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
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$66.9 - $79.5
|
193
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$66.9 - $79.5
|
1
$82.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1- 0.02% |
$66.9 - $79.5
|
5.28K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2- 0.05% |
$134 - $159
|
3.98K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3- 0.01% |
$201 - $238
|
24.5K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.02% |
$334 - $397
|
28.2K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-8- 88.89% |
$535 - $636
|
1
$82.2
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9- 36.0% |
$602 - $715
|
16
$1.31K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 0.8% |
$1K - $1.19K
|
1.87K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 16.54% |
$1.4K - $1.67K
|
106
$8.71K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.05% |
$1.81K - $2.15K
|
55.7K
$4.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-28- 1.02% |
$1.87K - $2.23K
|
2.7K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-31- 0.95% |
$2.07K - $2.46K
|
3.25K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-32- 0.93% |
$2.14K - $2.54K
|
3.39K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-39- 1.2% |
$2.61K - $3.1K
|
3.2K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-49- 0.41% |
$3.28K - $3.89K
|
11.8K
$967K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-51- 0.87% |
$3.41K - $4.05K
|
5.84K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58- 10.05% |
$3.88K - $4.61K
|
519
$42.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-68- 1.1% |
$4.55K - $5.4K
|
6.11K
$502K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-92- 0.4% |
$6.15K - $7.31K
|
22.6K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-107- 3.88% |
$7.16K - $8.5K
|
2.65K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-107- 1.94% |
$7.16K - $8.5K
|
5.42K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-108- 3.39% |
$7.22K - $8.58K
|
3.08K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-110- 4.15% |
$7.36K - $8.74K
|
2.54K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 48.28% |
$7.49K - $8.9K
|
120
$9.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-114- 0.57% |
$7.62K - $9.06K
|
19.7K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-121- 2.35% |
$8.09K - $9.62K
|
5.03K
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-128- 1.85% |
$8.56K - $10.2K
|
6.81K
$559K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-148- 2.58% |
$9.9K - $11.8K
|
5.58K
$458K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-150- 3.82% |
$10K - $11.9K
|
3.77K
$310K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-155- 3.53% |
$10.4K - $12.3K
|
4.24K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-156- 3.56% |
$10.4K - $12.4K
|
4.23K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-158- 5.68% |
$10.6K - $12.6K
|
2.62K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-168- 1.6% |
$11.2K - $13.4K
|
10.4K
$851K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-180- 0.97% |
$12K - $14.3K
|
18.3K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-189- 60.97% |
$12.6K - $15K
|
121
$9.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-192- 5.83% |
$12.8K - $15.3K
|
3.1K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-194- 4.31% |
$13K - $15.4K
|
4.31K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-198- 2.02% |
$13.2K - $15.7K
|
9.59K
$788K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200- 87.72% |
$13.4K - $15.9K
|
28
$2.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-222- 3.12% |
$14.8K - $17.6K
|
6.9K
$567K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-225- 0.29% |
$15K - $17.9K
|
76.1K
$6.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-235- 6.18% |
$15.7K - $18.7K
|
3.57K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-241- 1.58% |
$16.1K - $19.2K
|
15K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-252- 1.91% |
$16.9K - $20K
|
12.9K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-252- 5.62% |
$16.9K - $20K
|
4.23K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-256- 9.07% |
$17.1K - $20.3K
|
2.57K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-259- 2.89% |
$17.3K - $20.6K
|
8.7K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-265- 46.9% |
$17.7K - $21.1K
|
300
$24.7K
|