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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.4K- 83.3% |
$1.77M - $2.1M
|
5.3K
$443K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-816- 3.97% |
$54.6K - $64.8K
|
19.7K
$1.65M
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.84K- 5.21% |
$324K - $385K
|
88.2K
$7.36M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-198- 2.02% |
$13.2K - $15.7K
|
9.59K
$801K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$201 - $238
|
3
$250
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.11KNew |
$74K - $87.9K
|
1.11K
$92.3K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-710- 0.78% |
$47.5K - $56.4K
|
90.8K
$7.58M
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
351+ 4.57% |
$23.5K - $27.9K
|
8.03K
$670K
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.02% |
$334 - $397
|
28.2K
$2.36M
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-114- 0.57% |
$7.62K - $9.06K
|
19.7K
$1.65M
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.46% |
$66.9 - $79.5
|
217
$18.1K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.12K+ 376.69% |
$142K - $168K
|
2.68K
$224K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-914- 1.86% |
$61.1K - $72.6K
|
48.3K
$4.03M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.8K- 87.84% |
$1.66M - $1.97M
|
3.44K
$287K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-148- 2.58% |
$9.9K - $11.8K
|
5.58K
$466K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 42.64% |
$132K - $157K
|
2.66K
$222K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
928+ 3.78% |
$62.1K - $73.7K
|
25.5K
$2.13M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 1.62% |
$20.3K - $24.2K
|
19.1K
$1.59M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.6K- 16.28% |
$2.72M - $3.23M
|
209K
$17.4M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8K+ 19.05% |
$1.12M - $1.33M
|
105K
$8.75M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20+ 0.43% |
$1.34K - $1.59K
|
4.65K
$388K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
896+ 33.62% |
$59.9K - $71.2K
|
3.56K
$297K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
442+ 5.94% |
$29.6K - $35.1K
|
7.88K
$658K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-194- 4.31% |
$13K - $15.4K
|
4.31K
$360K
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1- 0.02% |
$66.9 - $79.5
|
5.28K
$441K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-365- 5.24% |
$24.4K - $29K
|
6.6K
$551K
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10K+ 43.28% |
$669K - $795K
|
33.1K
$2.76M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 7.65% |
$70.8K - $84.2K
|
12.8K
$1.07M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.3K- 32.65% |
$3.7M - $4.4M
|
114K
$9.53M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
69+ 0.14% |
$4.61K - $5.48K
|
50.5K
$4.22M
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 38.4% |
$169K - $201K
|
9.1K
$760K
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
293+ 3.54% |
$19.6K - $23.3K
|
8.58K
$716K
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
37+ 1.21% |
$2.47K - $2.94K
|
3.1K
$259K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 1.97% |
$734K - $872K
|
569K
$47.5M
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-612- 1.8% |
$40.9K - $48.6K
|
33.4K
$2.79M
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.4KNew |
$361K - $429K
|
5.4K
$451K
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.37KNew |
$225K - $268K
|
3.37K
$281K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-68- 1.1% |
$4.55K - $5.4K
|
6.11K
$510K
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-383- 2.51% |
$25.6K - $30.4K
|
14.9K
$1.24M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.5K- 7.56% |
$3.04M - $3.61M
|
556K
$46.4M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77New |
$5.15K - $6.12K
|
77
$6.43K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-824- 24.16% |
$55.1K - $65.5K
|
2.59K
$216K
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.2K+ 5.32% |
$952K - $1.13M
|
282K
$23.5M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-121- 2.35% |
$8.09K - $9.62K
|
5.03K
$419K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 48.28% |
$7.49K - $8.9K
|
120
$10K
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
33+ 0.26% |
$2.21K - $2.62K
|
12.9K
$1.07M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105+ 36.08% |
$7.02K - $8.34K
|
396
$33.1K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.23K+ 1.17% |
$216K - $257K
|
279K
$23.3M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 13.86% |
$5.88K - $6.99K
|
723
$60.4K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.34K- 46.88% |
$557K - $662K
|
9.44K
$788K
|