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 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.55KNew |
$268K - $299K
|
3.55K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.44K+ 11.81% |
$259K - $289K
|
32.5K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
3.41KNew |
$257K - $287K
|
3.41K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
3.31K+ 0.95% |
$250K - $279K
|
353K
$27.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
3.17K+ 5.73% |
$239K - $267K
|
58.4K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.78KNew |
$210K - $234K
|
2.78K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.67KNew |
$201K - $224K
|
2.67K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.58K+ 0.75% |
$194K - $217K
|
346K
$27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 6.66% |
$181K - $202K
|
38.4K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.21K+ 16.04% |
$167K - $186K
|
16K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.16K+ 0.81% |
$163K - $182K
|
268K
$20.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2K+ 12.15% |
$151K - $169K
|
18.5K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.96K+ 73.7% |
$148K - $165K
|
4.63K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.3% |
$138K - $154K
|
44.4K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 8.67% |
$134K - $150K
|
22.3K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.66K+ 0.61% |
$125K - $140K
|
275K
$21.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 17.6% |
$122K - $136K
|
10.8K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.39K+ 27.52% |
$105K - $117K
|
6.45K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 8.94% |
$94.3K - $105K
|
15.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 6.83% |
$90.6K - $101K
|
18.8K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 2.89% |
$90.2K - $101K
|
42.5K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.07K+ 3.46% |
$80.6K - $90K
|
31.9K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.06K+ 2.09% |
$79.7K - $89K
|
51.7K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.05K+ 34.09% |
$79.5K - $88.8K
|
4.15K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.04K+ 4.36% |
$78.6K - $87.7K
|
24.9K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 3903.85% |
$76.6K - $85.5K
|
1.04K
$81.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
992+ 0.49% |
$74.9K - $83.6K
|
202K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
988+ 38.37% |
$74.6K - $83.2K
|
3.56K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
856+ 4.51% |
$64.6K - $72.1K
|
19.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
855+ 2.96% |
$64.5K - $72K
|
29.7K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
819+ 542.38% |
$61.8K - $69K
|
970
$75.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
817New |
$61.7K - $68.8K
|
817
$63.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
789+ 13.66% |
$59.5K - $66.5K
|
6.56K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
773+ 9.11% |
$58.3K - $65.1K
|
9.25K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
733+ 27.4% |
$55.3K - $61.7K
|
3.41K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
676+ 0.79% |
$51K - $56.9K
|
86.2K
$6.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
639+ 12.9% |
$48.2K - $53.8K
|
5.59K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
601+ 0.66% |
$45.4K - $50.6K
|
91.6K
$7.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
574+ 8.77% |
$43.3K - $48.4K
|
7.12K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
563+ 11.27% |
$42.5K - $47.4K
|
5.56K
$434K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
553+ 184.95% |
$41.7K - $46.6K
|
852
$66.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
548+ 2.43% |
$41.4K - $46.2K
|
23.1K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
537+ 5.8% |
$40.5K - $45.2K
|
9.79K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
516+ 9.78% |
$38.9K - $43.5K
|
5.79K
$452K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
509+ 8.16% |
$38.4K - $42.9K
|
6.75K
$527K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
499New |
$37.7K - $42K
|
499
$39K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
393+ 5.41% |
$29.7K - $33.1K
|
7.65K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
376+ 1.56% |
$28.4K - $31.7K
|
24.5K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
364+ 3.28% |
$27.5K - $30.7K
|
11.5K
$896K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
333New |
$25.1K - $28.1K
|
333
$26K
|