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 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$75.5 - $84.2
|
216
$17.5K
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.5 - $84.2
|
6.52K
$528K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$75.5 - $84.2
|
192
$15.5K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$75.5 - $84.2
|
232
$18.8K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
64.3KNew |
$5.04M - $5.61M
|
64.3K
$5.21M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 403.63% |
$3.47M - $3.86M
|
55.2K
$4.47M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 36.53% |
$2.47M - $2.75M
|
118K
$9.53M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24K+ 610.07% |
$1.88M - $2.09M
|
27.9K
$2.26M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.93KNew |
$544K - $604K
|
6.93K
$561K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.78K+ 94.09% |
$532K - $591K
|
14K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.05KNew |
$474K - $527K
|
6.05K
$490K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.03KNew |
$316K - $352K
|
4.03K
$327K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.33KNew |
$261K - $290K
|
3.33K
$269K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.24K+ 85.74% |
$254K - $283K
|
7.02K
$569K
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$249K - $277K
|
3.18K
$257K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 25.25% |
$233K - $259K
|
14.7K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$220K - $244K
|
2.8K
$227K
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.72KNew |
$213K - $237K
|
2.72K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.64KNew |
$207K - $230K
|
2.64K
$214K
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.5KNew |
$196K - $217K
|
2.5K
$202K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 5.25% |
$134K - $149K
|
34.3K
$2.78M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$92.8K - $103K
|
1.18K
$95.8K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.67% |
$89.8K - $99.8K
|
69.6K
$5.64M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.06KNew |
$83.4K - $92.7K
|
1.06K
$86K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 1.02% |
$81.4K - $90.5K
|
102K
$8.29M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
741New |
$58.1K - $64.6K
|
741
$60K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$44.3K - $49.3K
|
565
$45.7K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462+ 247.06% |
$36.2K - $40.3K
|
649
$52.5K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
452New |
$35.5K - $39.4K
|
452
$36.6K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
332New |
$26K - $28.9K
|
332
$26.9K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
310New |
$24.3K - $27K
|
310
$25.1K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 4.0% |
$23.5K - $26.2K
|
7.8K
$631K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
276New |
$21.6K - $24.1K
|
276
$22.3K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
218New |
$17.1K - $19K
|
218
$17.6K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
155New |
$12.2K - $13.5K
|
155
$12.5K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
108New |
$8.47K - $9.41K
|
108
$8.74K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.77% |
$7.84K - $8.72K
|
5.76K
$467K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
96New |
$7.53K - $8.37K
|
96
$7.77K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39+ 9.44% |
$3.06K - $3.4K
|
452
$36.6K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
25New |
$1.96K - $2.18K
|
25
$2.02K
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.49K - $1.66K
|
19
$1.54K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 18.75% |
$941 - $1.05K
|
76
$6.15K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.6% |
$392 - $436
|
842
$68.2K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$157 - $174
|
588
$47.6K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.67% |
$78.4 - $87.2
|
151
$12.2K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$78.4 - $87.2
|
1
$81
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
21.2KNew |
$1.52M - $1.69M
|
21.2K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10.8KNew |
$778K - $864K
|
10.8K
$875K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 6.48% |
$687K - $763K
|
157K
$12.7M
|