Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
58.3KNew |
$4.19M - $4.66M
|
58.3K
$4.69M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28.8K+ 28.99% |
$2.07M - $2.3M
|
128K
$10.3M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.8K+ 5.29% |
$1.35M - $1.5M
|
375K
$30.1M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.8K+ 2.66% |
$1.06M - $1.18M
|
570K
$45.8M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.6K+ 5.77% |
$763K - $848K
|
195K
$15.6M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 6.48% |
$687K - $763K
|
157K
$12.6M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 83.9% |
$491K - $545K
|
15K
$1.2M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$444K - $493K
|
6.17K
$496K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.5K+ 3.32% |
$395K - $439K
|
171K
$13.8M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 8.14% |
$352K - $391K
|
65.1K
$5.23M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.67K+ 1.66% |
$336K - $373K
|
285K
$22.9M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.48K+ 5.32% |
$250K - $278K
|
68.9K
$5.53M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.09KNew |
$222K - $246K
|
3.09K
$248K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.95KNew |
$212K - $235K
|
2.95K
$237K
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.44K+ 1.61% |
$175K - $195K
|
154K
$12.3M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.41K+ 28.39% |
$173K - $193K
|
10.9K
$876K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.45K+ 20.39% |
$104K - $115K
|
8.53K
$686K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.15K+ 4.06% |
$83K - $92.2K
|
29.6K
$2.38M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.07K+ 29.78% |
$76.9K - $85.5K
|
4.66K
$375K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
794+ 3.19% |
$57.1K - $63.4K
|
25.7K
$2.06M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
554+ 4.99% |
$39.8K - $44.2K
|
11.7K
$937K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
533+ 1.15% |
$38.3K - $42.6K
|
47.1K
$3.78M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
469+ 2.08% |
$33.7K - $37.5K
|
23K
$1.85M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
395+ 6.12% |
$28.4K - $31.5K
|
6.85K
$551K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
345+ 8.43% |
$24.8K - $27.6K
|
4.44K
$357K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
333New |
$23.9K - $26.6K
|
333
$26.8K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273+ 2.64% |
$19.6K - $21.8K
|
10.6K
$854K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$15.1K - $16.8K
|
210
$16.9K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
118+ 0.24% |
$8.48K - $9.42K
|
49.9K
$4.01M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 3.65% |
$7.19K - $7.99K
|
2.84K
$228K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
84+ 0.8% |
$6.04K - $6.71K
|
10.6K
$848K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74+ 1.11% |
$5.32K - $5.91K
|
6.74K
$541K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$2.3K - $2.56K
|
32
$2.57K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 1.08% |
$2.23K - $2.48K
|
2.89K
$233K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
23+ 0.1% |
$1.65K - $1.84K
|
22.6K
$1.81M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17+ 0.25% |
$1.22K - $1.36K
|
6.75K
$542K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.39% |
$1.01K - $1.12K
|
3.57K
$287K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.11% |
$719 - $799
|
9.27K
$745K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$288 - $319
|
1.6K
$129K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$144 - $160
|
586
$47.1K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$144 - $160
|
618
$49.7K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.37% |
$71.9 - $79.9
|
273
$21.9K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.67% |
$71.9 - $79.9
|
150
$12.1K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.21% |
$360 - $399
|
2.34K
$188K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 0.95% |
$575 - $639
|
833
$66.9K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 0.41% |
$575 - $639
|
1.94K
$155K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24- 0.53% |
$1.73K - $1.92K
|
4.48K
$360K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.88% |
$1.8K - $2K
|
2.8K
$225K
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-27- 0.98% |
$1.94K - $2.16K
|
2.73K
$220K
|