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 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.56K- 23.08% |
$118K - $132K
|
5.21K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.7K- 0.8% |
$128K - $143K
|
210K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.97K- 27.67% |
$149K - $166K
|
5.15K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1.98K- 1.26% |
$150K - $167K
|
156K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.09KClosed |
$158K - $176K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.2K- 4.87% |
$166K - $185K
|
42.9K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.25K- 4.45% |
$169K - $189K
|
48.3K
$3.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.28K- 2.33% |
$172K - $192K
|
95.5K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 8.84% |
$174K - $195K
|
23.8K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.35K- 8.66% |
$177K - $198K
|
24.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 12.4% |
$178K - $199K
|
16.7K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.36K- 9.08% |
$178K - $199K
|
23.7K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.39K- 7.88% |
$181K - $202K
|
28K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.45K- 99.15% |
$185K - $206K
|
21
$1.64K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.46K- 43.3% |
$186K - $208K
|
3.23K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.52K- 11.3% |
$190K - $212K
|
19.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.54K- 7.26% |
$191K - $214K
|
32.4K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.69K- 7.66% |
$203K - $226K
|
32.4K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.72K- 4.66% |
$206K - $229K
|
55.7K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.14K- 5.74% |
$313K - $349K
|
68K
$5.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 51.06% |
$340K - $379K
|
4.31K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.71K- 0.83% |
$356K - $397K
|
567K
$44.2M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.76K- 7.34% |
$360K - $401K
|
60.2K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.77K- 13.07% |
$360K - $402K
|
31.7K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.89K- 5.0% |
$369K - $412K
|
93K
$7.26M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.03K- 6.35% |
$380K - $424K
|
74.3K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.79K- 0.86% |
$437K - $488K
|
669K
$52.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.13K- 3.22% |
$613K - $685K
|
244K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8.23K- 5.77% |
$621K - $693K
|
135K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.91K- 7.03% |
$672K - $750K
|
118K
$9.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-9.26K- 10.82% |
$699K - $780K
|
76.3K
$5.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.96K- 5.24% |
$751K - $839K
|
180K
$14.1M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10.3K- 6.24% |
$781K - $871K
|
156K
$12.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.7K- 12.62% |
$806K - $899K
|
73.9K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.5K- 11.49% |
$869K - $970K
|
88.7K
$6.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.4K- 75.34% |
$1.01M - $1.13M
|
4.39K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 7.78% |
$1.08M - $1.2M
|
169K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-16.7K- 4.66% |
$1.26M - $1.41M
|
341K
$26.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-18.1K- 25.61% |
$1.37M - $1.53M
|
52.6K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-18.3K- 72.73% |
$1.38M - $1.54M
|
6.85K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-20.6K- 35.47% |
$1.56M - $1.74M
|
37.5K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21K- 12.45% |
$1.58M - $1.77M
|
148K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.1K- 17.43% |
$1.82M - $2.03M
|
114K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.9K- 41.51% |
$2.33M - $2.6M
|
43.6K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.4K- 55.42% |
$2.37M - $2.65M
|
25.3K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.2K- 85.76% |
$2.43M - $2.71M
|
5.35K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.8K- 52.32% |
$3.08M - $3.44M
|
37.2K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-43.1K- 90.0% |
$3.26M - $3.63M
|
4.8K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-50.1K- 3.73% |
$3.78M - $4.22M
|
1.29M
$101M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-51.3K- 18.51% |
$3.87M - $4.33M
|
226K
$17.6M
|