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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-194- 0.01% |
$14.6K - $16.3K
|
1.33M
$104M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-222- 41.73% |
$16.8K - $18.7K
|
310
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-223- 3.1% |
$16.8K - $18.8K
|
6.97K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-233- 1.78% |
$17.6K - $19.6K
|
12.8K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-247- 2.89% |
$18.6K - $20.8K
|
8.29K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-253- 6.24% |
$19.1K - $21.3K
|
3.8K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-267- 6.03% |
$20.2K - $22.5K
|
4.16K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-281- 1.77% |
$21.2K - $23.7K
|
15.6K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-294- 9.17% |
$22.2K - $24.8K
|
2.91K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-314- 0.63% |
$23.7K - $26.5K
|
49.2K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-328- 3.02% |
$24.8K - $27.6K
|
10.5K
$822K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-343- 5.46% |
$25.9K - $28.9K
|
5.94K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-370- 6.11% |
$27.9K - $31.2K
|
5.69K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-378- 39.58% |
$28.5K - $31.8K
|
577
$45K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 5.38% |
$31.1K - $34.7K
|
7.25K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-422- 3.47% |
$31.8K - $35.5K
|
11.8K
$917K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-448- 8.76% |
$33.8K - $37.7K
|
4.67K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-481- 5.1% |
$36.3K - $40.5K
|
8.96K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-526- 2.95% |
$39.7K - $44.3K
|
17.3K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-562- 2.24% |
$42.4K - $47.3K
|
24.6K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-598- 3.46% |
$45.1K - $50.4K
|
16.7K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-617- 3.27% |
$46.6K - $52K
|
18.3K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-665- 3.28% |
$50.2K - $56K
|
19.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-700- 1.25% |
$52.8K - $59K
|
55.3K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-719- 12.63% |
$54.3K - $60.6K
|
4.98K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-721- 4.11% |
$54.4K - $60.7K
|
16.8K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-740- 19.3% |
$55.8K - $62.3K
|
3.1K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-751- 5.15% |
$56.7K - $63.3K
|
13.8K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-772- 3.63% |
$58.3K - $65K
|
20.5K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-805- 6.38% |
$60.8K - $67.8K
|
11.8K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-864- 13.29% |
$65.2K - $72.8K
|
5.64K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-894- 0.31% |
$67.5K - $75.3K
|
291K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-910- 1.37% |
$68.7K - $76.7K
|
65.3K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-917- 6.18% |
$69.2K - $77.2K
|
13.9K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-943- 4.49% |
$71.2K - $79.4K
|
20.1K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-943- 26.34% |
$71.2K - $79.4K
|
2.64K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.01K- 4.83% |
$76.1K - $84.9K
|
19.8K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.01K- 21.28% |
$76.3K - $85.2K
|
3.74K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.77% |
$76.3K - $85.2K
|
3.24K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.06K- 3.01% |
$79.6K - $88.9K
|
34K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-1.06K- 1.36% |
$79.6K - $88.9K
|
76.4K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 25.45% |
$84.8K - $94.7K
|
3.29K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 40.3% |
$85.8K - $95.8K
|
1.68K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.19K- 0.99% |
$89.7K - $100K
|
119K
$9.32M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 17.21% |
$90.4K - $101K
|
5.76K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.04% |
$90.9K - $101K
|
57.7K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.22K- 25.65% |
$92.1K - $103K
|
3.54K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.34K- 0.93% |
$101K - $112K
|
142K
$11M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.45K- 3.42% |
$110K - $122K
|
41K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 14.96% |
$113K - $126K
|
8.51K
$664K
|