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 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.39KNew |
$203K - $252K
|
3.39K
$275K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
330New |
$19.8K - $24.5K
|
330
$26.7K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.15KNew |
$249K - $308K
|
4.15K
$336K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$242K - $300K
|
4.05K
$328K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-455- 13.6% |
$27.2K - $33.7K
|
2.89K
$234K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.29KNew |
$197K - $243K
|
3.29K
$266K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
215New |
$12.9K - $15.9K
|
215
$17.4K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83New |
$4.97K - $6.15K
|
83
$6.72K
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.82KNew |
$169K - $209K
|
2.82K
$229K
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.5KNew |
$2.6M - $3.22M
|
43.5K
$3.52M
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.43KNew |
$385K - $477K
|
6.43K
$521K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.95KNew |
$296K - $367K
|
4.95K
$400K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.75KNew |
$105K - $130K
|
1.75K
$142K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75.9KNew |
$4.54M - $5.62M
|
75.9K
$6.14M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.26K- 15.4% |
$554K - $686K
|
50.9K
$4.12M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.39K+ 30845.45% |
$203K - $251K
|
3.4K
$276K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-765- 21.47% |
$45.8K - $56.7K
|
2.8K
$226K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.67KNew |
$160K - $198K
|
2.67K
$216K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.3KNew |
$739K - $915K
|
12.3K
$999K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
648+ 68.21% |
$38.8K - $48K
|
1.6K
$129K
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 98.52% |
$496K - $615K
|
125
$10.1K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-328- 2.8% |
$19.6K - $24.3K
|
11.4K
$922K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.2% |
$180 - $222
|
1.5K
$122K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
173+ 5.86% |
$11.1K - $12.4K
|
3.12K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.64KNew |
$360K - $405K
|
5.64K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-97.7KClosed |
$6.25M - $7.02M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.79KNew |
$242K - $272K
|
3.79K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
62.1KNew |
$3.97M - $4.46M
|
62.1K
$5.03M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
73.3KNew |
$4.69M - $5.27M
|
73.3K
$5.93M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.5% |
$64 - $71.9
|
201
$16.3K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-287- 5.79% |
$18.4K - $20.6K
|
4.67K
$378K
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
58.2KNew |
$3.72M - $4.18M
|
58.2K
$4.71M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64 - $71.9
|
105
$8.5K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 3.74% |
$119K - $134K
|
47.9K
$3.88M
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 7.14% |
$128 - $144
|
26
$2.1K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
212New |
$13.6K - $15.2K
|
212
$17.2K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-579- 14.63% |
$37K - $41.6K
|
3.38K
$274K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
87New |
$5.56K - $6.25K
|
87
$7.04K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29KNew |
$146K - $164K
|
2.29K
$185K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
170+ 3.44% |
$10.7K - $11.7K
|
5.11K
$414K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
690+ 8.62% |
$43.4K - $47.5K
|
8.69K
$704K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$73.7K - $80.6K
|
1.17K
$94.9K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.69KNew |
$232K - $254K
|
3.69K
$299K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.98KNew |
$187K - $205K
|
2.98K
$241K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$377 - $413
|
6
$486
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$126K - $138K
|
2K
$162K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209New |
$13.1K - $14.4K
|
209
$16.9K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.47K+ 2.07% |
$92.1K - $101K
|
72.1K
$5.84M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.09KNew |
$194K - $213K
|
3.09K
$250K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.6KNew |
$1.04M - $1.14M
|
16.6K
$1.34M
|