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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
180+ 4.79% |
$11.3K - $13.4K
|
3.94K
$341K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.48KNew |
$218K - $260K
|
3.48K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
218New |
$13.6K - $16.3K
|
218
$18.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-225- 26.16% |
$14.1K - $16.8K
|
635
$54.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-722- 16.61% |
$45.1K - $53.9K
|
3.63K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
68New |
$4.25K - $5.07K
|
68
$5.88K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$7.82K - $9.33K
|
125
$10.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-564- 10.23% |
$35.3K - $42.1K
|
4.95K
$428K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.8K- 80.44% |
$934K - $1.09M
|
3.85K
$333K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.75KNew |
$339K - $394K
|
5.75K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$258K - $300K
|
4.38K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.51KNew |
$207K - $241K
|
3.51K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
720New |
$42.5K - $49.4K
|
720
$62.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
756New |
$44.6K - $51.8K
|
756
$65.4K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.59K+ 400.77% |
$153K - $178K
|
3.24K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-48.7K- 89.15% |
$2.87M - $3.34M
|
5.93K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
541+ 0.66% |
$31.9K - $37.1K
|
82.2K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
169KNew |
$9.95M - $11.6M
|
169K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.5KNew |
$2.03M - $2.37M
|
34.5K
$2.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$1.23M - $1.43M
|
20.8K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.1KNew |
$242K - $281K
|
4.1K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16New |
$943 - $1.1K
|
16
$1.38K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$196K - $228K
|
3.33K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
225New |
$13.3K - $15.4K
|
225
$19.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.7KNew |
$3.58M - $4.16M
|
60.7K
$5.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
233New |
$13.7K - $16K
|
233
$20.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$192K - $223K
|
3.25K
$282K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
445+ 8.21% |
$26.2K - $30.5K
|
5.86K
$507K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$5.9K - $6.86K
|
100
$8.65K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
42New |
$2.48K - $2.88K
|
42
$3.63K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$59 - $68.6
|
1
$86.5
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-13- 0.18% |
$752 - $898
|
7.27K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
154New |
$8.9K - $10.6K
|
154
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 1000.0% |
$578 - $690
|
11
$952
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
11.1KNew |
$640K - $764K
|
11.1K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.71K+ 224.14% |
$504K - $601K
|
12.6K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
718New |
$41.5K - $49.6K
|
718
$62.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.3K+ 14.29% |
$133K - $159K
|
18.4K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$318K - $380K
|
5.5K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
206New |
$11.9K - $14.2K
|
206
$17.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.58KNew |
$207K - $247K
|
3.58K
$310K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
235New |
$13.6K - $16.2K
|
235
$20.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.66% |
$231 - $276
|
612
$52.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
380New |
$22K - $26.2K
|
380
$32.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-162- 4.26% |
$9.37K - $11.2K
|
3.64K
$315K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
200New |
$11.6K - $13.8K
|
200
$17.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
27.7K+ 30.66% |
$1.6M - $1.91M
|
118K
$10.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5K- 41.67% |
$289K - $345K
|
7K
$606K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.6K- 89.71% |
$800K - $960K
|
1.56K
$135K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-168- 83.17% |
$9.9K - $11.9K
|
34
$2.94K
|
|