Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
670K+ 12.78% |
$47.1M - $51M
|
5.91M
$507M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
464K+ 7775.1% |
$32.6M - $35.3M
|
470K
$40.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
356KNew |
$25M - $27.1M
|
356K
$30.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
231K+ 616.91% |
$16.3M - $17.6M
|
269K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190K+ 1491.5% |
$13.3M - $14.5M
|
203K
$17.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 161.5% |
$8.06M - $8.73M
|
186K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82K+ 23.38% |
$5.77M - $6.25M
|
433K
$37.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
74.1K+ 28.09% |
$5.21M - $5.64M
|
338K
$29M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
67.2KNew |
$4.73M - $5.12M
|
67.2K
$5.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
66K+ 2397.31% |
$4.64M - $5.03M
|
68.8K
$5.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.2K+ 71.9% |
$3.25M - $3.51M
|
110K
$9.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8K+ 488.59% |
$3.08M - $3.33M
|
52.7K
$4.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
38.9KNew |
$2.74M - $2.96M
|
38.9K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.5K+ 26.31% |
$2.43M - $2.63M
|
166K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.5K+ 20.4% |
$2.35M - $2.55M
|
197K
$17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.7K+ 313.91% |
$1.95M - $2.11M
|
36.5K
$3.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 17.24% |
$1.87M - $2.02M
|
181K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 3.66% |
$1.36M - $1.48M
|
549K
$47.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 8.07% |
$1.29M - $1.4M
|
247K
$21.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
16.5KNew |
$1.16M - $1.26M
|
16.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.1K+ 136.73% |
$1.07M - $1.15M
|
26.2K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
13.5K+ 5.75% |
$949K - $1.03M
|
248K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.6K+ 7.17% |
$813K - $881K
|
173K
$14.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.9K+ 1.63% |
$764K - $828K
|
676K
$58M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10.8K+ 4.02% |
$762K - $825K
|
281K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 11.66% |
$733K - $793K
|
99.8K
$8.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9.99K+ 11.16% |
$703K - $761K
|
99.5K
$8.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.91K+ 133.83% |
$697K - $755K
|
17.3K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
9.72K+ 2.78% |
$683K - $740K
|
359K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.23K+ 203.93% |
$650K - $703K
|
13.8K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.7K+ 21.03% |
$541K - $586K
|
44.3K
$3.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.1K+ 42.72% |
$429K - $464K
|
20.4K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.83K+ 17.14% |
$410K - $444K
|
39.9K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.7K+ 2.7% |
$401K - $434K
|
217K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$399K - $432K
|
5.67K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.46K+ 23.36% |
$384K - $416K
|
28.8K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.08K+ 87.61% |
$357K - $387K
|
10.9K
$934K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.94K+ 4.87% |
$347K - $376K
|
106K
$9.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.75K+ 19.34% |
$334K - $361K
|
29.3K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$330K - $357K
|
4.69K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 2.11% |
$326K - $353K
|
224K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.53K+ 0.27% |
$319K - $345K
|
1.71M
$147M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.45K+ 9.29% |
$313K - $338K
|
52.3K
$4.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.83K+ 78.2% |
$269K - $292K
|
8.73K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.63K+ 74.57% |
$255K - $276K
|
8.49K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.36K+ 19.38% |
$236K - $256K
|
20.7K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.03KNew |
$213K - $230K
|
3.03K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.85KNew |
$201K - $217K
|
2.85K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.84KNew |
$200K - $216K
|
2.84K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.75K+ 1.31% |
$193K - $209K
|
212K
$18.2M
|