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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
212New |
$13.6K - $15.2K
|
212
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
173+ 5.86% |
$11.1K - $12.4K
|
3.12K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
87New |
$5.56K - $6.25K
|
87
$6.75K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.5% |
$64 - $71.9
|
201
$15.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64 - $71.9
|
105
$8.14K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
49KNew |
$3.08M - $3.37M
|
49K
$3.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.6KNew |
$1.04M - $1.14M
|
16.6K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
14.6K+ 2.73% |
$919K - $1.01M
|
550K
$42.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$361K - $395K
|
5.74K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.69KNew |
$232K - $254K
|
3.69K
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.09KNew |
$194K - $213K
|
3.09K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.98KNew |
$187K - $205K
|
2.98K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$126K - $138K
|
2K
$155K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$97.3K - $106K
|
1.55K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.47K+ 2.07% |
$92.1K - $101K
|
72.1K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$73.7K - $80.6K
|
1.17K
$90.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
903+ 5.96% |
$56.8K - $62.1K
|
16.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
690+ 8.62% |
$43.4K - $47.5K
|
8.69K
$674K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
289+ 0.62% |
$18.2K - $19.9K
|
47.2K
$3.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209New |
$13.1K - $14.4K
|
209
$16.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
208New |
$13.1K - $14.3K
|
208
$16.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
170+ 3.44% |
$10.7K - $11.7K
|
5.11K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$377 - $413
|
6
$465
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.9KNew |
$1.87M - $2.23M
|
29.9K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
20.6KNew |
$1.29M - $1.54M
|
20.6K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 135.97% |
$1.19M - $1.41M
|
32.9K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.48KNew |
$218K - $260K
|
3.48K
$270K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.26KNew |
$204K - $243K
|
3.26K
$253K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
448New |
$28K - $33.4K
|
448
$34.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
311New |
$19.4K - $23.2K
|
311
$24.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 1400.0% |
$17.5K - $20.9K
|
300
$23.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
218New |
$13.6K - $16.3K
|
218
$16.9K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201New |
$12.6K - $15K
|
201
$15.6K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
180+ 4.79% |
$11.3K - $13.4K
|
3.94K
$305K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
143+ 0.5% |
$8.94K - $10.7K
|
29K
$2.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$7.82K - $9.33K
|
125
$9.69K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$6.25K - $7.46K
|
100
$7.76K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
68New |
$4.25K - $5.07K
|
68
$5.27K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56+ 12.42% |
$3.5K - $4.18K
|
507
$39.3K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$1.44K - $1.72K
|
23
$1.78K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22+ 0.35% |
$1.38K - $1.64K
|
6.36K
$493K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
169KNew |
$9.95M - $11.6M
|
169K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.7KNew |
$3.58M - $4.16M
|
60.7K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.5KNew |
$2.03M - $2.37M
|
34.5K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$1.23M - $1.43M
|
20.8K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$258K - $300K
|
4.38K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.1KNew |
$242K - $281K
|
4.1K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.51KNew |
$207K - $241K
|
3.51K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$196K - $228K
|
3.33K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$192K - $223K
|
3.25K
$252K
|
|