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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 21.44% |
$9.65M - $10.8M
|
724K
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
117K+ 53.93% |
$8.83M - $9.85M
|
334K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.6K+ 39.74% |
$7.06M - $7.89M
|
329K
$25.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
73.7K+ 21.79% |
$5.56M - $6.21M
|
412K
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.5K+ 510.34% |
$5.17M - $5.77M
|
81.9K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
65.2K+ 34.3% |
$4.92M - $5.49M
|
255K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62.4K+ 12.59% |
$4.71M - $5.26M
|
558K
$43.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.1K+ 20.31% |
$3.18M - $3.55M
|
250K
$19.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.2K+ 43.6% |
$2.43M - $2.72M
|
106K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.3KNew |
$2.13M - $2.38M
|
28.3K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.8K+ 2.33% |
$1.95M - $2.17M
|
1.14M
$88.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.1K+ 8040.46% |
$1.59M - $1.77M
|
21.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19.2K+ 40.75% |
$1.45M - $1.62M
|
66.3K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5K+ 7.63% |
$1.4M - $1.56M
|
261K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.5K+ 4.86% |
$1.4M - $1.56M
|
400K
$31.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
18.3KNew |
$1.38M - $1.54M
|
18.3K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$1.37M - $1.53M
|
18.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
18KNew |
$1.36M - $1.51M
|
18K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17K+ 21.28% |
$1.29M - $1.43M
|
97.1K
$7.58M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.9K+ 70.26% |
$1.12M - $1.25M
|
36.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6KNew |
$953K - $1.06M
|
12.6K
$985K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12.5KNew |
$945K - $1.06M
|
12.5K
$978K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 2.5% |
$906K - $1.01M
|
492K
$38.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.7K+ 177.27% |
$883K - $986K
|
18.3K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.4K+ 16.31% |
$858K - $958K
|
81.1K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 9.78% |
$846K - $944K
|
126K
$9.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.5K+ 53.61% |
$793K - $885K
|
30.1K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.9K+ 335.73% |
$747K - $834K
|
12.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.55K+ 202.57% |
$720K - $804K
|
14.3K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.3K+ 78.05% |
$702K - $784K
|
21.2K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.3K+ 1.34% |
$702K - $783K
|
704K
$55M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
9.25K+ 64.58% |
$698K - $779K
|
23.6K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.14K+ 6.86% |
$690K - $770K
|
143K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.41K+ 1.53% |
$634K - $708K
|
556K
$43.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.21K+ 13.04% |
$620K - $692K
|
71.2K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
8KNew |
$604K - $674K
|
8K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.76K+ 5.52% |
$586K - $654K
|
148K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.73K+ 19.68% |
$583K - $651K
|
47K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 3.1% |
$549K - $613K
|
242K
$18.9M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.02KNew |
$530K - $592K
|
7.02K
$548K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.02KNew |
$530K - $592K
|
7.02K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.94K+ 33.57% |
$523K - $584K
|
27.6K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$370K - $413K
|
4.9K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.81K+ 2.27% |
$363K - $405K
|
216K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.73K+ 29.94% |
$357K - $399K
|
20.5K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.33K+ 29.78% |
$327K - $365K
|
18.9K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.13K+ 3.47% |
$312K - $348K
|
123K
$9.62M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 4.59% |
$292K - $326K
|
88K
$6.87M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.8K+ 20.94% |
$286K - $320K
|
21.9K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.75K+ 132.74% |
$283K - $316K
|
6.58K
$513K
|