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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.96K+ 73.7% |
$148K - $165K
|
4.63K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-5- 0.18% |
$377 - $421
|
2.71K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
393+ 5.41% |
$29.7K - $33.1K
|
7.65K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.94% |
$1.89K - $2.11K
|
2.65K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.39K+ 27.52% |
$105K - $117K
|
6.45K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
819+ 542.38% |
$61.8K - $69K
|
970
$78.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
11+ 0.22% |
$830 - $927
|
5.05K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.04K+ 4.36% |
$78.6K - $87.7K
|
24.9K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-1.06K- 1.36% |
$79.6K - $88.9K
|
76.4K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-665- 3.28% |
$50.2K - $56K
|
19.6K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.81K+ 2.27% |
$363K - $405K
|
216K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$151 - $168
|
476
$38.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.44K+ 11.81% |
$259K - $289K
|
32.5K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1KNew |
$1.37M - $1.53M
|
18.1K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.4K- 75.34% |
$1.01M - $1.13M
|
4.39K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$75.5 - $84.2
|
192
$15.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-233- 1.78% |
$17.6K - $19.6K
|
12.8K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.3% |
$138K - $154K
|
44.4K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.7K- 0.8% |
$128K - $143K
|
210K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$302 - $337
|
4
$324
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
992+ 0.49% |
$74.9K - $83.6K
|
202K
$16.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-115- 3.7% |
$8.68K - $9.69K
|
2.99K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-127- 4.07% |
$9.58K - $10.7K
|
3K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 5.38% |
$31.1K - $34.7K
|
7.25K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
143+ 1.39% |
$10.8K - $12K
|
10.4K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.03K- 6.35% |
$380K - $424K
|
74.3K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
175+ 2.41% |
$13.2K - $14.7K
|
7.44K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.09% |
$981 - $1.1K
|
13.8K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-43- 1.38% |
$3.25K - $3.62K
|
3.07K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.04% |
$90.9K - $101K
|
57.7K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
75+ 0.82% |
$5.66K - $6.32K
|
9.19K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-294- 9.17% |
$22.2K - $24.8K
|
2.91K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.34K- 0.93% |
$101K - $112K
|
142K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
263+ 5.43% |
$19.8K - $22.2K
|
5.1K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$75.5 - $84.2
|
232
$18.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 6.66% |
$181K - $202K
|
38.4K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
18.3KNew |
$1.38M - $1.54M
|
18.3K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
537+ 5.8% |
$40.5K - $45.2K
|
9.79K
$793K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
151+ 0.67% |
$11.4K - $12.7K
|
22.7K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.3K+ 78.05% |
$702K - $784K
|
21.2K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
376+ 1.56% |
$28.4K - $31.7K
|
24.5K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
57+ 0.69% |
$4.3K - $4.8K
|
8.36K
$677K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
574+ 8.77% |
$43.3K - $48.4K
|
7.12K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-144- 4.36% |
$10.9K - $12.1K
|
3.16K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-126- 27.88% |
$9.51K - $10.6K
|
326
$26.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-65- 2.09% |
$4.91K - $5.48K
|
3.05K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.77% |
$76.3K - $85.2K
|
3.24K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-9.26K- 10.82% |
$699K - $780K
|
76.3K
$6.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.96K- 5.24% |
$751K - $839K
|
180K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.06K- 3.01% |
$79.6K - $88.9K
|
34K
$2.76M
|