Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.42K+ 286.89% |
$585K - $632K
|
10K
$822K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05KNew |
$398K - $430K
|
5.05K
$415K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.08K+ 1.14% |
$322K - $348K
|
363K
$29.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.48KNew |
$275K - $296K
|
3.48K
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.08KNew |
$243K - $262K
|
3.08K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.05K+ 5.36% |
$240K - $260K
|
59.9K
$4.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.92K+ 42.87% |
$230K - $248K
|
9.72K
$798K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.64KNew |
$208K - $225K
|
2.64K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.54KNew |
$200K - $216K
|
2.54K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.47KNew |
$195K - $210K
|
2.47K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
2.46KNew |
$194K - $209K
|
2.46K
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.15K+ 25.14% |
$90.4K - $97.6K
|
5.71K
$469K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.11K+ 5.91% |
$87.9K - $94.9K
|
20K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.11K+ 1.78% |
$87.6K - $94.7K
|
63.6K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.02K+ 1.23% |
$80.4K - $86.8K
|
83.9K
$6.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
840+ 5.6% |
$66.3K - $71.6K
|
15.8K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
836+ 3.35% |
$65.9K - $71.2K
|
25.8K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
737New |
$58.1K - $62.8K
|
737
$60.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
734+ 2.81% |
$57.9K - $62.5K
|
26.8K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
443+ 2.05% |
$34.9K - $37.7K
|
22.1K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
360+ 9.11% |
$28.4K - $30.7K
|
4.31K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
320+ 3.1% |
$25.2K - $27.3K
|
10.6K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
313+ 1.89% |
$24.7K - $26.7K
|
16.9K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
265+ 6.26% |
$20.9K - $22.6K
|
4.5K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
170+ 0.88% |
$13.4K - $14.5K
|
19.5K
$1.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
113+ 0.54% |
$8.91K - $9.63K
|
21.2K
$1.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
73+ 0.68% |
$5.76K - $6.22K
|
10.9K
$893K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
71+ 0.24% |
$5.6K - $6.05K
|
29.2K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
71+ 0.23% |
$5.6K - $6.05K
|
31.2K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
70+ 0.39% |
$5.52K - $5.96K
|
17.9K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
64+ 41.56% |
$5.05K - $5.45K
|
218
$17.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
48+ 0.89% |
$3.79K - $4.09K
|
5.46K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
39New |
$3.08K - $3.32K
|
39
$3.21K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28+ 0.41% |
$2.21K - $2.39K
|
6.81K
$559K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.47% |
$1.89K - $2.04K
|
5.16K
$424K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.07% |
$1.58K - $1.7K
|
28.3K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$1.42K - $1.53K
|
5.25K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 0.48% |
$868 - $937
|
2.31K
$189K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8+ 0.01% |
$631 - $682
|
57K
$4.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.26% |
$316 - $341
|
1.53K
$125K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.41% |
$316 - $341
|
979
$80.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3+ 0.05% |
$237 - $256
|
5.61K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$158 - $170
|
4.68K
$385K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.61% |
$158 - $170
|
329
$27K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.03% |
$158 - $170
|
6.52K
$536K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-8- 5.26% |
$631 - $682
|
144
$11.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-30- 1.04% |
$2.37K - $2.56K
|
2.86K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 1.23% |
$5.52K - $5.96K
|
5.64K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 11.45% |
$6.23K - $6.73K
|
611
$50.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 84.75% |
$7.89K - $8.52K
|
18
$1.48K
|