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 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 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
$57.1K
|
|
| 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
$605K
|
|
|
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
$208K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-162Closed |
$5.26K - $7.86K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-117Closed |
$3.8K - $5.68K
|
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
$51.5K
|
|
|
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 | |||||||
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.38KClosed |
$189K - $353K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-540Closed |
$16K - $29.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5Closed |
$149 - $277
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-83.7KClosed |
$2.49M - $4.64M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-13.9KClosed |
$413K - $771K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15.4KClosed |
$458K - $854K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-30.4KClosed |
$903K - $1.69M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.09KClosed |
$32.3K - $60.2K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.8KClosed |
$172K - $321K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.73KClosed |
$51.4K - $95.9K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8Closed |
$238 - $443
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-296Closed |
$8.79K - $16.4K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wealth Cmt
|
SELL
|
- |
-7.68KClosed |
$228K - $426K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-3.89KClosed |
$116K - $216K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-306KClosed |
$9.07M - $16.9M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
29.1KNew |
$1.42M - $1.6M
|
29.1K
$2.5M
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-46.2KClosed |
$2.26M - $2.55M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114New |
$5.58K - $6.29K
|
114
$9.79K
|
|
|
Jan 31, 2020
Q4 2019
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.13KClosed |
$202K - $228K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
210New |
$10.3K - $11.6K
|
210
$18K
|
|
|
Jan 22, 2020
Q4 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Aug 06, 2021
Q3 2019
|
Schroders Is LTD
|
SELL
|
- |
-1.63MClosed |
$82.9M - $85.4M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1Closed |
$50.8 - $52.3
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-124Closed |
$6.29K - $6.49K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-167KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-840Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Buckhead Capital Management LLC
|
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-232Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-269Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-234Closed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.65KClosed |
N/A
|
0
$0
|
|