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 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 66.67% |
$133 - $146
|
1
$79.3
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-52Closed |
$3.46K - $3.79K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.21KClosed |
$479K - $525K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-32Closed |
$2.13K - $2.33K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
25New |
$1.6K - $1.74K
|
25
$1.98K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4.23KClosed |
$271K - $294K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200Closed |
$12.8K - $13.9K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-472Closed |
$30.2K - $32.8K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-113Closed |
$7.24K - $7.86K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
53New |
$3.5K - $3.75K
|
53
$4.21K
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-35.6KClosed |
$2.35M - $2.52M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-36- 46.15% |
$2.38K - $2.55K
|
42
$3.33K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.44KClosed |
$227K - $243K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-5.44KClosed |
$360K - $385K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-102Closed |
$6.74K - $7.22K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-466Closed |
$30.8K - $33K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-726Closed |
$39.6K - $49.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-42Closed |
$2.29K - $2.85K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-57Closed |
$3.11K - $3.86K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-450Closed |
$24.5K - $30.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.7KClosed |
$693K - $861K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-120- 1.67% |
$6.54K - $8.13K
|
7.07K
$561K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1Closed |
$54.5 - $67.7
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-18.3KClosed |
$998K - $1.24M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-6Closed |
$263 - $334
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
3.69KNew |
$162K - $206K
|
3.69K
$293K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-123Closed |
$5.4K - $6.85K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-536- 54.36% |
$23.5K - $29.8K
|
450
$35.7K
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-134KClosed |
$5.9M - $7.48M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$97.2K - $123K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16Closed |
$702 - $891
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-350Closed |
$15.4K - $19.5K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-173- 20.64% |
$7.59K - $9.63K
|
665
$52.8K
|
|
Q3 2020 | |||||||
Sep 08, 2021
Q3 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-531Closed |
$21.8K - $24.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-447Closed |
$18.3K - $20.9K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-255Closed |
$10.5K - $11.9K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-974Closed |
$39.9K - $45.5K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
7.05KNew |
$289K - $329K
|
7.05K
$559K
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-530Closed |
$21.7K - $24.8K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58+ 2.45% |
$1.88K - $2.82K
|
2.43K
$192K
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-117Closed |
$3.8K - $5.68K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-162Closed |
$5.26K - $7.86K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-13KClosed |
$420K - $629K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.93KClosed |
$192K - $288K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-450- 42.86% |
$14.6K - $21.8K
|
600
$47.6K
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-7.02KClosed |
$228K - $341K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.69KClosed |
$185K - $276K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$345K - $516K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.44KClosed |
$42.9K - $80K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-540Closed |
$16K - $29.9K
|
0
$0
|