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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.44% |
$157 - $174
|
452
$37.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.89% |
$117K - $130K
|
13.1K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.67% |
$78.4 - $87.2
|
151
$12.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-146- 1.23% |
$11.5K - $12.7K
|
11.7K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.89% |
$392 - $436
|
567
$46.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.68K- 2.13% |
$132K - $147K
|
77.4K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.14K- 7.9% |
$89K - $98.9K
|
13.2K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 4.0% |
$23.5K - $26.2K
|
7.8K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$44.3K - $49.3K
|
565
$46.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
981+ 21.92% |
$76.9K - $85.5K
|
5.46K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.44KNew |
$270K - $300K
|
3.44K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-340- 4.97% |
$26.7K - $29.6K
|
6.5K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 6.48% |
$188K - $208K
|
39.3K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.1KNew |
$2.28M - $2.54M
|
29.1K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
599+ 2.57% |
$47K - $52.2K
|
23.9K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 50.86% |
$364K - $405K
|
13.8K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141KNew |
$11M - $12.3M
|
141K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
6.59KNew |
$517K - $575K
|
6.59K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.92K- 2.78% |
$621K - $690K
|
277K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-546- 14.55% |
$42.8K - $47.6K
|
3.21K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.17K+ 35.29% |
$170K - $189K
|
8.31K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$78.4 - $87.2
|
1
$82.2
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.7K+ 0.81% |
$133K - $148K
|
211K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.32K+ 9.98% |
$103K - $115K
|
14.5K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 0.93% |
$1.49K - $1.66K
|
2.06K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-245- 2.53% |
$19.2K - $21.4K
|
9.44K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
197+ 0.48% |
$15.5K - $17.2K
|
41.3K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-401- 1.85% |
$31.5K - $35K
|
21.2K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-617- 1.04% |
$48.4K - $53.8K
|
58.4K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-62- 2.2% |
$4.86K - $5.4K
|
2.76K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
357+ 12.12% |
$28K - $31.1K
|
3.3K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-62- 1.51% |
$4.86K - $5.4K
|
4.05K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.36K+ 44.51% |
$185K - $206K
|
7.66K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-87- 5.43% |
$6.82K - $7.58K
|
1.52K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.18% |
$392 - $436
|
2.71K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.58K+ 30.2% |
$202K - $225K
|
11.1K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-887- 0.44% |
$69.6K - $77.3K
|
201K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-446- 12.5% |
$35K - $38.9K
|
3.12K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-321- 6.61% |
$25.2K - $28K
|
4.54K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
22.3KNew |
$1.75M - $1.94M
|
22.3K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
586+ 0.85% |
$46K - $51.1K
|
69.7K
$5.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 996.88% |
$25K - $27.8K
|
351
$28.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-393- 2.22% |
$30.8K - $34.3K
|
17.3K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 4.21% |
$155K - $173K
|
45.1K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-179- 0.62% |
$14K - $15.6K
|
28.9K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
480+ 0.49% |
$37.6K - $41.8K
|
97.8K
$8.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 2.87% |
$78.7K - $87.5K
|
36K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 2.68% |
$123K - $136K
|
56.7K
$4.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23+ 0.34% |
$1.8K - $2K
|
6.77K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 1.48% |
$4.86K - $5.4K
|
4.26K
$351K
|