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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.93KNew |
$544K - $604K
|
6.93K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
6.59KNew |
$517K - $575K
|
6.59K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.24KNew |
$489K - $544K
|
6.24K
$503K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
6.09K+ 1.63% |
$478K - $531K
|
381K
$30.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.17K+ 20.13% |
$406K - $451K
|
30.9K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.04K+ 3.93% |
$396K - $440K
|
133K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.01K+ 0.89% |
$393K - $436K
|
566K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$392K - $435K
|
5K
$403K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.83K+ 41.46% |
$379K - $421K
|
16.5K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.76KNew |
$373K - $415K
|
4.76K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 2.06% |
$371K - $412K
|
235K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 50.86% |
$364K - $405K
|
13.8K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 31.01% |
$364K - $404K
|
19.6K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 104.34% |
$353K - $392K
|
8.81K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.42KNew |
$346K - $385K
|
4.42K
$356K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.16K+ 2.7% |
$326K - $362K
|
158K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.03KNew |
$316K - $352K
|
4.03K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 3.55% |
$308K - $343K
|
115K
$9.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.86K+ 25.47% |
$303K - $337K
|
19K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.71K+ 0.54% |
$291K - $323K
|
695K
$56.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.44KNew |
$270K - $300K
|
3.44K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$266K - $296K
|
3.39K
$274K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.33KNew |
$261K - $290K
|
3.33K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.24K+ 85.74% |
$254K - $283K
|
7.02K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$249K - $277K
|
3.18K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3K+ 4.61% |
$235K - $262K
|
68.2K
$5.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.97K+ 48.18% |
$233K - $259K
|
9.14K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 25.64% |
$229K - $255K
|
14.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$220K - $244K
|
2.8K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.72KNew |
$213K - $237K
|
2.72K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64KNew |
$207K - $230K
|
2.64K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.58K+ 30.2% |
$202K - $225K
|
11.1K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.58KNew |
$202K - $224K
|
2.58K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.5KNew |
$196K - $217K
|
2.5K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.45K+ 11666.67% |
$192K - $214K
|
2.47K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 6.48% |
$188K - $208K
|
39.3K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.36K+ 44.51% |
$185K - $206K
|
7.66K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.31K+ 0.85% |
$181K - $202K
|
274K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.17K+ 35.29% |
$170K - $189K
|
8.31K
$670K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.86K+ 2.7% |
$146K - $162K
|
70.7K
$5.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82K+ 3.37% |
$143K - $159K
|
56K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 60.41% |
$141K - $156K
|
4.76K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 5.25% |
$134K - $149K
|
34.3K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.7K+ 0.81% |
$133K - $148K
|
211K
$17.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.89% |
$117K - $130K
|
13.1K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 1.9% |
$105K - $117K
|
72.1K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.32K+ 9.98% |
$103K - $115K
|
14.5K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 12.16% |
$101K - $113K
|
11.9K
$962K
|