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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.97K+ 2.95% |
$141K - $157K
|
68.5K
$5.67M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 6.19% |
$73.6K - $81.8K
|
15.5K
$1.28M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.33K- 29.99% |
$239K - $266K
|
7.77K
$642K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.98K- 59.24% |
$430K - $478K
|
4.12K
$340K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-388- 42.17% |
$27.9K - $31K
|
532
$44K
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-317- 9.6% |
$22.8K - $25.3K
|
2.98K
$247K
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
104+ 1.82% |
$7.48K - $8.31K
|
5.82K
$482K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10.8KNew |
$778K - $864K
|
10.8K
$895K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-31.8K- 57.11% |
$2.29M - $2.54M
|
23.9K
$1.98M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.89% |
$71.9 - $79.9
|
113
$9.35K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-72- 2.25% |
$5.18K - $5.75K
|
3.13K
$259K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-969- 12.0% |
$69.7K - $77.4K
|
7.1K
$588K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 0.78% |
$138K - $154K
|
248K
$20.6M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
19.8K+ 6.05% |
$1.42M - $1.58M
|
346K
$28.6M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 20.27% |
$127K - $141K
|
6.96K
$576K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 57.66% |
$279K - $309K
|
2.85K
$235K
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-558- 8.85% |
$40.1K - $44.6K
|
5.75K
$476K
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
50.4KNew |
$3.62M - $4.02M
|
50.4K
$4.17M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.43% |
$2.44K - $2.72K
|
7.95K
$658K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 9.74% |
$234K - $260K
|
30.2K
$2.5M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.18K+ 21.44% |
$444K - $493K
|
35K
$2.89M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.51K+ 5.27% |
$252K - $280K
|
70K
$5.79M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
364+ 4.56% |
$26.2K - $29.1K
|
8.35K
$691K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-22- 0.3% |
$1.58K - $1.76K
|
7.26K
$601K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 1.12% |
$2.16K - $2.4K
|
2.7K
$223K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.86KNew |
$422K - $468K
|
5.86K
$485K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 21.49% |
$172K - $191K
|
8.75K
$724K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
964+ 5.72% |
$69.3K - $77K
|
17.8K
$1.47M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 16.67% |
$71.9 - $79.9
|
5
$414
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
134+ 0.88% |
$9.63K - $10.7K
|
15.3K
$1.27M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-308- 0.09% |
$22.1K - $24.6K
|
345K
$28.5M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-89.6K- 41.28% |
$6.44M - $7.15M
|
127K
$10.5M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10+ 0.15% |
$719 - $799
|
6.53K
$541K
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.57% |
$2.16K - $2.4K
|
5.32K
$440K
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-40- 0.28% |
$2.88K - $3.19K
|
14.4K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 0.41% |
$2.52K - $2.8K
|
8.49K
$703K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 1.63% |
$101K - $112K
|
84.9K
$7.02M
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$2.73K - $3.03K
|
4.99K
$412K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-944- 19.59% |
$67.9K - $75.4K
|
3.88K
$321K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-526- 14.34% |
$37.8K - $42K
|
3.14K
$260K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.93K- 14.55% |
$210K - $234K
|
17.2K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-327- 0.2% |
$23.5K - $26.1K
|
163K
$13.5M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
206+ 5.16% |
$14.8K - $16.5K
|
4.2K
$348K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
428+ 12.28% |
$30.8K - $34.2K
|
3.91K
$324K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.35K- 8.3% |
$385K - $427K
|
59.1K
$4.89M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-33- 0.07% |
$2.37K - $2.64K
|
50.2K
$4.16M
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
336+ 2.69% |
$24.2K - $26.8K
|
12.8K
$1.06M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-35.6K- 6.62% |
$2.56M - $2.85M
|
503K
$41.6M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-48.5K- 26.52% |
$3.49M - $3.87M
|
134K
$11.1M
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-42- 0.23% |
$3.02K - $3.35K
|
18K
$1.49M
|