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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 1.5% |
$5.28K - $5.71K
|
4.94K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-78- 16.85% |
$5.49K - $5.94K
|
385
$33.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 1.21% |
$5.7K - $6.17K
|
6.63K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-83- 1.43% |
$5.84K - $6.32K
|
5.72K
$491K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-85- 1.15% |
$5.98K - $6.47K
|
7.28K
$625K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-94- 15.04% |
$6.61K - $7.16K
|
531
$45.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-114- 13.12% |
$8.02K - $8.68K
|
755
$64.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-114- 2.65% |
$8.02K - $8.68K
|
4.18K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-136- 0.89% |
$9.57K - $10.4K
|
15.2K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-141- 2.14% |
$9.92K - $10.7K
|
6.44K
$553K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-157- 1.09% |
$11K - $12K
|
14.2K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-170- 0.74% |
$12K - $12.9K
|
22.9K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-196- 5.79% |
$13.8K - $14.9K
|
3.19K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 5.1% |
$14.1K - $15.2K
|
3.73K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-204- 5.57% |
$14.3K - $15.5K
|
3.46K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-209- 1.04% |
$14.7K - $15.9K
|
19.9K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-210- 6.16% |
$14.8K - $16K
|
3.2K
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-230- 1.01% |
$16.2K - $17.5K
|
22.5K
$1.93M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-230- 7.52% |
$16.2K - $17.5K
|
2.83K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-234- 1.85% |
$16.5K - $17.8K
|
12.4K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-239- 2.31% |
$16.8K - $18.2K
|
10.1K
$867K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-242- 7.66% |
$17K - $18.4K
|
2.92K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-245- 1.52% |
$17.2K - $18.7K
|
15.8K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-258- 1.76% |
$18.1K - $19.6K
|
14.4K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-278- 0.42% |
$19.6K - $21.2K
|
66.5K
$5.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-305- 1.34% |
$21.5K - $23.2K
|
22.5K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-334- 4.47% |
$23.5K - $25.4K
|
7.13K
$612K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-335- 5.04% |
$23.6K - $25.5K
|
6.31K
$541K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-352- 8.0% |
$24.8K - $26.8K
|
4.05K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-368- 13.57% |
$25.9K - $28K
|
2.34K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-377- 9.5% |
$26.5K - $28.7K
|
3.59K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-406- 0.94% |
$28.6K - $30.9K
|
42.8K
$3.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-410- 0.57% |
$28.8K - $31.2K
|
71.3K
$6.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-410- 2.64% |
$28.8K - $31.2K
|
15.1K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-412- 10.39% |
$29K - $31.4K
|
3.55K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-421- 31.39% |
$29.6K - $32.1K
|
920
$79K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-423- 13.68% |
$29.8K - $32.2K
|
2.67K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-436- 0.76% |
$30.7K - $33.2K
|
56.6K
$4.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-450- 5.43% |
$31.7K - $34.3K
|
7.83K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-466- 8.17% |
$32.8K - $35.5K
|
5.24K
$450K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-466- 11.05% |
$32.8K - $35.5K
|
3.75K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-470- 8.17% |
$33.1K - $35.8K
|
5.29K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-514- 15.23% |
$36.2K - $39.1K
|
2.86K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-530- 1.74% |
$37.3K - $40.4K
|
29.9K
$2.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-542- 5.1% |
$38.1K - $41.3K
|
10.1K
$865K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-543- 7.54% |
$38.2K - $41.3K
|
6.66K
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-552- 10.04% |
$38.8K - $42K
|
4.95K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-620- 10.4% |
$43.6K - $47.2K
|
5.34K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-675- 16.98% |
$47.5K - $51.4K
|
3.3K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-682- 4.85% |
$48K - $51.9K
|
13.4K
$1.15M
|