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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-126- 27.88% |
$9.51K - $10.6K
|
326
$25K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-144- 4.36% |
$10.9K - $12.1K
|
3.16K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
574+ 8.77% |
$43.3K - $48.4K
|
7.12K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.06K- 3.01% |
$79.6K - $88.9K
|
34K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
773+ 9.11% |
$58.3K - $65.1K
|
9.25K
$710K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.25K+ 8.94% |
$94.3K - $105K
|
15.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-481- 5.1% |
$36.3K - $40.5K
|
8.96K
$687K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-9.26K- 10.82% |
$699K - $780K
|
76.3K
$5.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.77% |
$76.3K - $85.2K
|
3.24K
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-65- 2.09% |
$4.91K - $5.48K
|
3.05K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.96K- 5.24% |
$751K - $839K
|
180K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 17.6% |
$122K - $136K
|
10.8K
$828K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
274New |
$20.7K - $23.1K
|
274
$21K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.05K+ 34.09% |
$79.5K - $88.8K
|
4.15K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 51.06% |
$340K - $379K
|
4.31K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.4K- 55.42% |
$2.37M - $2.65M
|
25.3K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-772- 3.63% |
$58.3K - $65K
|
20.5K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-943- 4.49% |
$71.2K - $79.4K
|
20.1K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-138- 3.04% |
$10.4K - $11.6K
|
4.4K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-805- 6.38% |
$60.8K - $67.8K
|
11.8K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-117- 4.28% |
$8.83K - $9.86K
|
2.62K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 20.0% |
$75.5 - $84.2
|
4
$307
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2K+ 12.15% |
$151K - $169K
|
18.5K
$1.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
333New |
$25.1K - $28.1K
|
333
$25.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-18.1K- 25.61% |
$1.37M - $1.53M
|
52.6K
$4.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
3.17K+ 5.73% |
$239K - $267K
|
58.4K
$4.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.13K- 3.22% |
$613K - $685K
|
244K
$18.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 34.76% |
$9.21K - $10.3K
|
229
$17.6K
|
|
| Q4 2024 | |||||||
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
10.1KNew |
$791K - $880K
|
10.1K
$774K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$83.4K - $92.7K
|
1.06K
$81.5K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.78K+ 94.09% |
$532K - $591K
|
14K
$1.07M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
488K+ 7.68% |
$38.3M - $42.6M
|
6.85M
$525M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
310New |
$24.3K - $27K
|
310
$23.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
332New |
$26K - $28.9K
|
332
$25.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-296- 7.64% |
$23.2K - $25.8K
|
3.58K
$275K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$1.73K - $1.92K
|
22
$1.69K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$1.96K - $2.18K
|
25
$1.92K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
545+ 2.91% |
$42.7K - $47.5K
|
19.3K
$1.48M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-467- 7.25% |
$36.6K - $40.7K
|
5.98K
$458K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-993- 12.49% |
$77.9K - $86.6K
|
6.96K
$534K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.33KNew |
$261K - $290K
|
3.33K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
452+ 0.45% |
$35.5K - $39.4K
|
100K
$7.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24K+ 610.07% |
$1.88M - $2.09M
|
27.9K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-448- 63.1% |
$35.1K - $39.1K
|
262
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 1.9% |
$105K - $117K
|
72.1K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101K+ 21.35% |
$7.88M - $8.76M
|
571K
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 5.61% |
$79.1K - $87.9K
|
19K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64KNew |
$207K - $230K
|
2.64K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 2.08% |
$84.2K - $93.6K
|
50.5K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 6.02% |
$189K - $210K
|
37.6K
$2.88M
|
|