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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.86KNew |
$422K - $468K
|
5.86K
$475K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.75KNew |
$342K - $380K
|
4.75K
$385K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.09K+ 19.73% |
$294K - $326K
|
24.8K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.71KNew |
$195K - $217K
|
2.71K
$220K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.63KNew |
$189K - $210K
|
2.63K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$183K - $203K
|
2.55K
$206K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.41K+ 28.39% |
$173K - $193K
|
10.9K
$883K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
398New |
$28.6K - $31.8K
|
398
$32.2K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
364+ 4.56% |
$26.2K - $29.1K
|
8.35K
$676K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
266New |
$19.1K - $21.2K
|
266
$21.5K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$15.1K - $16.8K
|
210
$17K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
118+ 0.24% |
$8.48K - $9.42K
|
49.9K
$4.04M
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
84+ 0.8% |
$6.04K - $6.71K
|
10.6K
$854K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74+ 1.11% |
$5.32K - $5.91K
|
6.74K
$545K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
55New |
$3.95K - $4.39K
|
55
$4.45K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.24K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$2.88K - $3.19K
|
40
$3.24K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$330K - $357K
|
4.69K
$380K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.85KNew |
$201K - $217K
|
2.85K
$231K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.84KNew |
$200K - $216K
|
2.84K
$230K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.61KNew |
$183K - $198K
|
2.61K
$211K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.47KNew |
$174K - $188K
|
2.47K
$200K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1KNew |
$77.2K - $83.6K
|
1.1K
$88.9K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
970+ 1259.74% |
$68.2K - $73.9K
|
1.05K
$84.8K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
644New |
$45.3K - $49K
|
644
$52.1K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
230New |
$16.2K - $17.5K
|
230
$18.6K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
223New |
$15.7K - $17K
|
223
$18.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185+ 83.71% |
$13K - $14.1K
|
406
$32.9K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
175New |
$12.3K - $13.3K
|
175
$14.2K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
170New |
$12K - $12.9K
|
170
$13.8K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
160New |
$11.3K - $12.2K
|
160
$13K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$6.05K - $6.55K
|
86
$6.96K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$3.52K - $3.81K
|
50
$4.05K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$1.27K - $1.37K
|
18
$1.46K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.4KNew |
$944K - $1.02M
|
13.4K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.93KNew |
$487K - $526K
|
6.93K
$561K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.61KNew |
$324K - $351K
|
4.61K
$373K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.27KNew |
$300K - $324K
|
4.27K
$345K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.75K+ 69.69% |
$193K - $209K
|
6.69K
$541K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.16KNew |
$152K - $164K
|
2.16K
$175K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
369New |
$25.9K - $28K
|
369
$29.9K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
305New |
$21.4K - $23.2K
|
305
$24.7K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
259+ 3.64% |
$18.2K - $19.7K
|
7.38K
$597K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
190New |
$13.4K - $14.4K
|
190
$15.4K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
177New |
$12.4K - $13.5K
|
177
$14.3K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
147New |
$10.3K - $11.2K
|
147
$11.9K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
107+ 1.48% |
$7.52K - $8.13K
|
7.35K
$595K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
97New |
$6.82K - $7.37K
|
97
$7.85K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71New |
$4.99K - $5.4K
|
71
$5.75K
|