Purchases and Sales Made in Q1 2024 in Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
722K+ 15.99% |
$50.7M - $54.9M
|
5.24M
$421M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
375K+ 242.05% |
$26.3M - $28.5M
|
529K
$42.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
219K+ 10210.36% |
$15.4M - $16.6M
|
221K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
193K+ 460.42% |
$13.5M - $14.6M
|
234K
$18.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115K+ 292.94% |
$8.07M - $8.72M
|
154K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73.2K+ 493.31% |
$5.14M - $5.56M
|
88K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.7K+ 42.77% |
$3.71M - $4.01M
|
176K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50KNew |
$3.52M - $3.8M
|
50K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
49.9KNew |
$3.5M - $3.79M
|
49.9K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.2K+ 11.14% |
$2.47M - $2.67M
|
351K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
30.4K+ 3.93% |
$2.14M - $2.31M
|
804K
$64.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$2.01M - $2.18M
|
28.6K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.5K+ 54.05% |
$1.58M - $1.71M
|
64.2K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
20K+ 3.1% |
$1.41M - $1.52M
|
665K
$53.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.8K+ 23.12% |
$1.18M - $1.28M
|
89.5K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2K+ 247.09% |
$1.07M - $1.16M
|
21.4K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.4KNew |
$944K - $1.02M
|
13.4K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.7K+ 368.36% |
$889K - $962K
|
16.1K
$1.29M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
11.9KNew |
$835K - $903K
|
11.9K
$954K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$778K - $842K
|
11.1K
$889K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 9.08% |
$769K - $831K
|
131K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.6K+ 6.94% |
$748K - $809K
|
164K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$729K - $788K
|
10.4K
$833K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.6K+ 12.97% |
$675K - $730K
|
83.6K
$6.71M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.55K+ 2.06% |
$671K - $726K
|
474K
$38M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9.51K+ 5.69% |
$669K - $723K
|
177K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.92KNew |
$557K - $602K
|
7.92K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.7K+ 3.78% |
$541K - $585K
|
211K
$17M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.64K+ 1.18% |
$537K - $580K
|
657K
$52.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.41KNew |
$520K - $563K
|
7.41K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.93KNew |
$487K - $526K
|
6.93K
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
6.5K+ 1.9% |
$457K - $494K
|
349K
$28.1M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.46K+ 3.18% |
$454K - $491K
|
210K
$16.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.96KNew |
$419K - $453K
|
5.96K
$479K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.11KNew |
$359K - $388K
|
5.11K
$410K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.74K+ 26.08% |
$333K - $360K
|
22.9K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.69K+ 8.09% |
$329K - $356K
|
62.6K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.61KNew |
$324K - $351K
|
4.61K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.57KNew |
$321K - $347K
|
4.57K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.5K+ 3.2% |
$316K - $342K
|
145K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.27KNew |
$300K - $324K
|
4.27K
$343K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.25K+ 19.34% |
$298K - $323K
|
26.2K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.22KNew |
$296K - $321K
|
4.22K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 50.3% |
$278K - $300K
|
11.8K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.86K+ 11.78% |
$271K - $293K
|
36.6K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.72K+ 1.64% |
$262K - $283K
|
231K
$18.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.64K+ 1.39% |
$256K - $277K
|
266K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.64KNew |
$256K - $277K
|
3.64K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.38KNew |
$237K - $257K
|
3.38K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.2KNew |
$225K - $243K
|
3.2K
$257K
|