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 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
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-100- 10.11% |
$7.89K - $8.52K
|
889
$73.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-123- 1.81% |
$9.7K - $10.5K
|
6.68K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-137- 5.56% |
$10.8K - $11.7K
|
2.33K
$191K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-146- 29.26% |
$11.5K - $12.4K
|
353
$29K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-157- 0.34% |
$12.4K - $13.4K
|
45.7K
$3.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-170- 3.66% |
$13.4K - $14.5K
|
4.47K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-178- 1.2% |
$14K - $15.2K
|
14.7K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-194- 1.26% |
$15.3K - $16.5K
|
15.2K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-231- 5.45% |
$18.2K - $19.7K
|
4.01K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-251- 32.14% |
$19.8K - $21.4K
|
530
$43.6K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-262- 1.86% |
$20.7K - $22.3K
|
13.8K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-280- 0.5% |
$22.1K - $23.9K
|
55.4K
$4.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-300- 11.08% |
$23.7K - $25.6K
|
2.41K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-317- 7.36% |
$25K - $27K
|
3.99K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-367- 6.95% |
$28.9K - $31.3K
|
4.91K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-385- 0.93% |
$30.4K - $32.8K
|
41.1K
$3.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-447- 1.51% |
$35.3K - $38.1K
|
29.1K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-500- 8.71% |
$39.4K - $42.6K
|
5.24K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-546- 66.75% |
$43.1K - $46.5K
|
272
$22.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-588- 5.68% |
$46.4K - $50.1K
|
9.76K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-597- 4.62% |
$47.1K - $50.9K
|
12.3K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-698- 2.21% |
$55.1K - $59.5K
|
30.8K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-767- 0.61% |
$60.5K - $65.3K
|
124K
$10.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 5.46% |
$78.9K - $85.2K
|
17.3K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.01K- 8.65% |
$79.7K - $86.1K
|
10.7K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.02K- 8.65% |
$80.2K - $86.6K
|
10.7K
$883K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.32K- 5.57% |
$104K - $112K
|
22.4K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.33K- 0.36% |
$105K - $114K
|
371K
$30.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.56K- 9.33% |
$123K - $133K
|
15.1K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-2K- 3.74% |
$158K - $171K
|
51.6K
$4.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 11.08% |
$174K - $188K
|
17.7K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.27K- 17.55% |
$179K - $194K
|
10.7K
$878K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.37K- 2.32% |
$187K - $202K
|
99.7K
$8.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.3K- 2.49% |
$260K - $281K
|
129K
$10.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.61K- 0.91% |
$285K - $308K
|
393K
$32.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-3.96K- 7.74% |
$312K - $337K
|
47.2K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.6K- 4.91% |
$442K - $477K
|
109K
$8.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-10.6K- 6.87% |
$833K - $900K
|
143K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-22.7K- 26.27% |
$1.79M - $1.94M
|
63.8K
$5.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-113K- 96.16% |
$8.91M - $9.63M
|
4.52K
$371K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-120K- 39.07% |
$9.5M - $10.3M
|
188K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-241K- 33.71% |
$19M - $20.5M
|
474K
$38.9M
|