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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 12.63% |
$71.8K - $85.4K
|
9.58K
$800K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
35New |
$2.34K - $2.78K
|
35
$2.92K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
30+ 0.29% |
$2.01K - $2.38K
|
10.3K
$861K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.32K- 12.75% |
$557K - $661K
|
57K
$4.76M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
17.9K+ 5.24% |
$1.19M - $1.42M
|
359K
$30M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-150- 3.82% |
$10K - $11.9K
|
3.77K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.2K+ 21.42% |
$281K - $333K
|
23.8K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
265New |
$17.7K - $21.1K
|
265
$22.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.35K- 21.57% |
$357K - $425K
|
19.4K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.8% |
$6.69K - $7.95K
|
5.66K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07KNew |
$473K - $562K
|
7.07K
$590K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-279K- 84.89% |
$18.7M - $22.2M
|
49.7K
$4.15M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
244+ 1.76% |
$16.3K - $19.4K
|
14.1K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-39- 1.2% |
$2.61K - $3.1K
|
3.2K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 7.56% |
$1.75M - $2.08M
|
372K
$31.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-155- 3.53% |
$10.4K - $12.3K
|
4.24K
$354K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.67K- 28.12% |
$112K - $133K
|
4.27K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 3.5% |
$15.4K - $18.3K
|
6.8K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-420- 0.7% |
$28.1K - $33.4K
|
59.7K
$4.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-222- 3.12% |
$14.8K - $17.6K
|
6.9K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-519- 1.72% |
$34.7K - $41.2K
|
29.6K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.45K- 5.7% |
$163K - $194K
|
40.4K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.33K- 4.48% |
$222K - $264K
|
70.9K
$5.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-527- 0.24% |
$35.2K - $41.9K
|
216K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-622- 2.63% |
$41.6K - $49.4K
|
23K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.25% |
$15.3K - $18.2K
|
18.5K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-764- 23.68% |
$51.1K - $60.7K
|
2.46K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.9K+ 11.92% |
$127K - $151K
|
17.9K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.9K- 24.04% |
$1.07M - $1.27M
|
50.3K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.31K- 0.98% |
$87.3K - $104K
|
132K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 0.48% |
$736 - $874
|
2.29K
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-235- 6.18% |
$15.7K - $18.7K
|
3.57K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.31% |
$66.9 - $79.5
|
327
$27.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$66.9 - $79.5
|
1
$83.5
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.58K+ 3.36% |
$105K - $125K
|
48.6K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-51- 0.87% |
$3.41K - $4.05K
|
5.84K
$488K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-297- 5.27% |
$19.9K - $23.6K
|
5.34K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
544+ 20.1% |
$36.4K - $43.2K
|
3.25K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.76K- 0.39% |
$185K - $219K
|
701K
$58.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
141New |
$9.43K - $11.2K
|
141
$11.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-92- 0.4% |
$6.15K - $7.31K
|
22.6K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-340- 11.15% |
$22.7K - $27K
|
2.71K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.0% |
$1.81K - $2.15K
|
2.72K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3- 0.01% |
$201 - $238
|
24.5K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.03% |
$134 - $159
|
6.52K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-579- 1.79% |
$38.7K - $46K
|
31.8K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.4K+ 7.97% |
$760K - $903K
|
154K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-464- 2.34% |
$31K - $36.9K
|
19.4K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
17.6K+ 153.72% |
$1.18M - $1.4M
|
29.1K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.66% |
$66.9 - $79.5
|
152
$12.7K
|