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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
533+ 1.15% |
$38.3K - $42.6K
|
47.1K
$3.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.21% |
$360 - $399
|
2.34K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.74% |
$72.6K - $80.7K
|
3.24K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17+ 0.25% |
$1.22K - $1.36K
|
6.75K
$558K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-855- 3.8% |
$61.5K - $68.3K
|
21.6K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.11% |
$719 - $799
|
9.27K
$767K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-56- 6.27% |
$4.03K - $4.47K
|
837
$69.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-27- 0.98% |
$1.94K - $2.16K
|
2.73K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 83.9% |
$491K - $545K
|
15K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-220- 36.18% |
$15.8K - $17.6K
|
388
$32.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28.8K+ 28.99% |
$2.07M - $2.3M
|
128K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-595- 15.03% |
$42.8K - $47.5K
|
3.36K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-399- 0.71% |
$28.7K - $31.9K
|
56.1K
$4.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-323- 24.83% |
$23.2K - $25.8K
|
978
$80.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$15.1K - $16.8K
|
210
$17.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.6K+ 5.77% |
$763K - $848K
|
195K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.15K+ 4.06% |
$83K - $92.2K
|
29.6K
$2.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.81K- 7.91% |
$130K - $145K
|
21.1K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.63K- 7.24% |
$117K - $130K
|
20.9K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-395- 3.92% |
$28.4K - $31.5K
|
9.68K
$801K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
554+ 4.99% |
$39.8K - $44.2K
|
11.7K
$964K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273+ 2.64% |
$19.6K - $21.8K
|
10.6K
$879K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.8K+ 5.29% |
$1.35M - $1.5M
|
375K
$31M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-12.9K- 18.13% |
$930K - $1.03M
|
58.4K
$4.83M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$2.3K - $2.56K
|
32
$2.65K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.48K+ 5.32% |
$250K - $278K
|
68.9K
$5.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.88% |
$1.8K - $2K
|
2.8K
$232K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8K+ 488.59% |
$3.08M - $3.33M
|
52.7K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-204- 5.57% |
$14.3K - $15.5K
|
3.46K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 32.3% |
$5.13K - $5.56K
|
299
$24.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.52K- 3.5% |
$177K - $192K
|
69.3K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$3.52K - $3.81K
|
50
$4.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.44K- 42.05% |
$242K - $262K
|
4.75K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.28K- 99.4% |
$301K - $326K
|
26
$2.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$12.3K - $13.3K
|
175
$14.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$330K - $357K
|
4.69K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.85KNew |
$201K - $217K
|
2.85K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-216K- 32.94% |
$15.2M - $16.5M
|
440K
$36.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49Closed |
$3.45K - $3.73K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 20.07% |
$56.3K - $60.9K
|
3.19K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185+ 83.71% |
$13K - $14.1K
|
406
$33.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31New |
$2.18K - $2.36K
|
31
$2.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
644New |
$45.3K - $49K
|
644
$53.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.14K- 96.62% |
$151K - $163K
|
75
$6.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$399K - $432K
|
5.67K
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.84KNew |
$200K - $216K
|
2.84K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$6.05K - $6.55K
|
86
$7.11K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.61KNew |
$183K - $198K
|
2.61K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1KNew |
$77.2K - $83.6K
|
1.1K
$90.8K
|
|