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 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-259- 5.24% |
$18.6K - $20.7K
|
4.68K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-264- 1.52% |
$19K - $21.1K
|
17.1K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-273- 1.81% |
$19.6K - $21.8K
|
14.8K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-300- 28.3% |
$21.6K - $24K
|
760
$62.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-302- 4.55% |
$21.7K - $24.1K
|
6.33K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-303- 0.08% |
$21.8K - $24.2K
|
359K
$29.5M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-306- 2.21% |
$22K - $24.4K
|
13.5K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-308- 0.09% |
$22.1K - $24.6K
|
345K
$28.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-317- 9.6% |
$22.8K - $25.3K
|
2.98K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-323- 24.83% |
$23.2K - $25.8K
|
978
$80.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-327- 0.2% |
$23.5K - $26.1K
|
163K
$13.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-330- 4.21% |
$23.7K - $26.4K
|
7.5K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-377- 7.2% |
$27.1K - $30.1K
|
4.86K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-381- 7.13% |
$27.4K - $30.4K
|
4.96K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-388- 42.17% |
$27.9K - $31K
|
532
$43.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-395- 3.92% |
$28.4K - $31.5K
|
9.68K
$796K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-399- 0.71% |
$28.7K - $31.9K
|
56.1K
$4.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-440- 7.64% |
$31.6K - $35.1K
|
5.32K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-455- 0.72% |
$32.7K - $36.3K
|
62.6K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-501- 0.75% |
$36K - $40K
|
66.7K
$5.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-526- 14.34% |
$37.8K - $42K
|
3.14K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-552- 4.45% |
$39.7K - $44.1K
|
11.8K
$974K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-558- 8.85% |
$40.1K - $44.6K
|
5.75K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-562- 0.81% |
$40.4K - $44.9K
|
69.1K
$5.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-568- 2.86% |
$40.8K - $45.4K
|
19.3K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-572- 3.14% |
$41.1K - $45.7K
|
17.7K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-595- 15.03% |
$42.8K - $47.5K
|
3.36K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-607- 1.0% |
$43.6K - $48.5K
|
60K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-648- 9.55% |
$46.6K - $51.7K
|
6.14K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-653- 1.46% |
$47K - $52.1K
|
44.2K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-793- 6.87% |
$57K - $63.3K
|
10.8K
$884K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-803- 1.0% |
$57.7K - $64.1K
|
79.1K
$6.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-841- 0.45% |
$60.5K - $67.2K
|
185K
$15.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-843- 1.37% |
$60.6K - $67.3K
|
60.9K
$5M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-855- 3.8% |
$61.5K - $68.3K
|
21.6K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-896- 1.11% |
$64.4K - $71.6K
|
80K
$6.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-944- 19.59% |
$67.9K - $75.4K
|
3.88K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-955- 2.06% |
$68.7K - $76.3K
|
45.4K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-969- 6.83% |
$69.7K - $77.4K
|
13.2K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-969- 12.0% |
$69.7K - $77.4K
|
7.1K
$584K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 0.69% |
$71.7K - $79.6K
|
143K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.74% |
$72.6K - $80.7K
|
3.24K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 6.19% |
$73.6K - $81.8K
|
15.5K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.09K- 8.6% |
$78.5K - $87.2K
|
11.6K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 1.6% |
$82.9K - $92.1K
|
70.8K
$5.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 1.63% |
$101K - $112K
|
84.9K
$6.97M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.51K- 0.7% |
$109K - $121K
|
215K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.63K- 7.24% |
$117K - $130K
|
20.9K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 20.27% |
$127K - $141K
|
6.96K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.81K- 7.91% |
$130K - $145K
|
21.1K
$1.73M
|