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 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.27K+ 4.67% |
$727K - $808K
|
208K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.18KNew |
$720K - $800K
|
9.18K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.15K+ 6.05% |
$639K - $711K
|
143K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.73K+ 57.36% |
$606K - $674K
|
21.2K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.93KNew |
$544K - $604K
|
6.93K
$541K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.78K+ 94.09% |
$532K - $591K
|
14K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
6.59KNew |
$517K - $575K
|
6.59K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.24KNew |
$489K - $544K
|
6.24K
$487K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
6.09K+ 1.63% |
$478K - $531K
|
381K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.17K+ 20.13% |
$406K - $451K
|
30.9K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.04K+ 3.93% |
$396K - $440K
|
133K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.01K+ 0.89% |
$393K - $436K
|
566K
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$392K - $435K
|
5K
$390K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.83K+ 41.46% |
$379K - $421K
|
16.5K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.76KNew |
$373K - $415K
|
4.76K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 2.06% |
$371K - $412K
|
235K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 50.86% |
$364K - $405K
|
13.8K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 31.01% |
$364K - $404K
|
19.6K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 104.34% |
$353K - $392K
|
8.81K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.42KNew |
$346K - $385K
|
4.42K
$345K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.16K+ 2.7% |
$326K - $362K
|
158K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.03KNew |
$316K - $352K
|
4.03K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 3.55% |
$308K - $343K
|
115K
$8.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.86K+ 25.47% |
$303K - $337K
|
19K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.71K+ 0.54% |
$291K - $323K
|
695K
$54.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.44KNew |
$270K - $300K
|
3.44K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$266K - $296K
|
3.39K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.33KNew |
$261K - $290K
|
3.33K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.24K+ 85.74% |
$254K - $283K
|
7.02K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$249K - $277K
|
3.18K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3K+ 4.61% |
$235K - $262K
|
68.2K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.97K+ 48.18% |
$233K - $259K
|
9.14K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 25.64% |
$229K - $255K
|
14.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$220K - $244K
|
2.8K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.72KNew |
$213K - $237K
|
2.72K
$212K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$209K - $232K
|
2.67K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64KNew |
$207K - $230K
|
2.64K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.58K+ 30.2% |
$202K - $225K
|
11.1K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.58KNew |
$202K - $224K
|
2.58K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.5KNew |
$196K - $217K
|
2.5K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.45K+ 11666.67% |
$192K - $214K
|
2.47K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 6.48% |
$188K - $208K
|
39.3K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.36K+ 44.51% |
$185K - $206K
|
7.66K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.31K+ 0.85% |
$181K - $202K
|
274K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.17K+ 35.29% |
$170K - $189K
|
8.31K
$648K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.86K+ 2.7% |
$146K - $162K
|
70.7K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82K+ 3.37% |
$143K - $159K
|
56K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 60.41% |
$141K - $156K
|
4.76K
$372K
|