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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
42New |
$2.48K - $2.88K
|
42
$3.4K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$59 - $68.6
|
1
$81
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-13- 0.18% |
$752 - $898
|
7.27K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
11.1KNew |
$640K - $764K
|
11.1K
$896K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
154New |
$8.9K - $10.6K
|
154
$12.5K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 1000.0% |
$578 - $690
|
11
$890
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.71K+ 224.14% |
$504K - $601K
|
12.6K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
718New |
$41.5K - $49.6K
|
718
$58.1K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.3K+ 14.29% |
$133K - $159K
|
18.4K
$1.49M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
206New |
$11.9K - $14.2K
|
206
$16.7K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.58KNew |
$207K - $247K
|
3.58K
$290K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
235New |
$13.6K - $16.2K
|
235
$19K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.66% |
$231 - $276
|
612
$49.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
380New |
$22K - $26.2K
|
380
$30.8K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
200New |
$11.6K - $13.8K
|
200
$16.2K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
27.7K+ 30.66% |
$1.6M - $1.91M
|
118K
$9.54M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5K- 41.67% |
$289K - $345K
|
7K
$567K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.6K- 89.71% |
$800K - $960K
|
1.56K
$126K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-168- 83.17% |
$9.9K - $11.9K
|
34
$2.75K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.8KClosed |
$106K - $127K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.31K+ 30.35% |
$136K - $163K
|
9.9K
$801K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
531New |
$31.3K - $37.6K
|
531
$43K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.05KClosed |
$180K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.4KClosed |
$1.26M - $1.51M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.01KClosed |
$59.3K - $71.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
615+ 307.5% |
$36.3K - $43.5K
|
815
$66K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.13KClosed |
$184K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
552New |
$32.5K - $39.1K
|
552
$44.7K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-63- 7.37% |
$3.71K - $4.46K
|
792
$64.1K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$59K - $70.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-457Closed |
$26.9K - $32.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$2.95K - $3.54K
|
50
$4.05K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.61KNew |
$95K - $114K
|
1.61K
$130K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.09KClosed |
$182K - $219K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$59 - $70.8
|
451
$36.5K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-195- 4.87% |
$11.5K - $13.8K
|
3.81K
$308K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24.3K+ 442.72% |
$1.43M - $1.72M
|
29.7K
$2.41M
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.02KClosed |
$178K - $213K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.16KClosed |
$186K - $223K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-8.26KClosed |
$487K - $584K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 4.19% |
$1.47K - $1.77K
|
622
$50.4K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-108- 78.26% |
$6.37K - $7.64K
|
30
$2.43K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$243K - $292K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-18.6KClosed |
$1.09M - $1.31M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
3.68KNew |
$217K - $260K
|
3.68K
$298K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
105New |
$6.19K - $7.43K
|
105
$8.5K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
274New |
$16.2K - $19.4K
|
274
$22.2K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-114KClosed |
$6.73M - $8.07M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$193K - $232K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.46M - $1.76M
|
24.8K
$2.01M
|