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 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
142+ 3.59% |
$9.99K - $10.8K
|
4.09K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
133+ 1.34% |
$9.36K - $10.1K
|
10K
$826K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 2.94% |
$7.03K - $7.62K
|
3.5K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
98+ 0.95% |
$6.89K - $7.46K
|
10.5K
$860K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$6.05K - $6.55K
|
86
$7.07K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
77+ 1.64% |
$5.42K - $5.86K
|
4.77K
$392K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
73+ 0.29% |
$5.13K - $5.56K
|
24.9K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 32.3% |
$5.13K - $5.56K
|
299
$24.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
64New |
$4.5K - $4.87K
|
64
$5.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 0.44% |
$3.73K - $4.04K
|
12.2K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$3.52K - $3.81K
|
50
$4.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
50+ 0.54% |
$3.52K - $3.81K
|
9.28K
$763K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
49+ 0.71% |
$3.45K - $3.73K
|
6.94K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 1.38% |
$2.32K - $2.51K
|
2.43K
$200K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32+ 0.52% |
$2.25K - $2.44K
|
6.18K
$508K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 281.82% |
$2.18K - $2.36K
|
42
$3.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31New |
$2.18K - $2.36K
|
31
$2.55K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 1.45% |
$2.04K - $2.21K
|
2.03K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 1.06% |
$1.69K - $1.83K
|
2.29K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24+ 0.53% |
$1.69K - $1.83K
|
4.59K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.31% |
$1.48K - $1.6K
|
6.73K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.1% |
$1.41K - $1.52K
|
20.7K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 0.4% |
$1.34K - $1.45K
|
4.71K
$388K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
19+ 0.04% |
$1.34K - $1.45K
|
49.7K
$4.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$1.27K - $1.37K
|
18
$1.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
15New |
$1.06K - $1.14K
|
15
$1.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.46% |
$914 - $990
|
2.86K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.22% |
$563 - $609
|
3.67K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7+ 0.22% |
$492 - $533
|
3.21K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.83% |
$352 - $381
|
608
$50K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.65% |
$281 - $305
|
616
$50.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$211 - $228
|
470
$38.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.67% |
$211 - $228
|
448
$36.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.68% |
$70.3 - $76.2
|
149
$12.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$70.3 - $76.2
|
213
$17.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.37% |
$70.3 - $76.2
|
272
$22.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$70.3 - $76.2
|
13.8K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.44% |
$492 - $533
|
1.6K
$131K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-11- 0.4% |
$774 - $838
|
2.76K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-14- 0.05% |
$985 - $1.07K
|
29.1K
$2.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$1.34K - $1.45K
|
18.2K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.48% |
$1.55K - $1.68K
|
4.54K
$373K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$1.9K - $2.06K
|
11.6K
$950K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-38- 18.81% |
$2.67K - $2.89K
|
164
$13.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-40- 0.34% |
$2.81K - $3.05K
|
11.7K
$960K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41- 0.22% |
$2.88K - $3.12K
|
18.7K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-45- 0.69% |
$3.17K - $3.43K
|
6.52K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49Closed |
$3.45K - $3.73K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-51- 0.77% |
$3.59K - $3.88K
|
6.54K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-68- 0.75% |
$4.78K - $5.18K
|
9.01K
$741K
|