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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-840- 6.57% |
$59.1K - $64K
|
11.9K
$948K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-73.5K- 28.67% |
$5.17M - $5.6M
|
183K
$14.5M
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-466- 11.05% |
$32.8K - $35.5K
|
3.75K
$298K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
561+ 19.18% |
$39.5K - $42.7K
|
3.49K
$277K
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2K- 3.01% |
$141K - $152K
|
64.4K
$5.11M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 1.21% |
$5.7K - $6.17K
|
6.63K
$526K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 48.72% |
$127K - $137K
|
5.5K
$437K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
142+ 3.59% |
$9.99K - $10.8K
|
4.09K
$325K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
9.72K+ 2.78% |
$683K - $740K
|
359K
$28.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-543- 7.54% |
$38.2K - $41.3K
|
6.66K
$528K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 161.5% |
$8.06M - $8.73M
|
186K
$14.7M
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$70.3 - $76.2
|
13.8K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 0.75% |
$4.92K - $5.33K
|
9.26K
$735K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-682- 4.85% |
$48K - $51.9K
|
13.4K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$1.27K - $1.37K
|
18
$1.43K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
64New |
$4.5K - $4.87K
|
64
$5.08K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 22.58% |
$162K - $175K
|
12.5K
$992K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
970+ 1259.74% |
$68.2K - $73.9K
|
1.05K
$83.1K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-875- 9.71% |
$61.5K - $66.6K
|
8.14K
$646K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-32K- 78.96% |
$2.25M - $2.44M
|
8.53K
$677K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$1.34K - $1.45K
|
18.2K
$1.45M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.75K+ 1.31% |
$193K - $209K
|
212K
$16.9M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32+ 0.52% |
$2.25K - $2.44K
|
6.18K
$490K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-410- 0.57% |
$28.8K - $31.2K
|
71.3K
$5.66M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
230New |
$16.2K - $17.5K
|
230
$18.2K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
19+ 0.04% |
$1.34K - $1.45K
|
49.7K
$3.95M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.01K- 1.37% |
$212K - $229K
|
216K
$17.2M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$1.9K - $2.06K
|
11.6K
$916K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-218K- 98.86% |
$15.4M - $16.6M
|
2.51K
$199K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 26.96% |
$96.9K - $105K
|
6.49K
$515K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
670K+ 12.78% |
$47.1M - $51M
|
5.91M
$469M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-466- 8.17% |
$32.8K - $35.5K
|
5.24K
$415K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.46% |
$914 - $990
|
2.86K
$227K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41- 0.22% |
$2.88K - $3.12K
|
18.7K
$1.49M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.64K- 2.58% |
$115K - $125K
|
61.7K
$4.9M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-412- 10.39% |
$29K - $31.4K
|
3.55K
$282K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
229New |
$16.1K - $17.4K
|
229
$18.2K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-552- 10.04% |
$38.8K - $42K
|
4.95K
$392K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
536+ 8.18% |
$37.7K - $40.8K
|
7.09K
$562K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.65% |
$281 - $305
|
616
$48.9K
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
565+ 0.82% |
$39.7K - $43K
|
69.7K
$5.53M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.01K+ 18.52% |
$71K - $76.8K
|
6.46K
$512K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$211 - $228
|
470
$37.3K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
694+ 348.74% |
$48.8K - $52.8K
|
893
$70.9K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.93K- 4.36% |
$276K - $299K
|
86.3K
$6.84M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
253+ 5.96% |
$17.8K - $19.3K
|
4.5K
$357K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
73+ 0.29% |
$5.13K - $5.56K
|
24.9K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.63K+ 74.57% |
$255K - $276K
|
8.49K
$674K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-51- 0.77% |
$3.59K - $3.88K
|
6.54K
$518K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.44% |
$492 - $533
|
1.6K
$127K
|