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 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.23K+ 1.17% |
$216K - $257K
|
279K
$22.9M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
3.09KNew |
$207K - $246K
|
3.09K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.97KNew |
$199K - $236K
|
2.97K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 7.13% |
$183K - $217K
|
41.1K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.69K+ 75.9% |
$180K - $214K
|
6.23K
$512K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.67KNew |
$178K - $212K
|
2.67K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$170K - $202K
|
2.55K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 38.4% |
$169K - $201K
|
9.1K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 376.69% |
$142K - $168K
|
2.68K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.08K+ 2.14% |
$139K - $165K
|
99.1K
$8.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2K+ 23.91% |
$134K - $159K
|
10.4K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.97K+ 34.58% |
$131K - $156K
|
7.65K
$629K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.95K+ 10.19% |
$130K - $155K
|
21.1K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.9K+ 11.92% |
$127K - $151K
|
17.9K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.88K+ 5.89% |
$126K - $149K
|
33.8K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.83K+ 2.26% |
$123K - $146K
|
82.9K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.77K+ 12.65% |
$118K - $141K
|
15.7K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.77K+ 60.61% |
$118K - $140K
|
4.68K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.58K+ 3.36% |
$105K - $125K
|
48.6K
$3.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.52K+ 3.43% |
$102K - $121K
|
45.9K
$3.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.5K+ 38.3% |
$100K - $119K
|
5.41K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 38.4% |
$96K - $114K
|
5.18K
$425K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.38K+ 4.65% |
$92.4K - $110K
|
31.1K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.11KNew |
$74K - $87.9K
|
1.11K
$90.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 12.63% |
$71.8K - $85.4K
|
9.58K
$787K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.01K+ 20.96% |
$67.2K - $79.9K
|
5.8K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
971+ 23.42% |
$64.9K - $77.2K
|
5.12K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
958New |
$64.1K - $76.1K
|
958
$78.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
928+ 3.78% |
$62.1K - $73.7K
|
25.5K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
896+ 33.62% |
$59.9K - $71.2K
|
3.56K
$293K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
876+ 15.12% |
$58.6K - $69.6K
|
6.67K
$548K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
821+ 488.69% |
$54.9K - $65.2K
|
989
$81.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
653+ 6.79% |
$43.7K - $51.9K
|
10.3K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
646+ 62.06% |
$43.2K - $51.3K
|
1.69K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
636+ 3.29% |
$42.5K - $50.5K
|
20K
$1.64M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
562+ 921.31% |
$37.6K - $44.7K
|
623
$51.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
544+ 20.1% |
$36.4K - $43.2K
|
3.25K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
442+ 5.94% |
$29.6K - $35.1K
|
7.88K
$648K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
401+ 0.98% |
$26.8K - $31.9K
|
41.4K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
374+ 9.21% |
$25K - $29.7K
|
4.43K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
351+ 4.57% |
$23.5K - $27.9K
|
8.03K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
342+ 6.11% |
$22.9K - $27.2K
|
5.94K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 1.62% |
$20.3K - $24.2K
|
19.1K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
302+ 2.78% |
$20.2K - $24K
|
11.2K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
293+ 3.54% |
$19.6K - $23.3K
|
8.58K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
273+ 0.22% |
$18.3K - $21.7K
|
126K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
265New |
$17.7K - $21.1K
|
265
$21.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
257+ 0.92% |
$17.2K - $20.4K
|
28.2K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
247+ 5.76% |
$16.5K - $19.6K
|
4.54K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
244+ 1.76% |
$16.3K - $19.4K
|
14.1K
$1.16M
|