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 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
58.2KNew |
$3.72M - $4.18M
|
58.2K
$5.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
251New |
$16.1K - $18K
|
251
$21.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64 - $71.9
|
105
$9.08K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 3.74% |
$119K - $134K
|
47.9K
$4.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 7.14% |
$128 - $144
|
26
$2.25K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
212New |
$13.6K - $15.2K
|
212
$18.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-579- 14.63% |
$37K - $41.6K
|
3.38K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
87New |
$5.56K - $6.25K
|
87
$7.53K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29KNew |
$146K - $164K
|
2.29K
$198K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
170+ 3.44% |
$10.7K - $11.7K
|
5.11K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
690+ 8.62% |
$43.4K - $47.5K
|
8.69K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$73.7K - $80.6K
|
1.17K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.69KNew |
$232K - $254K
|
3.69K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.67K- 70.14% |
$105K - $115K
|
710
$61.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$126K - $138K
|
2K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$377 - $413
|
6
$519
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.98KNew |
$187K - $205K
|
2.98K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.47K+ 2.07% |
$92.1K - $101K
|
72.1K
$6.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
208New |
$13.1K - $14.3K
|
208
$18K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209New |
$13.1K - $14.4K
|
209
$18.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.09KNew |
$194K - $213K
|
3.09K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.6KNew |
$1.04M - $1.14M
|
16.6K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$361K - $395K
|
5.74K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 34.68% |
$135K - $148K
|
4.06K
$351K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$97.3K - $106K
|
1.55K
$134K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
49KNew |
$3.08M - $3.37M
|
49K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
14.6K+ 2.73% |
$919K - $1.01M
|
550K
$47.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
903+ 5.96% |
$56.8K - $62.1K
|
16.1K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 2.14% |
$6.66K - $7.29K
|
4.85K
$419K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
289+ 0.62% |
$18.2K - $19.9K
|
47.2K
$4.08M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-90- 98.9% |
$5.66K - $6.19K
|
1
$86.5
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-160- 1.73% |
$10.1K - $11K
|
9.09K
$786K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$6.25K - $7.46K
|
100
$8.65K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
143+ 0.5% |
$8.94K - $10.7K
|
29K
$2.51M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 1400.0% |
$17.5K - $20.9K
|
300
$26K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
311New |
$19.4K - $23.2K
|
311
$26.9K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.19K- 42.52% |
$262K - $313K
|
5.67K
$490K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-91- 47.15% |
$5.69K - $6.79K
|
102
$8.82K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201New |
$12.6K - $15K
|
201
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 135.97% |
$1.19M - $1.41M
|
32.9K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
504+ 11.35% |
$31.5K - $37.6K
|
4.95K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 61.79% |
$75.8K - $90.5K
|
750
$64.9K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
20.6KNew |
$1.29M - $1.54M
|
20.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.9KNew |
$1.87M - $2.23M
|
29.9K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56+ 12.42% |
$3.5K - $4.18K
|
507
$43.9K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.26KNew |
$204K - $243K
|
3.26K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22+ 0.35% |
$1.38K - $1.64K
|
6.36K
$550K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-118- 2.93% |
$7.38K - $8.8K
|
3.91K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$1.44K - $1.72K
|
23
$1.99K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
448New |
$28K - $33.4K
|
448
$38.8K
|
|