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
|
Acas, LLC
|
SELL
|
- |
-632- 11.0% |
$49.6K - $55.1K
|
5.12K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-722- 1.44% |
$56.6K - $62.9K
|
49.5K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-747- 6.44% |
$58.6K - $65.1K
|
10.9K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-748- 1.14% |
$58.7K - $65.2K
|
64.9K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-887- 0.44% |
$69.6K - $77.3K
|
201K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-899- 6.65% |
$70.5K - $78.4K
|
12.6K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-980- 0.28% |
$76.9K - $85.4K
|
344K
$27.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-993- 12.49% |
$77.9K - $86.6K
|
6.96K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 2.08% |
$84.2K - $93.6K
|
50.5K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.14K- 7.9% |
$89K - $98.9K
|
13.2K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.32K- 1.08% |
$104K - $115K
|
121K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 2.68% |
$123K - $136K
|
56.7K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.68K- 2.13% |
$132K - $147K
|
77.4K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.96K- 3.22% |
$154K - $171K
|
58.9K
$4.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 4.21% |
$155K - $173K
|
45.1K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.14K- 3.29% |
$168K - $187K
|
63K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 6.02% |
$189K - $210K
|
37.6K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.13K- 1.45% |
$245K - $273K
|
212K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.16K- 5.63% |
$248K - $275K
|
53K
$4.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.17K- 5.42% |
$248K - $276K
|
55.2K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.24K- 13.64% |
$254K - $282K
|
20.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.42K- 8.91% |
$268K - $298K
|
35K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.51K- 5.85% |
$275K - $306K
|
56.5K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.81K- 39.73% |
$299K - $332K
|
5.77K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.94K- 16.27% |
$309K - $343K
|
20.3K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.02K- 13.38% |
$315K - $350K
|
26K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.07K- 13.49% |
$319K - $355K
|
26.1K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.66K- 2.39% |
$365K - $406K
|
190K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.74K- 3.29% |
$450K - $500K
|
169K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.51K- 61.45% |
$589K - $655K
|
4.71K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.69K- 5.72% |
$603K - $670K
|
127K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.92K- 2.78% |
$621K - $690K
|
277K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-8.9K- 2.48% |
$698K - $776K
|
350K
$28.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9.07K- 6.35% |
$711K - $791K
|
134K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-12.5K- 7.02% |
$982K - $1.09M
|
166K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 5.19% |
$1.01M - $1.12M
|
236K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.5K- 72.21% |
$1.14M - $1.26M
|
5.57K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.6K- 17.88% |
$1.46M - $1.62M
|
85.5K
$6.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.7K- 20.52% |
$1.7M - $1.89M
|
84.1K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-22.5K- 3.95% |
$1.77M - $1.97M
|
548K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.1K- 41.69% |
$2.05M - $2.28M
|
36.5K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-29.5K- 23.13% |
$2.31M - $2.57M
|
97.9K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49K- 3.53% |
$3.85M - $4.27M
|
1.34M
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.6K- 4.85% |
$4.44M - $4.93M
|
1.11M
$89.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-149K- 91.56% |
$11.7M - $13M
|
13.7K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-468K- 98.74% |
$36.7M - $40.8M
|
5.99K
$484K
|