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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 5.25% |
$134K - $149K
|
34.3K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.7K+ 0.81% |
$133K - $148K
|
211K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.89% |
$117K - $130K
|
13.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 1.9% |
$105K - $117K
|
72.1K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.32K+ 9.98% |
$103K - $115K
|
14.5K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 12.16% |
$101K - $113K
|
11.9K
$930K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 14.31% |
$98.2K - $109K
|
10K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 23.05% |
$96.1K - $107K
|
6.54K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$92.8K - $103K
|
1.18K
$92.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16K+ 7.86% |
$91K - $101K
|
15.9K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.15K+ 8.94% |
$90K - $100K
|
14K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.67% |
$89.8K - $99.8K
|
69.6K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.08K+ 4.71% |
$84.9K - $94.4K
|
24.1K
$1.88M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$83.4K - $92.7K
|
1.06K
$83K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 1.02% |
$81.4K - $90.5K
|
102K
$7.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.01K+ 31.13% |
$79.2K - $88K
|
4.25K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 5.61% |
$79.1K - $87.9K
|
19K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 2.87% |
$78.7K - $87.5K
|
36K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
981+ 21.92% |
$76.9K - $85.5K
|
5.46K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
913+ 29.59% |
$71.6K - $79.6K
|
4K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
811+ 15.12% |
$63.6K - $70.7K
|
6.17K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
804+ 2.72% |
$63.1K - $70.1K
|
30.4K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
782+ 93.43% |
$61.3K - $68.2K
|
1.62K
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$57.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
725+ 0.85% |
$56.9K - $63.2K
|
85.6K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
615+ 13.19% |
$48.2K - $53.6K
|
5.28K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
599+ 2.57% |
$47K - $52.2K
|
23.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
586+ 0.85% |
$46K - $51.1K
|
69.7K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
573+ 4.35% |
$44.9K - $49.9K
|
13.7K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$44.3K - $49.3K
|
565
$44.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
545+ 2.91% |
$42.7K - $47.5K
|
19.3K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
506+ 2.96% |
$39.7K - $44.1K
|
17.6K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
480+ 0.49% |
$37.6K - $41.8K
|
97.8K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462+ 247.06% |
$36.2K - $40.3K
|
649
$50.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
452+ 0.45% |
$35.5K - $39.4K
|
100K
$7.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
452New |
$35.5K - $39.4K
|
452
$35.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
360+ 3.05% |
$28.2K - $31.4K
|
12.2K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
357+ 12.12% |
$28K - $31.1K
|
3.3K
$258K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
332New |
$26K - $28.9K
|
332
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
329+ 1.91% |
$25.8K - $28.7K
|
17.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 996.88% |
$25K - $27.8K
|
351
$27.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
310New |
$24.3K - $27K
|
310
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 4.0% |
$23.5K - $26.2K
|
7.8K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
300+ 4.76% |
$23.5K - $26.2K
|
6.6K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
283+ 1088.46% |
$22.2K - $24.7K
|
309
$24.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
283+ 5.23% |
$22.2K - $24.7K
|
5.7K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
276New |
$21.6K - $24.1K
|
276
$21.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
265+ 9.33% |
$20.8K - $23.1K
|
3.11K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
264+ 3.81% |
$20.7K - $23K
|
7.19K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
254+ 0.44% |
$19.9K - $22.1K
|
58.1K
$4.54M
|