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 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
249+ 2.4% |
$19.5K - $21.7K
|
10.6K
$831K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
230+ 0.46% |
$18K - $20K
|
50.6K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
218New |
$17.1K - $19K
|
218
$17K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
197+ 0.48% |
$15.5K - $17.2K
|
41.3K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
165+ 0.92% |
$12.9K - $14.4K
|
18.1K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
157+ 2.21% |
$12.3K - $13.7K
|
7.26K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155New |
$12.2K - $13.5K
|
155
$12.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 0.0% |
$10.2K - $11.3K
|
6.36M
$496M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 2.72% |
$9.88K - $11K
|
4.75K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
120+ 0.57% |
$9.41K - $10.5K
|
21K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 4.44% |
$9.41K - $10.5K
|
2.82K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
110+ 2.95% |
$8.63K - $9.59K
|
3.84K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
108New |
$8.47K - $9.41K
|
108
$8.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.52% |
$8.39K - $9.33K
|
20.7K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 3.65% |
$8.16K - $9.07K
|
2.95K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.77% |
$7.84K - $8.72K
|
5.76K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
96New |
$7.53K - $8.37K
|
96
$7.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
76+ 0.43% |
$5.96K - $6.62K
|
17.6K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
71+ 1.45% |
$5.57K - $6.19K
|
4.95K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 1.48% |
$4.86K - $5.4K
|
4.26K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59+ 1.04% |
$4.63K - $5.14K
|
5.73K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
58+ 0.47% |
$4.55K - $5.06K
|
12.3K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
56+ 1.12% |
$4.39K - $4.88K
|
5.04K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
55+ 0.78% |
$4.31K - $4.79K
|
7.12K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
54+ 0.58% |
$4.24K - $4.71K
|
9.38K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
47+ 0.31% |
$3.69K - $4.1K
|
15.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
46+ 1.73% |
$3.61K - $4.01K
|
2.7K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40+ 0.01% |
$3.14K - $3.49K
|
291K
$22.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 9.44% |
$3.06K - $3.4K
|
452
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
28+ 0.2% |
$2.2K - $2.44K
|
13.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 0.03% |
$2.12K - $2.35K
|
80K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26New |
$2.04K - $2.27K
|
26
$2.03K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$1.96K - $2.18K
|
25
$1.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23+ 0.34% |
$1.8K - $2K
|
6.77K
$529K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$1.73K - $1.92K
|
22
$1.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21+ 0.44% |
$1.65K - $1.83K
|
4.75K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.49K - $1.66K
|
19
$1.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 0.93% |
$1.49K - $1.66K
|
2.06K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
17+ 0.6% |
$1.33K - $1.48K
|
2.83K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.02K - $1.13K
|
2.28K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 18.75% |
$941 - $1.05K
|
76
$5.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7+ 0.23% |
$549 - $610
|
3.09K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.89% |
$392 - $436
|
567
$44.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.6% |
$392 - $436
|
842
$65.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.18% |
$392 - $436
|
2.71K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$314 - $349
|
7.27K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.65% |
$314 - $349
|
622
$48.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.11% |
$235 - $262
|
2.7K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$157 - $174
|
474
$37K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.44% |
$157 - $174
|
452
$35.3K
|