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 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-280- 3.5% |
$18.7K - $22.3K
|
7.72K
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-291- 1.33% |
$19.5K - $23.1K
|
21.6K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-297- 5.27% |
$19.9K - $23.6K
|
5.34K
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 9.42% |
$20.1K - $23.8K
|
2.89K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-340- 11.15% |
$22.7K - $27K
|
2.71K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-348- 8.37% |
$23.3K - $27.7K
|
3.81K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-358- 7.67% |
$23.9K - $28.5K
|
4.31K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-360- 8.35% |
$24.1K - $28.6K
|
3.95K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-363- 7.38% |
$24.3K - $28.8K
|
4.56K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-365- 5.24% |
$24.4K - $29K
|
6.6K
$543K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-383- 2.51% |
$25.6K - $30.4K
|
14.9K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-399- 40.8% |
$26.7K - $31.7K
|
579
$47.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-420- 0.7% |
$28.1K - $33.4K
|
59.7K
$4.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-464- 2.34% |
$31K - $36.9K
|
19.4K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-480- 7.51% |
$32.1K - $38.1K
|
5.92K
$486K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-519- 1.72% |
$34.7K - $41.2K
|
29.6K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-527- 0.24% |
$35.2K - $41.9K
|
216K
$17.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-569- 1.1% |
$38K - $45.2K
|
51.1K
$4.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-579- 1.79% |
$38.7K - $46K
|
31.8K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-612- 1.8% |
$40.9K - $48.6K
|
33.4K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-622- 2.63% |
$41.6K - $49.4K
|
23K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-629- 2.64% |
$42.1K - $50K
|
23.2K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-710- 0.78% |
$47.5K - $56.4K
|
90.8K
$7.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-729- 48.28% |
$48.7K - $57.9K
|
781
$64.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-731- 0.61% |
$48.9K - $58.1K
|
119K
$9.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-764- 23.68% |
$51.1K - $60.7K
|
2.46K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-786- 1.05% |
$52.6K - $62.5K
|
73.9K
$6.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-813- 11.58% |
$54.4K - $64.6K
|
6.21K
$510K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-813- 11.58% |
$54.4K - $64.6K
|
6.21K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-816- 3.97% |
$54.6K - $64.8K
|
19.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-821- 12.51% |
$54.9K - $65.2K
|
5.74K
$472K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-824- 24.16% |
$55.1K - $65.5K
|
2.59K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-842- 2.6% |
$56.3K - $66.9K
|
31.6K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-914- 1.86% |
$61.1K - $72.6K
|
48.3K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-986- 3.03% |
$65.9K - $78.4K
|
31.5K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 7.65% |
$70.8K - $84.2K
|
12.8K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.31K- 0.98% |
$87.3K - $104K
|
132K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 7.96% |
$88.7K - $105K
|
15.3K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.52K- 8.38% |
$102K - $121K
|
16.6K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.54K- 7.65% |
$103K - $122K
|
18.5K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 21.28% |
$103K - $123K
|
5.71K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.58K- 6.26% |
$106K - $126K
|
23.7K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.67K- 28.12% |
$112K - $133K
|
4.27K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67K- 3.03% |
$112K - $133K
|
53.6K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.68K- 3.48% |
$112K - $133K
|
46.6K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79K- 12.15% |
$120K - $142K
|
13K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.94K- 1.25% |
$130K - $154K
|
154K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.97K- 29.76% |
$132K - $156K
|
4.64K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 42.64% |
$132K - $157K
|
2.66K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 37.12% |
$133K - $158K
|
3.36K
$276K
|