Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1MNew |
$78.4M - $87.2M
|
1M
$82.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
827K+ 164.39% |
$64.9M - $72.1M
|
1.33M
$110M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
468K+ 7913.23% |
$36.7M - $40.8M
|
474K
$39.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
229K+ 39.45% |
$18M - $20M
|
811K
$67.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
225K+ 382.62% |
$17.6M - $19.6M
|
283K
$23.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
198K+ 449.05% |
$15.6M - $17.3M
|
243K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$15.5M - $17.2M
|
197K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
143KNew |
$11.2M - $12.4M
|
143K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141KNew |
$11M - $12.3M
|
141K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 24.91% |
$9.33M - $10.4M
|
597K
$49.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 19.21% |
$8.53M - $9.48M
|
674K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101K+ 21.35% |
$7.88M - $8.76M
|
571K
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88.5K+ 21.73% |
$6.94M - $7.71M
|
496K
$41M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
79.3KNew |
$6.22M - $6.91M
|
79.3K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71.9K+ 1183.22% |
$5.64M - $6.26M
|
77.9K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
64.3KNew |
$5.04M - $5.61M
|
64.3K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.9K+ 348.99% |
$4.54M - $5.05M
|
74.5K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.8K+ 20.18% |
$4.46M - $4.95M
|
338K
$28M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.4KNew |
$3.95M - $4.39M
|
50.4K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
44.4K+ 1244.63% |
$3.48M - $3.87M
|
47.9K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 403.63% |
$3.47M - $3.86M
|
55.2K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.1KNew |
$2.75M - $3.06M
|
35.1K
$2.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
32K+ 14.56% |
$2.51M - $2.79M
|
252K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.5K+ 7.01% |
$2.47M - $2.74M
|
480K
$39.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.1KNew |
$2.28M - $2.54M
|
29.1K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28.6K+ 204.34% |
$2.24M - $2.49M
|
42.5K
$3.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.8K+ 49.06% |
$2.18M - $2.43M
|
84.6K
$7M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.1KNew |
$1.97M - $2.19M
|
25.1K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24K+ 610.07% |
$1.88M - $2.09M
|
27.9K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.2K+ 97.0% |
$1.82M - $2.02M
|
47.1K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
22.6KNew |
$1.77M - $1.97M
|
22.6K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.6K+ 493.16% |
$1.77M - $1.97M
|
27.1K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
22.3KNew |
$1.75M - $1.94M
|
22.3K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21K+ 29.93% |
$1.64M - $1.83M
|
91K
$7.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.24M - $1.38M
|
15.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
15.7K+ 6.26% |
$1.23M - $1.36M
|
266K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.6K+ 12.7% |
$1.22M - $1.36M
|
138K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.8KNew |
$1.16M - $1.29M
|
14.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.9K+ 6.84% |
$1.09M - $1.21M
|
217K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.9K+ 354.45% |
$1.09M - $1.21M
|
17.8K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 7.22% |
$970K - $1.08M
|
184K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
11.5K+ 3.31% |
$898K - $998K
|
358K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$842K - $936K
|
10.7K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.95K+ 5.52% |
$780K - $867K
|
190K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.79K+ 270.02% |
$768K - $853K
|
13.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.68K+ 8.84% |
$759K - $843K
|
119K
$9.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.27K+ 4.67% |
$727K - $808K
|
208K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.18KNew |
$720K - $800K
|
9.18K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.15K+ 6.05% |
$639K - $711K
|
143K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.73K+ 57.36% |
$606K - $674K
|
21.2K
$1.75M
|