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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.76K+ 5.52% |
$586K - $654K
|
148K
$12M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.73K+ 19.68% |
$583K - $651K
|
47K
$3.8M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 3.1% |
$549K - $613K
|
242K
$19.6M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.02KNew |
$530K - $592K
|
7.02K
$569K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.02KNew |
$530K - $592K
|
7.02K
$569K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.94K+ 33.57% |
$523K - $584K
|
27.6K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9KNew |
$370K - $413K
|
4.9K
$397K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.81K+ 2.27% |
$363K - $405K
|
216K
$17.5M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.73K+ 29.94% |
$357K - $399K
|
20.5K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.13K+ 3.47% |
$312K - $348K
|
123K
$9.98M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 4.59% |
$292K - $326K
|
88K
$7.12M
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.8K+ 20.94% |
$286K - $320K
|
21.9K
$1.77M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.75K+ 132.74% |
$283K - $316K
|
6.58K
$532K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.55KNew |
$268K - $299K
|
3.55K
$287K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.44K+ 11.81% |
$259K - $289K
|
32.5K
$2.63M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
3.41KNew |
$257K - $287K
|
3.41K
$276K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
3.31K+ 0.95% |
$250K - $279K
|
353K
$28.6M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.67KNew |
$201K - $224K
|
2.67K
$216K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.58K+ 0.75% |
$194K - $217K
|
346K
$28M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 6.66% |
$181K - $202K
|
38.4K
$3.11M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.21K+ 16.04% |
$167K - $186K
|
16K
$1.29M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.16K+ 0.81% |
$163K - $182K
|
268K
$21.7M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.96K+ 73.7% |
$148K - $165K
|
4.63K
$375K
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.3% |
$138K - $154K
|
44.4K
$3.59M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.66K+ 0.61% |
$125K - $140K
|
275K
$22.3M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.39K+ 27.52% |
$105K - $117K
|
6.45K
$522K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 6.83% |
$90.6K - $101K
|
18.8K
$1.52M
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.04K+ 4.36% |
$78.6K - $87.7K
|
24.9K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 3903.85% |
$76.6K - $85.5K
|
1.04K
$84.3K
|
|
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
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
988+ 38.37% |
$74.6K - $83.2K
|
3.56K
$288K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
856+ 4.51% |
$64.6K - $72.1K
|
19.8K
$1.6M
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
855+ 2.96% |
$64.5K - $72K
|
29.7K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
819+ 542.38% |
$61.8K - $69K
|
970
$78.5K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
817New |
$61.7K - $68.8K
|
817
$66.1K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
789+ 13.66% |
$59.5K - $66.5K
|
6.56K
$531K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
733+ 27.4% |
$55.3K - $61.7K
|
3.41K
$276K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
639+ 12.9% |
$48.2K - $53.8K
|
5.59K
$453K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
601+ 0.66% |
$45.4K - $50.6K
|
91.6K
$7.41M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
574+ 8.77% |
$43.3K - $48.4K
|
7.12K
$576K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
563+ 11.27% |
$42.5K - $47.4K
|
5.56K
$450K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
553+ 184.95% |
$41.7K - $46.6K
|
852
$69K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
548+ 2.43% |
$41.4K - $46.2K
|
23.1K
$1.87M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
537+ 5.8% |
$40.5K - $45.2K
|
9.79K
$793K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
516+ 9.78% |
$38.9K - $43.5K
|
5.79K
$469K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
509+ 8.16% |
$38.4K - $42.9K
|
6.75K
$546K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
499New |
$37.7K - $42K
|
499
$40.4K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
393+ 5.41% |
$29.7K - $33.1K
|
7.65K
$620K
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
376+ 1.56% |
$28.4K - $31.7K
|
24.5K
$1.98M
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
364+ 3.28% |
$27.5K - $30.7K
|
11.5K
$929K
|