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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.62K+ 1.16% |
$184K - $199K
|
228K
$19.8M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.61KNew |
$183K - $198K
|
2.61K
$225K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.6K+ 6.97% |
$183K - $198K
|
40K
$3.46M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.47KNew |
$174K - $188K
|
2.47K
$214K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 22.58% |
$162K - $175K
|
12.5K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.22K+ 8.48% |
$156K - $169K
|
28.4K
$2.46M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.98K+ 6.19% |
$139K - $151K
|
33.9K
$2.93M
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.91K+ 3.01% |
$134K - $145K
|
65.4K
$5.66M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 48.72% |
$127K - $137K
|
5.5K
$476K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 1.46% |
$107K - $116K
|
106K
$9.19M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 26.96% |
$96.9K - $105K
|
6.49K
$561K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 14.58% |
$92.7K - $100K
|
10.4K
$896K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.28K+ 12.72% |
$89.7K - $97.1K
|
11.3K
$978K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.15K+ 0.43% |
$80.8K - $87.4K
|
267K
$23.1M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.1K+ 9.2% |
$77.6K - $84K
|
13.1K
$1.13M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1KNew |
$77.2K - $83.6K
|
1.1K
$95K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.01K+ 18.52% |
$71K - $76.8K
|
6.46K
$559K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
996+ 30.57% |
$70.1K - $75.8K
|
4.25K
$368K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
970+ 1259.74% |
$68.2K - $73.9K
|
1.05K
$90.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
872+ 6.47% |
$61.3K - $66.4K
|
14.3K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
801+ 3.69% |
$56.3K - $61K
|
22.5K
$1.95M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
699+ 4.04% |
$49.2K - $53.2K
|
18K
$1.56M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
694+ 348.74% |
$48.8K - $52.8K
|
893
$77.3K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
644New |
$45.3K - $49K
|
644
$55.7K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
641+ 5.4% |
$45.1K - $48.8K
|
12.5K
$1.08M
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
565+ 0.82% |
$39.7K - $43K
|
69.7K
$6.03M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
561+ 19.18% |
$39.5K - $42.7K
|
3.49K
$302K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
537+ 1.54% |
$37.8K - $40.9K
|
35.5K
$3.07M
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
536+ 8.18% |
$37.7K - $40.8K
|
7.09K
$613K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
497+ 0.79% |
$35K - $37.8K
|
63.1K
$5.46M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
441+ 2.24% |
$31K - $33.6K
|
20.1K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
374+ 0.35% |
$26.3K - $28.5K
|
106K
$9.19M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367+ 1.29% |
$25.8K - $27.9K
|
28.9K
$2.5M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
339+ 11.11% |
$23.8K - $25.8K
|
3.39K
$293K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
253+ 5.96% |
$17.8K - $19.3K
|
4.5K
$389K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 2.14% |
$17.5K - $19K
|
11.9K
$1.03M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
230New |
$16.2K - $17.5K
|
230
$19.9K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
229New |
$16.1K - $17.4K
|
229
$19.8K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
223New |
$15.7K - $17K
|
223
$19.3K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
215+ 1.98% |
$15.1K - $16.4K
|
11.1K
$960K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
201+ 0.4% |
$14.1K - $15.3K
|
50.3K
$4.35M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185+ 83.71% |
$13K - $14.1K
|
406
$35.1K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$12.3K - $13.3K
|
175
$15.1K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
170New |
$12K - $12.9K
|
170
$14.7K
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
165+ 6.27% |
$11.6K - $12.6K
|
2.8K
$242K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
160New |
$11.3K - $12.2K
|
160
$13.8K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
153+ 35.5% |
$10.8K - $11.7K
|
584
$50.5K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
152+ 1.92% |
$10.7K - $11.6K
|
8.07K
$698K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 4.74% |
$10.6K - $11.4K
|
3.32K
$287K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
142+ 3.59% |
$9.99K - $10.8K
|
4.09K
$354K
|