Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
297+ 0.53% |
$22.4K - $25K
|
56.8K
$4.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
274New |
$20.7K - $23.1K
|
274
$22.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
263+ 5.43% |
$19.8K - $22.2K
|
5.1K
$413K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
260New |
$19.6K - $21.9K
|
260
$21K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
258+ 1.47% |
$19.5K - $21.7K
|
17.8K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
248+ 1.81% |
$18.7K - $20.9K
|
14K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
246+ 2.62% |
$18.6K - $20.7K
|
9.62K
$779K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
221+ 3.58% |
$16.7K - $18.6K
|
6.4K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
188+ 1.86% |
$14.2K - $15.8K
|
10.3K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
180+ 3.0% |
$13.6K - $15.2K
|
6.17K
$500K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
180New |
$13.6K - $15.2K
|
180
$14.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
175+ 2.41% |
$13.2K - $14.7K
|
7.44K
$602K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
168New |
$12.7K - $14.2K
|
168
$13.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
166+ 3.49% |
$12.5K - $14K
|
4.92K
$398K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
158New |
$11.9K - $13.3K
|
158
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154New |
$11.6K - $13K
|
154
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
151+ 0.67% |
$11.4K - $12.7K
|
22.7K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
145New |
$10.9K - $12.2K
|
145
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
143+ 1.39% |
$10.8K - $12K
|
10.4K
$846K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$9.74K - $10.9K
|
129
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
114+ 1.06% |
$8.6K - $9.6K
|
10.8K
$878K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
104+ 0.76% |
$7.85K - $8.76K
|
13.8K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102New |
$7.7K - $8.59K
|
102
$8.26K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
96+ 309.68% |
$7.25K - $8.09K
|
127
$10.3K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
93New |
$7.02K - $7.83K
|
93
$7.53K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
78+ 0.73% |
$5.89K - $6.57K
|
10.7K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
75+ 0.82% |
$5.66K - $6.32K
|
9.19K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59+ 0.31% |
$4.45K - $4.97K
|
19.4K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
57+ 0.69% |
$4.3K - $4.8K
|
8.36K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$3.4K - $3.79K
|
45
$3.64K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
41+ 0.08% |
$3.09K - $3.45K
|
50.4K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
40+ 1.48% |
$3.02K - $3.37K
|
2.74K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40+ 0.06% |
$3.02K - $3.37K
|
68.2K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
39+ 177.27% |
$2.94K - $3.29K
|
61
$4.94K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
30+ 11.95% |
$2.26K - $2.53K
|
281
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30+ 0.46% |
$2.26K - $2.53K
|
6.57K
$532K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27+ 0.63% |
$2.04K - $2.27K
|
4.29K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
25New |
$1.89K - $2.11K
|
25
$2.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
20+ 0.3% |
$1.51K - $1.68K
|
6.61K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.73% |
$1.13K - $1.26K
|
2.08K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
11+ 0.22% |
$830 - $927
|
5.05K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$830 - $927
|
4.76K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.31% |
$679 - $758
|
2.87K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9New |
$679 - $758
|
9
$729
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.31% |
$528 - $590
|
2.28K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7+ 0.17% |
$528 - $590
|
4.06K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$302 - $337
|
4
$324
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$226 - $253
|
1.52K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$151 - $168
|
476
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$151 - $168
|
624
$50.5K
|