Latest Institutional Transactions on Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Value ETF (MDYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$15.5M - $17.2M
|
197K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.32K- 1.08% |
$104K - $115K
|
121K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
22.6KNew |
$1.77M - $1.97M
|
22.6K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59+ 1.04% |
$4.63K - $5.14K
|
5.73K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 4.44% |
$9.41K - $10.5K
|
2.82K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
56+ 1.12% |
$4.39K - $4.88K
|
5.04K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
283+ 1088.46% |
$22.2K - $24.7K
|
309
$25.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 14.31% |
$98.2K - $109K
|
10K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-94- 1.63% |
$7.37K - $8.19K
|
5.69K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$78.4 - $87.2
|
215
$17.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 1.02% |
$81.4K - $90.5K
|
102K
$8.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.67% |
$78.4 - $87.2
|
151
$12.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-722- 1.44% |
$56.6K - $62.9K
|
49.5K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
913+ 29.59% |
$71.6K - $79.6K
|
4K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
58+ 0.47% |
$4.55K - $5.06K
|
12.3K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26New |
$2.04K - $2.27K
|
26
$2.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.4KNew |
$3.95M - $4.39M
|
50.4K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.8K+ 49.06% |
$2.18M - $2.43M
|
84.6K
$7.04M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.1KNew |
$1.97M - $2.19M
|
25.1K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.5K- 72.21% |
$1.14M - $1.26M
|
5.57K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21K+ 29.93% |
$1.64M - $1.83M
|
91K
$7.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.04K+ 3.93% |
$396K - $440K
|
133K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-142- 3.39% |
$11.1K - $12.4K
|
4.05K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-66- 0.85% |
$5.18K - $5.75K
|
7.7K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-899- 6.65% |
$70.5K - $78.4K
|
12.6K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-249- 6.83% |
$19.5K - $21.7K
|
3.4K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
15.7K+ 6.26% |
$1.23M - $1.36M
|
266K
$22.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.62% |
$11.8K - $13.1K
|
9.12K
$759K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
249+ 2.4% |
$19.5K - $21.7K
|
10.6K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-10- 0.23% |
$784 - $872
|
4.43K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$61.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-518- 5.72% |
$40.6K - $45.2K
|
8.53K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
165+ 0.92% |
$12.9K - $14.4K
|
18.1K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.24M - $1.38M
|
15.8K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.73K+ 57.36% |
$606K - $674K
|
21.2K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.02K - $1.13K
|
2.28K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.71K+ 0.54% |
$291K - $323K
|
695K
$57.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
110+ 2.95% |
$8.63K - $9.59K
|
3.84K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.52% |
$8.39K - $9.33K
|
20.7K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
283+ 5.23% |
$22.2K - $24.7K
|
5.7K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-980- 0.28% |
$76.9K - $85.4K
|
344K
$28.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-18- 0.58% |
$1.41K - $1.57K
|
3.11K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.14K- 3.29% |
$168K - $187K
|
63K
$5.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-452- 4.2% |
$35.5K - $39.4K
|
10.3K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7+ 0.23% |
$549 - $610
|
3.09K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-18- 0.28% |
$1.41K - $1.57K
|
6.52K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
28+ 0.2% |
$2.2K - $2.44K
|
13.8K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$314 - $349
|
7.27K
$605K
|