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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.88% |
$1.8K - $2K
|
2.8K
$222K
|
|
Q2 2024 | |||||||
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
152+ 1.92% |
$10.7K - $11.6K
|
8.07K
$641K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.5K+ 17.24% |
$1.87M - $2.02M
|
181K
$14.3M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.67K- 11.64% |
$188K - $203K
|
20.2K
$1.61M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.49K- 35.14% |
$246K - $266K
|
6.45K
$511K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8K+ 488.59% |
$3.08M - $3.33M
|
52.7K
$4.18M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.77K- 13.77% |
$195K - $211K
|
17.3K
$1.38M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.45K+ 9.29% |
$313K - $338K
|
52.3K
$4.15M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.08K+ 87.61% |
$357K - $387K
|
10.9K
$863K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-722- 1.06% |
$50.8K - $55K
|
67.2K
$5.33M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-12.4K- 57.1% |
$871K - $943K
|
9.3K
$738K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.52K- 3.5% |
$177K - $192K
|
69.3K
$5.5M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.91K- 38.86% |
$416K - $450K
|
9.3K
$738K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 3.66% |
$1.36M - $1.48M
|
549K
$43.5M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 32.3% |
$5.13K - $5.56K
|
299
$23.7K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-698K- 86.81% |
$49.1M - $53.1M
|
106K
$8.41M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.7K+ 21.03% |
$541K - $586K
|
44.3K
$3.51M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.5K- 38.38% |
$3.55M - $3.84M
|
81K
$6.43M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.53K+ 0.27% |
$319K - $345K
|
1.71M
$136M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-204- 5.57% |
$14.3K - $15.5K
|
3.46K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.6K+ 7.17% |
$813K - $881K
|
173K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 11.66% |
$733K - $793K
|
99.8K
$7.92M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.83K+ 17.14% |
$410K - $444K
|
39.9K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$3.52K - $3.81K
|
50
$3.97K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.83K- 2.17% |
$269K - $292K
|
172K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-675- 16.98% |
$47.5K - $51.4K
|
3.3K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 0.44% |
$3.73K - $4.04K
|
12.2K
$967K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.44K- 42.05% |
$242K - $262K
|
4.75K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.1% |
$1.41K - $1.52K
|
20.7K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.7K+ 2.7% |
$401K - $434K
|
217K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-406- 0.94% |
$28.6K - $30.9K
|
42.8K
$3.4M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 65.48% |
$986K - $1.07M
|
7.39K
$586K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.1K+ 136.73% |
$1.07M - $1.15M
|
26.2K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 2.73% |
$142K - $154K
|
71.9K
$5.71M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 0.4% |
$1.34K - $1.45K
|
4.71K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.7K- 24.52% |
$260K - $282K
|
11.4K
$903K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.46K- 43.16% |
$595K - $645K
|
11.1K
$884K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$12.3K - $13.3K
|
175
$13.9K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.5K+ 20.4% |
$2.35M - $2.55M
|
197K
$15.7M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-360K- 38.57% |
$25.3M - $27.4M
|
573K
$45.5M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.98K- 4.09% |
$139K - $150K
|
46.3K
$3.67M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82K+ 23.38% |
$5.77M - $6.25M
|
433K
$34.4M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.06K- 0.73% |
$74.5K - $80.6K
|
144K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-436- 0.76% |
$30.7K - $33.2K
|
56.6K
$4.49M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56.7K- 46.0% |
$3.99M - $4.32M
|
66.5K
$5.28M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.36K+ 19.38% |
$236K - $256K
|
20.7K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 1.46% |
$107K - $116K
|
106K
$8.43M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.23K+ 203.93% |
$650K - $703K
|
13.8K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-829Closed |
$58.3K - $63.1K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.88K- 5.84% |
$554K - $600K
|
127K
$10.1M
|