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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$83.4K - $92.7K
|
1.06K
$88.7K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.78K+ 94.09% |
$532K - $591K
|
14K
$1.17M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
332New |
$26K - $28.9K
|
332
$27.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
310New |
$24.3K - $27K
|
310
$25.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-993- 12.49% |
$77.9K - $86.6K
|
6.96K
$581K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.33KNew |
$261K - $290K
|
3.33K
$278K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24K+ 610.07% |
$1.88M - $2.09M
|
27.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.6% |
$392 - $436
|
842
$70.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$92.8K - $103K
|
1.18K
$98.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64KNew |
$207K - $230K
|
2.64K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.49K - $1.66K
|
19
$1.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-281- 95.25% |
$22K - $24.5K
|
14
$1.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$220K - $244K
|
2.8K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.5KNew |
$196K - $217K
|
2.5K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
96New |
$7.53K - $8.37K
|
96
$8.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
64.3KNew |
$5.04M - $5.61M
|
64.3K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.24K+ 85.74% |
$254K - $283K
|
7.02K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 9.44% |
$3.06K - $3.4K
|
452
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.72KNew |
$213K - $237K
|
2.72K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
452New |
$35.5K - $39.4K
|
452
$37.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
276New |
$21.6K - $24.1K
|
276
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
108New |
$8.47K - $9.41K
|
108
$9.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.67% |
$89.8K - $99.8K
|
69.6K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 1.02% |
$81.4K - $90.5K
|
102K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-249- 6.83% |
$19.5K - $21.7K
|
3.4K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$61.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155New |
$12.2K - $13.5K
|
155
$12.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.78% |
$3.53K - $3.92K
|
5.7K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 44.25% |
$3.92K - $4.36K
|
63
$5.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 403.63% |
$3.47M - $3.86M
|
55.2K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 4.0% |
$23.5K - $26.2K
|
7.8K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$78.4 - $87.2
|
1
$83.5
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.77% |
$7.84K - $8.72K
|
5.76K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
218New |
$17.1K - $19K
|
218
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.16K- 5.63% |
$248K - $275K
|
53K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.03KNew |
$316K - $352K
|
4.03K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$249K - $277K
|
3.18K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 1.8% |
$1.18K - $1.31K
|
818
$68.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$157 - $174
|
588
$49.1K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
21.2KNew |
$1.52M - $1.69M
|
21.2K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
398New |
$28.6K - $31.8K
|
398
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-21.8K- 83.3% |
$1.57M - $1.74M
|
4.38K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.09K+ 19.73% |
$294K - $326K
|
24.8K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$195K - $217K
|
2.71K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
55New |
$3.95K - $4.39K
|
55
$4.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.63KNew |
$189K - $210K
|
2.63K
$220K
|
|