
|
2.87K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$302 - $337
|
4
$286
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$75.5 - $84.2
|
192
$13.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$75.5 - $84.2
|
232
$16.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 20.0% |
$75.5 - $84.2
|
4
$286
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.09% |
$981 - $1.1K
|
13.8K
$982K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-43- 1.38% |
$3.25K - $3.62K
|
3.07K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-65- 2.09% |
$4.91K - $5.48K
|
3.05K
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-115- 3.7% |
$8.68K - $9.69K
|
2.99K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-117- 4.28% |
$8.83K - $9.86K
|
2.62K
$187K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 34.76% |
$9.21K - $10.3K
|
229
$16.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-126- 27.88% |
$9.51K - $10.6K
|
326
$23.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-127- 4.07% |
$9.58K - $10.7K
|
3K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-138- 3.04% |
$10.4K - $11.6K
|
4.4K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-144- 4.36% |
$10.9K - $12.1K
|
3.16K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-233- 1.78% |
$17.6K - $19.6K
|
12.8K
$917K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-267- 6.03% |
$20.2K - $22.5K
|
4.16K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-294- 9.17% |
$22.2K - $24.8K
|
2.91K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 5.38% |
$31.1K - $34.7K
|
7.25K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-422- 3.47% |
$31.8K - $35.5K
|
11.8K
$839K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-481- 5.1% |
$36.3K - $40.5K
|
8.96K
$640K
|