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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.27K- 17.98% |
$152K - $180K
|
10.4K
$851K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.36K- 10.6% |
$158K - $187K
|
19.9K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.45K- 5.7% |
$163K - $194K
|
40.4K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.48K- 14.85% |
$166K - $197K
|
14.2K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.69K- 0.67% |
$180K - $214K
|
397K
$32.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.76K- 0.39% |
$185K - $219K
|
701K
$57.6M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.33K- 4.48% |
$222K - $264K
|
70.9K
$5.83M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-3.41KClosed |
$228K - $271K
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.45K- 1.53% |
$231K - $274K
|
223K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.76K- 0.29% |
$251K - $299K
|
1.29M
$106M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.77K- 18.42% |
$252K - $300K
|
16.7K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.66K- 33.85% |
$311K - $370K
|
9.1K
$748K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.8K- 8.21% |
$321K - $381K
|
53.6K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.84K- 5.21% |
$324K - $385K
|
88.2K
$7.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4.88K- 24.67% |
$326K - $387K
|
14.9K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.35K- 21.57% |
$357K - $425K
|
19.4K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5.69K- 7.46% |
$381K - $452K
|
70.6K
$5.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.59K- 23.88% |
$441K - $524K
|
21K
$1.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.32K- 12.75% |
$557K - $661K
|
57K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.34K- 46.88% |
$557K - $662K
|
9.44K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9.25K- 24.67% |
$619K - $735K
|
28.3K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.26K- 13.61% |
$619K - $736K
|
58.7K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.6K- 52.46% |
$642K - $763K
|
8.7K
$715K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.8K- 8.32% |
$655K - $779K
|
108K
$8.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.7K- 75.23% |
$717K - $852K
|
3.53K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-11.7K- 8.72% |
$785K - $933K
|
123K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.4K- 8.36% |
$826K - $982K
|
135K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-13.3K- 6.34% |
$891K - $1.06M
|
197K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.4K- 2.72% |
$895K - $1.06M
|
479K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.8K- 5.69% |
$992K - $1.18M
|
246K
$20.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.9K- 24.04% |
$1.07M - $1.27M
|
50.3K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.9K- 45.36% |
$1.13M - $1.34M
|
20.3K
$1.67M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 15.27% |
$1.26M - $1.5M
|
105K
$8.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.8K- 87.84% |
$1.66M - $1.97M
|
3.44K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.4K- 83.3% |
$1.77M - $2.1M
|
5.3K
$436K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-30.9K- 19.83% |
$2.07M - $2.46M
|
125K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.9K- 98.76% |
$2.27M - $2.69M
|
427
$35.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.1K- 80.66% |
$2.35M - $2.79M
|
8.43K
$692K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.6K- 16.28% |
$2.72M - $3.23M
|
209K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.5K- 7.56% |
$3.04M - $3.61M
|
556K
$45.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.4K- 4.79% |
$3.64M - $4.33M
|
1.08M
$88.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.3K- 32.65% |
$3.7M - $4.4M
|
114K
$9.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62.6K- 34.76% |
$4.19M - $4.98M
|
117K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-81.8K- 66.34% |
$5.47M - $6.5M
|
41.5K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124K- 61.44% |
$8.3M - $9.86M
|
77.9K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-128K- 38.39% |
$8.57M - $10.2M
|
206K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-166K- 89.55% |
$11.1M - $13.2M
|
19.4K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247K- 9.8% |
$16.5M - $19.6M
|
2.27M
$187M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-279K- 84.89% |
$18.7M - $22.2M
|
49.7K
$4.09M
|