Latest Institutional Purchases of Spdr S&P 400 Mid Cap Value ETF (MDYV)
This list provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Value ETF (MDYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141KNew |
$11M - $12.3M
|
141K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 403.63% |
$3.47M - $3.86M
|
55.2K
$4.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
32K+ 14.56% |
$2.51M - $2.79M
|
252K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.1KNew |
$2.28M - $2.54M
|
29.1K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28.6K+ 204.34% |
$2.24M - $2.49M
|
42.5K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
22.3KNew |
$1.75M - $1.94M
|
22.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.9K+ 354.45% |
$1.09M - $1.21M
|
17.8K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.18KNew |
$720K - $800K
|
9.18K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.93KNew |
$544K - $604K
|
6.93K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
6.59KNew |
$517K - $575K
|
6.59K
$549K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
6.09K+ 1.63% |
$478K - $531K
|
381K
$31.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.17K+ 20.13% |
$406K - $451K
|
30.9K
$2.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.83K+ 41.46% |
$379K - $421K
|
16.5K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 50.86% |
$364K - $405K
|
13.8K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 31.01% |
$364K - $404K
|
19.6K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 104.34% |
$353K - $392K
|
8.81K
$734K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.16K+ 2.7% |
$326K - $362K
|
158K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.03KNew |
$316K - $352K
|
4.03K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.44KNew |
$270K - $300K
|
3.44K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$249K - $277K
|
3.18K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.97K+ 48.18% |
$233K - $259K
|
9.14K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.58K+ 30.2% |
$202K - $225K
|
11.1K
$926K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.45K+ 11666.67% |
$192K - $214K
|
2.47K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 6.48% |
$188K - $208K
|
39.3K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.36K+ 44.51% |
$185K - $206K
|
7.66K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.31K+ 0.85% |
$181K - $202K
|
274K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.17K+ 35.29% |
$170K - $189K
|
8.31K
$692K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.86K+ 2.7% |
$146K - $162K
|
70.7K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 5.25% |
$134K - $149K
|
34.3K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.7K+ 0.81% |
$133K - $148K
|
211K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.49K+ 12.89% |
$117K - $130K
|
13.1K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.32K+ 9.98% |
$103K - $115K
|
14.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 12.16% |
$101K - $113K
|
11.9K
$993K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 23.05% |
$96.1K - $107K
|
6.54K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.15K+ 8.94% |
$90K - $100K
|
14K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 2.87% |
$78.7K - $87.5K
|
36K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
981+ 21.92% |
$76.9K - $85.5K
|
5.46K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
804+ 2.72% |
$63.1K - $70.1K
|
30.4K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
782+ 93.43% |
$61.3K - $68.2K
|
1.62K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
615+ 13.19% |
$48.2K - $53.6K
|
5.28K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
599+ 2.57% |
$47K - $52.2K
|
23.9K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
586+ 0.85% |
$46K - $51.1K
|
69.7K
$5.81M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
573+ 4.35% |
$44.9K - $49.9K
|
13.7K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$44.3K - $49.3K
|
565
$47.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
480+ 0.49% |
$37.6K - $41.8K
|
97.8K
$8.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
360+ 3.05% |
$28.2K - $31.4K
|
12.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
357+ 12.12% |
$28K - $31.1K
|
3.3K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 996.88% |
$25K - $27.8K
|
351
$29.3K
|