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 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 14.31% |
$98.2K - $109K
|
10K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 23.05% |
$96.1K - $107K
|
6.54K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$92.8K - $103K
|
1.18K
$95.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16K+ 7.86% |
$91K - $101K
|
15.9K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.15K+ 8.94% |
$90K - $100K
|
14K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.67% |
$89.8K - $99.8K
|
69.6K
$5.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.08K+ 4.71% |
$84.9K - $94.4K
|
24.1K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 1.02% |
$81.4K - $90.5K
|
102K
$8.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.01K+ 31.13% |
$79.2K - $88K
|
4.25K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 5.61% |
$79.1K - $87.9K
|
19K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 2.87% |
$78.7K - $87.5K
|
36K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
981+ 21.92% |
$76.9K - $85.5K
|
5.46K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
913+ 29.59% |
$71.6K - $79.6K
|
4K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
811+ 15.12% |
$63.6K - $70.7K
|
6.17K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
804+ 2.72% |
$63.1K - $70.1K
|
30.4K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
782+ 93.43% |
$61.3K - $68.2K
|
1.62K
$131K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
725+ 0.85% |
$56.9K - $63.2K
|
85.6K
$6.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
615+ 13.19% |
$48.2K - $53.6K
|
5.28K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
599+ 2.57% |
$47K - $52.2K
|
23.9K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
586+ 0.85% |
$46K - $51.1K
|
69.7K
$5.62M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
573+ 4.35% |
$44.9K - $49.9K
|
13.7K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$44.3K - $49.3K
|
565
$45.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
506+ 2.96% |
$39.7K - $44.1K
|
17.6K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
480+ 0.49% |
$37.6K - $41.8K
|
97.8K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462+ 247.06% |
$36.2K - $40.3K
|
649
$52.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
452New |
$35.5K - $39.4K
|
452
$36.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
452+ 0.45% |
$35.5K - $39.4K
|
100K
$8.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
360+ 3.05% |
$28.2K - $31.4K
|
12.2K
$982K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
357+ 12.12% |
$28K - $31.1K
|
3.3K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
329+ 1.91% |
$25.8K - $28.7K
|
17.5K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 996.88% |
$25K - $27.8K
|
351
$28.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 4.0% |
$23.5K - $26.2K
|
7.8K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
300+ 4.76% |
$23.5K - $26.2K
|
6.6K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
283+ 5.23% |
$22.2K - $24.7K
|
5.7K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
283+ 1088.46% |
$22.2K - $24.7K
|
309
$24.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
276New |
$21.6K - $24.1K
|
276
$22.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
265+ 9.33% |
$20.8K - $23.1K
|
3.11K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
264+ 3.81% |
$20.7K - $23K
|
7.19K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
254+ 0.44% |
$19.9K - $22.1K
|
58.1K
$4.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
249+ 2.4% |
$19.5K - $21.7K
|
10.6K
$859K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
230+ 0.46% |
$18K - $20K
|
50.6K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
218New |
$17.1K - $19K
|
218
$17.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
197+ 0.48% |
$15.5K - $17.2K
|
41.3K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
165+ 0.92% |
$12.9K - $14.4K
|
18.1K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
157+ 2.21% |
$12.3K - $13.7K
|
7.26K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155New |
$12.2K - $13.5K
|
155
$12.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 0.0% |
$10.2K - $11.3K
|
6.36M
$513M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 2.72% |
$9.88K - $11K
|
4.75K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
120+ 0.57% |
$9.41K - $10.5K
|
21K
$1.7M
|