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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-654- 0.72% |
$46K - $49.7K
|
90.2K
$6.99M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-663- 4.33% |
$46.6K - $50.4K
|
14.7K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-666- 17.38% |
$46.8K - $50.6K
|
3.17K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-717- 0.51% |
$50.4K - $54.5K
|
140K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-733- 12.75% |
$51.5K - $55.7K
|
5.02K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-770- 19.59% |
$54.1K - $58.5K
|
3.16K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-799- 22.76% |
$56.2K - $60.7K
|
2.71K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-899- 1.42% |
$63.2K - $68.3K
|
62.6K
$4.85M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-938- 1.91% |
$65.9K - $71.3K
|
48.3K
$3.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-992- 6.0% |
$69.7K - $75.4K
|
15.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1K- 6.91% |
$70.3K - $76K
|
13.5K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 3.43% |
$70.4K - $76.1K
|
28.2K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.1K- 1.71% |
$77.6K - $83.9K
|
63.3K
$4.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.62% |
$80.2K - $86.7K
|
30.4K
$2.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.22K- 5.0% |
$85.4K - $92.3K
|
23.1K
$1.79M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.28K- 8.69% |
$90.1K - $97.4K
|
13.5K
$1.05M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.4K- 8.78% |
$98.7K - $107K
|
14.6K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.41K- 3.63% |
$99.3K - $107K
|
37.5K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.57K- 19.83% |
$110K - $119K
|
6.36K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.65K- 7.38% |
$116K - $125K
|
20.7K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.65K- 31.09% |
$116K - $125K
|
3.66K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 2.51% |
$120K - $130K
|
66.4K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.72K- 20.66% |
$121K - $130K
|
6.59K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.74K- 4.87% |
$122K - $132K
|
34K
$2.64M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.89K- 9.84% |
$133K - $143K
|
17.3K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-2K- 23.16% |
$141K - $152K
|
6.64K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.04K- 0.77% |
$143K - $155K
|
264K
$20.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 10.11% |
$148K - $160K
|
18.8K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.14K- 36.84% |
$150K - $162K
|
3.66K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.18K- 9.77% |
$153K - $166K
|
20.1K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 2.47% |
$188K - $204K
|
106K
$8.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.89K- 1.06% |
$203K - $220K
|
270K
$20.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.93K- 22.09% |
$206K - $223K
|
10.3K
$801K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3K- 43.32% |
$211K - $228K
|
3.93K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.12K- 1.65% |
$220K - $237K
|
187K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.15K- 18.59% |
$222K - $240K
|
13.8K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.22K- 99.57% |
$226K - $244K
|
14
$1.09K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.69K- 24.16% |
$259K - $280K
|
11.6K
$898K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.73K- 2.41% |
$262K - $284K
|
151K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.8K- 1.09% |
$267K - $289K
|
346K
$26.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.97K- 3.73% |
$279K - $302K
|
102K
$7.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4K- 0.71% |
$281K - $304K
|
560K
$43.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.04K- 82.28% |
$284K - $307K
|
869
$67.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.19K- 20.12% |
$295K - $318K
|
16.6K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.26K- 42.31% |
$299K - $323K
|
5.8K
$450K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.46K- 1.82% |
$314K - $339K
|
241K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.02K- 11.84% |
$353K - $381K
|
37.4K
$2.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.03K- 42.19% |
$353K - $382K
|
6.89K
$534K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.27K- 99.08% |
$370K - $400K
|
49
$3.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.31K- 70.12% |
$374K - $404K
|
2.26K
$176K
|