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 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-675- 16.98% |
$47.5K - $51.4K
|
3.3K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-682- 4.85% |
$48K - $51.9K
|
13.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-722- 1.06% |
$50.8K - $55K
|
67.2K
$5.52M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-757- 5.19% |
$53.2K - $57.6K
|
13.8K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-769- 19.4% |
$54.1K - $58.6K
|
3.19K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-781- 0.23% |
$54.9K - $59.5K
|
345K
$28.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 20.07% |
$56.3K - $60.9K
|
3.19K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-829Closed |
$58.3K - $63.1K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-840- 6.57% |
$59.1K - $64K
|
11.9K
$982K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-875- 9.71% |
$61.5K - $66.6K
|
8.14K
$669K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1K- 20.03% |
$70.4K - $76.2K
|
4K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.03K- 1.27% |
$72.6K - $78.6K
|
79.9K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.06K- 0.73% |
$74.5K - $80.6K
|
144K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.12K- 8.11% |
$78.8K - $85.3K
|
12.7K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.13K- 1.97% |
$79.7K - $86.3K
|
56.5K
$4.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 13.61% |
$88.5K - $95.8K
|
7.99K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.57K- 11.4% |
$111K - $120K
|
12.2K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.64K- 2.58% |
$115K - $125K
|
61.7K
$5.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.73K- 2.79% |
$122K - $132K
|
60.2K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.93K- 3.09% |
$136K - $147K
|
60.6K
$4.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 28.69% |
$136K - $148K
|
4.82K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.98K- 4.09% |
$139K - $150K
|
46.3K
$3.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2K- 3.01% |
$141K - $152K
|
64.4K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 2.73% |
$142K - $154K
|
71.9K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.14K- 96.62% |
$151K - $163K
|
75
$6.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.52K- 3.5% |
$177K - $192K
|
69.3K
$5.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.52K- 2.46% |
$177K - $192K
|
99.9K
$8.22M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.67K- 11.64% |
$188K - $203K
|
20.2K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.71K- 3.24% |
$190K - $206K
|
80.9K
$6.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.73K- 13.95% |
$192K - $208K
|
16.9K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.77K- 13.77% |
$195K - $211K
|
17.3K
$1.43M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.86KClosed |
$201K - $218K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.01K- 1.37% |
$212K - $229K
|
216K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.33K- 6.68% |
$234K - $254K
|
46.5K
$3.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.42K- 2.26% |
$240K - $260K
|
147K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.44K- 42.05% |
$242K - $262K
|
4.75K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.49K- 35.14% |
$246K - $266K
|
6.45K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.7K- 24.52% |
$260K - $282K
|
11.4K
$936K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.79K- 1.57% |
$266K - $288K
|
237K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.83K- 2.17% |
$269K - $292K
|
172K
$14.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.93K- 4.36% |
$276K - $299K
|
86.3K
$7.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 0.75% |
$295K - $319K
|
556K
$45.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.28K- 99.4% |
$301K - $326K
|
26
$2.14K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.37K- 2.32% |
$307K - $333K
|
184K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.63K- 6.0% |
$326K - $353K
|
72.6K
$5.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.08K- 43.04% |
$357K - $387K
|
6.72K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.91K- 38.86% |
$416K - $450K
|
9.3K
$764K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-6.98K- 2.09% |
$491K - $532K
|
326K
$26.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.25K- 29.72% |
$510K - $552K
|
17.1K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.88K- 5.84% |
$554K - $600K
|
127K
$10.4M
|