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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
233+ 4.33% |
$15.6K - $18.5K
|
5.61K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 3.5% |
$15.4K - $18.3K
|
6.8K
$559K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.25% |
$15.3K - $18.2K
|
18.5K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
227+ 13.48% |
$15.2K - $18K
|
1.91K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
179+ 5.98% |
$12K - $14.2K
|
3.17K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
176+ 1.5% |
$11.8K - $14K
|
11.9K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 125.36% |
$11.6K - $13.7K
|
311
$25.6K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168+ 19.72% |
$11.2K - $13.4K
|
1.02K
$83.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
148+ 1.93% |
$9.9K - $11.8K
|
7.8K
$641K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
141New |
$9.43K - $11.2K
|
141
$11.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
118New |
$7.89K - $9.38K
|
118
$9.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105+ 36.08% |
$7.02K - $8.34K
|
396
$32.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.8% |
$6.69K - $7.95K
|
5.66K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94+ 1.97% |
$6.29K - $7.47K
|
4.86K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 13.86% |
$5.88K - $6.99K
|
723
$59.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 102.63% |
$5.22K - $6.2K
|
154
$12.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77New |
$5.15K - $6.12K
|
77
$6.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.14% |
$4.61K - $5.48K
|
50.5K
$4.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57New |
$3.81K - $4.53K
|
57
$4.68K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 0.43% |
$3.54K - $4.21K
|
12.3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
46+ 7.14% |
$3.08K - $3.66K
|
690
$56.7K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$2.74K - $3.26K
|
41
$3.37K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
37+ 1.21% |
$2.47K - $2.94K
|
3.1K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
35New |
$2.34K - $2.78K
|
35
$2.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
33+ 0.26% |
$2.21K - $2.62K
|
12.9K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$2.14K - $2.54K
|
32
$2.63K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31+ 0.46% |
$2.07K - $2.46K
|
6.78K
$557K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
30+ 0.29% |
$2.01K - $2.38K
|
10.3K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28+ 0.55% |
$1.87K - $2.23K
|
5.13K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.0% |
$1.81K - $2.15K
|
2.72K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.4% |
$1.4K - $1.67K
|
5.23K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20+ 0.43% |
$1.34K - $1.59K
|
4.65K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
17+ 0.38% |
$1.14K - $1.35K
|
4.53K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.52% |
$1K - $1.19K
|
2.89K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
14+ 0.51% |
$936 - $1.11K
|
2.76K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13New |
$869 - $1.03K
|
13
$1.07K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 0.48% |
$736 - $874
|
2.29K
$189K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.52% |
$334 - $397
|
975
$80.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.33% |
$334 - $397
|
1.52K
$125K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.04% |
$267 - $318
|
10.8K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.14% |
$201 - $238
|
2.08K
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$201 - $238
|
3
$247
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.48% |
$201 - $238
|
627
$51.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.03% |
$134 - $159
|
6.52K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$134 - $159
|
478
$39.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.66% |
$66.9 - $79.5
|
152
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.46% |
$66.9 - $79.5
|
217
$17.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$66.9 - $79.5
|
327
$26.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 4.0% |
$66.9 - $79.5
|
26
$2.14K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.36% |
$66.9 - $79.5
|
275
$22.6K
|