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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.6K- 17.88% |
$1.46M - $1.62M
|
85.5K
$6.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.7K- 20.52% |
$1.7M - $1.89M
|
84.1K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-22.5K- 3.95% |
$1.77M - $1.97M
|
548K
$42.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.1K- 41.69% |
$2.05M - $2.28M
|
36.5K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-29.5K- 23.13% |
$2.31M - $2.57M
|
97.9K
$7.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49K- 3.53% |
$3.85M - $4.27M
|
1.34M
$105M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.6K- 4.85% |
$4.44M - $4.93M
|
1.11M
$86.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-149K- 91.56% |
$11.7M - $13M
|
13.7K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-468K- 98.74% |
$36.7M - $40.8M
|
5.99K
$468K
|