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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.78KNew |
$272K - $302K
|
3.78K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.51K+ 5.27% |
$252K - $280K
|
70K
$5.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.48K+ 5.32% |
$250K - $278K
|
68.9K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.45K+ 3.26% |
$248K - $276K
|
109K
$9.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.34K+ 11.39% |
$240K - $266K
|
32.6K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.09KNew |
$222K - $246K
|
3.09K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.97KNew |
$213K - $237K
|
2.97K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.96K+ 8.72% |
$213K - $236K
|
36.9K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.95KNew |
$212K - $235K
|
2.95K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$195K - $217K
|
2.71K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.71KNew |
$195K - $216K
|
2.71K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.65KNew |
$191K - $212K
|
2.65K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.63KNew |
$189K - $210K
|
2.63K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$183K - $203K
|
2.55K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.47K+ 74.43% |
$177K - $197K
|
5.78K
$478K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.44K+ 1.61% |
$175K - $195K
|
154K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.41K+ 28.39% |
$173K - $193K
|
10.9K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16K+ 4.36% |
$155K - $172K
|
51.6K
$4.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.97K+ 2.95% |
$141K - $157K
|
68.5K
$5.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 0.78% |
$138K - $154K
|
248K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85K+ 3.53% |
$133K - $148K
|
54.1K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.71K+ 59.85% |
$123K - $137K
|
4.58K
$378K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.7K+ 17.49% |
$122K - $136K
|
11.4K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.45K+ 20.39% |
$104K - $115K
|
8.53K
$706K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4K+ 10.19% |
$101K - $112K
|
15.2K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.35K+ 38.47% |
$96.7K - $107K
|
4.84K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.29K+ 2.27% |
$92.4K - $103K
|
57.9K
$4.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.15K+ 4.06% |
$83K - $92.2K
|
29.6K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 2.82% |
$81K - $89.9K
|
41.1K
$3.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.07K+ 29.78% |
$76.9K - $85.5K
|
4.66K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
964+ 5.72% |
$69.3K - $77K
|
17.8K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
907+ 29.97% |
$65.2K - $72.4K
|
3.93K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
837New |
$60.2K - $66.8K
|
837
$69.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
794+ 3.19% |
$57.1K - $63.4K
|
25.7K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
724+ 11.16% |
$52.1K - $57.8K
|
7.21K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
651+ 5.2% |
$46.8K - $52K
|
13.2K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
644+ 4.92% |
$46.3K - $51.4K
|
13.7K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
554+ 4.99% |
$39.8K - $44.2K
|
11.7K
$964K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
533+ 1.15% |
$38.3K - $42.6K
|
47.1K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
509+ 0.25% |
$36.6K - $40.6K
|
203K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
469+ 2.08% |
$33.7K - $37.5K
|
23K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
428+ 12.28% |
$30.8K - $34.2K
|
3.91K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
413+ 18.05% |
$29.7K - $33K
|
2.7K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
410+ 2.86% |
$29.5K - $32.7K
|
14.8K
$1.22M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
410+ 2.86% |
$29.5K - $32.7K
|
14.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
398New |
$28.6K - $31.8K
|
398
$32.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
395+ 6.12% |
$28.4K - $31.5K
|
6.85K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
364+ 4.56% |
$26.2K - $29.1K
|
8.35K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
352+ 3.51% |
$25.3K - $28.1K
|
10.4K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
351+ 2.96% |
$25.2K - $28K
|
12.2K
$1.01M
|