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 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-18- 0.28% |
$1.41K - $1.57K
|
6.52K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 1.07% |
$2.43K - $2.7K
|
2.86K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-32- 1.65% |
$2.51K - $2.79K
|
1.9K
$154K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-38- 0.94% |
$2.98K - $3.31K
|
3.99K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.78% |
$3.53K - $3.92K
|
5.7K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.74% |
$3.69K - $4.1K
|
6.29K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 44.25% |
$3.92K - $4.36K
|
63
$5.08K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-57- 1.22% |
$4.47K - $4.97K
|
4.63K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-62- 2.2% |
$4.86K - $5.4K
|
2.76K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-62- 1.51% |
$4.86K - $5.4K
|
4.05K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-66- 0.85% |
$5.18K - $5.75K
|
7.7K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-87- 5.43% |
$6.82K - $7.58K
|
1.52K
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-94- 1.63% |
$7.37K - $8.19K
|
5.69K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-112- 0.44% |
$8.78K - $9.76K
|
25.1K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.64% |
$10.2K - $11.3K
|
2.67K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-142- 3.39% |
$11.1K - $12.4K
|
4.05K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-146- 1.23% |
$11.5K - $12.7K
|
11.7K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.62% |
$11.8K - $13.1K
|
9.12K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-174- 2.79% |
$13.6K - $15.2K
|
6.06K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-179- 0.62% |
$14K - $15.6K
|
28.9K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-211- 4.45% |
$16.5K - $18.4K
|
4.54K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-214- 2.01% |
$16.8K - $18.7K
|
10.4K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-224- 1.06% |
$17.6K - $19.5K
|
20.9K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-229- 7.67% |
$18K - $20K
|
2.76K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-245- 2.53% |
$19.2K - $21.4K
|
9.44K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-249- 6.83% |
$19.5K - $21.7K
|
3.4K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-249- 10.65% |
$19.5K - $21.7K
|
2.09K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-250- 7.43% |
$19.6K - $21.8K
|
3.11K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-253- 1.7% |
$19.8K - $22.1K
|
14.6K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-265- 4.98% |
$20.8K - $23.1K
|
5.05K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-281- 95.25% |
$22K - $24.5K
|
14
$1.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-305- 4.45% |
$23.9K - $26.6K
|
6.55K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-321- 6.61% |
$25.2K - $28K
|
4.54K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-325- 94.48% |
$25.5K - $28.3K
|
19
$1.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-340- 4.97% |
$26.7K - $29.6K
|
6.5K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-393- 2.22% |
$30.8K - $34.3K
|
17.3K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.07% |
$31.4K - $34.9K
|
18.9K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-401- 1.85% |
$31.5K - $35K
|
21.2K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-415- 7.13% |
$32.5K - $36.2K
|
5.41K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-446- 12.5% |
$35K - $38.9K
|
3.12K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-448- 63.1% |
$35.1K - $39.1K
|
262
$21.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-452- 4.2% |
$35.5K - $39.4K
|
10.3K
$832K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-467- 7.25% |
$36.6K - $40.7K
|
5.98K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-468- 14.89% |
$36.7K - $40.8K
|
2.68K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-469- 1.32% |
$36.8K - $40.9K
|
35.1K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-482- 0.72% |
$37.8K - $42K
|
66.2K
$5.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-518- 5.72% |
$40.6K - $45.2K
|
8.53K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-525- 10.43% |
$41.2K - $45.8K
|
4.51K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-546- 14.55% |
$42.8K - $47.6K
|
3.21K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-617- 1.04% |
$48.4K - $53.8K
|
58.4K
$4.72M
|