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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.45% |
$144 - $160
|
450
$37.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.44% |
$71.9 - $79.9
|
230
$19K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-803- 1.0% |
$57.7K - $64.1K
|
79.1K
$6.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-843- 1.37% |
$60.6K - $67.3K
|
60.9K
$5.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 0.69% |
$71.7K - $79.6K
|
143K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.3KNew |
$381K - $423K
|
5.3K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-572- 3.14% |
$41.1K - $45.7K
|
17.7K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-300- 28.3% |
$21.6K - $24K
|
760
$62.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-11.5K- 66.47% |
$828K - $919K
|
5.81K
$480K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14.9K+ 2.21% |
$1.07M - $1.19M
|
691K
$57.2M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.75KNew |
$342K - $380K
|
4.75K
$393K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 26.49% |
$14.4K - $16K
|
955
$79K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-607- 1.0% |
$43.6K - $48.5K
|
60K
$4.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.34K+ 11.39% |
$240K - $266K
|
32.6K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-113K- 45.65% |
$8.14M - $9.04M
|
135K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.96K+ 8.72% |
$213K - $236K
|
36.9K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.13K- 17.78% |
$369K - $410K
|
23.7K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
651+ 5.2% |
$46.8K - $52K
|
13.2K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 19.07% |
$410K - $455K
|
24.2K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
109+ 2.28% |
$7.84K - $8.7K
|
4.88K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
63+ 0.18% |
$4.53K - $5.03K
|
35.5K
$2.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$144 - $160
|
472
$39K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.2K- 67.07% |
$590K - $655K
|
4.03K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
266New |
$19.1K - $21.2K
|
266
$22K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.22K+ 1.58% |
$304K - $337K
|
271K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.71KNew |
$195K - $216K
|
2.71K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
644+ 4.92% |
$46.3K - $51.4K
|
13.7K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.67% |
$71.9 - $79.9
|
150
$12.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
136+ 0.98% |
$9.78K - $10.9K
|
14K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82+ 1.8% |
$5.9K - $6.55K
|
4.63K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
82+ 0.61% |
$5.9K - $6.55K
|
13.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.92K- 1.09% |
$138K - $153K
|
174K
$14.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.4K- 10.18% |
$245K - $272K
|
30K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.09K+ 62.57% |
$294K - $327K
|
10.6K
$879K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.53K+ 98.72% |
$326K - $362K
|
9.13K
$755K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-273- 1.81% |
$19.6K - $21.8K
|
14.8K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.35K+ 38.47% |
$96.7K - $107K
|
4.84K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21.6K+ 9.47% |
$1.55M - $1.73M
|
250K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
724+ 11.16% |
$52.1K - $57.8K
|
7.21K
$596K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451K+ 7.63% |
$32.4M - $36M
|
6.36M
$526M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 8.14% |
$352K - $391K
|
65.1K
$5.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-552- 4.45% |
$39.7K - $44.1K
|
11.8K
$980K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$444K - $493K
|
6.17K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$144 - $160
|
586
$48.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 3.65% |
$7.19K - $7.99K
|
2.84K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-330- 4.21% |
$23.7K - $26.4K
|
7.5K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 0.41% |
$575 - $639
|
1.94K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-58.6K- 24.72% |
$4.21M - $4.68M
|
178K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
23+ 0.1% |
$1.65K - $1.84K
|
22.6K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 0.1% |
$2.09K - $2.32K
|
29K
$2.4M
|