Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
174K+ 25.99% |
$11.6M - $13.8M
|
842K
$69.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
148K+ 26.16% |
$9.91M - $11.8M
|
715K
$58.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
86.6KNew |
$5.79M - $6.88M
|
86.6K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71K+ 86.7% |
$4.75M - $5.64M
|
153K
$12.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
64.3K+ 26.37% |
$4.3M - $5.11M
|
308K
$25.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
60.8K+ 14.75% |
$4.06M - $4.83M
|
473K
$38.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
57.3KNew |
$3.83M - $4.56M
|
57.3K
$4.71M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
40.8K+ 3.07% |
$2.73M - $3.24M
|
1.37M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.6K+ 43.58% |
$2.51M - $2.99M
|
124K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.6K+ 32.62% |
$2.32M - $2.75M
|
141K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.4K+ 11.16% |
$2.17M - $2.58M
|
323K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32.3K+ 5.8% |
$2.16M - $2.56M
|
589K
$48.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 12.3% |
$1.99M - $2.37M
|
272K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.1K+ 131.89% |
$1.88M - $2.24M
|
49.5K
$4.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
27.9K+ 152.97% |
$1.87M - $2.22M
|
46.2K
$3.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 7.56% |
$1.75M - $2.08M
|
372K
$30.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25.4K+ 43.96% |
$1.7M - $2.02M
|
83.1K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 31.45% |
$1.44M - $1.71M
|
89.7K
$7.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$1.26M - $1.5M
|
18.9K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
17.9K+ 5.24% |
$1.19M - $1.42M
|
359K
$29.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
17.6K+ 153.72% |
$1.18M - $1.4M
|
29.1K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
17.3KNew |
$1.16M - $1.37M
|
17.3K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8K+ 19.05% |
$1.12M - $1.33M
|
105K
$8.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.2K+ 5.32% |
$952K - $1.13M
|
282K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 43.13% |
$914K - $1.09M
|
45.4K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.6K+ 19.12% |
$910K - $1.08M
|
84.8K
$6.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 1.8% |
$874K - $1.04M
|
738K
$60.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.4K+ 7.97% |
$760K - $903K
|
154K
$12.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 1.97% |
$734K - $872K
|
569K
$46.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
10.6K+ 7.5% |
$710K - $844K
|
152K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10K+ 43.28% |
$669K - $795K
|
33.1K
$2.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.92K+ 18.86% |
$664K - $789K
|
62.5K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.65K+ 7.56% |
$578K - $687K
|
123K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.34K+ 235.18% |
$557K - $663K
|
11.9K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.46KNew |
$499K - $593K
|
7.46K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.35K+ 20.37% |
$492K - $584K
|
43.4K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.23K+ 38.35% |
$484K - $575K
|
26.1K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 3.78% |
$478K - $568K
|
196K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07KNew |
$473K - $562K
|
7.07K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.55K+ 6.85% |
$438K - $520K
|
102K
$8.39M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
5.81K+ 1.64% |
$388K - $461K
|
359K
$29.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.52K+ 154.9% |
$369K - $439K
|
9.08K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.4KNew |
$361K - $429K
|
5.4K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.36KNew |
$291K - $346K
|
4.36K
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.2K+ 21.42% |
$281K - $333K
|
23.8K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.78K+ 22.47% |
$253K - $301K
|
20.6K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.71K+ 4.18% |
$248K - $294K
|
92.4K
$7.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.47KNew |
$232K - $276K
|
3.47K
$285K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.41KNew |
$228K - $271K
|
3.41K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.37KNew |
$225K - $268K
|
3.37K
$277K
|