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 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2+ 0.04% |
$151 - $168
|
4.63K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.88% |
$75.5 - $84.2
|
114
$9.23K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.52% |
$75.5 - $84.2
|
192
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$75.5 - $84.2
|
216
$17.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$75.5 - $84.2
|
232
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.5 - $84.2
|
6.52K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1- 0.02% |
$75.5 - $84.2
|
4.51K
$365K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 20.0% |
$75.5 - $84.2
|
4
$324
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3- 0.08% |
$226 - $253
|
3.99K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$226 - $253
|
5.73K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.88% |
$377 - $421
|
562
$45.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-5- 0.18% |
$377 - $421
|
2.71K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.22% |
$453 - $505
|
2.7K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-10- 52.63% |
$755 - $842
|
9
$729
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.09% |
$981 - $1.1K
|
13.8K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 0.89% |
$1.28K - $1.43K
|
1.89K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18- 5.83% |
$1.36K - $1.52K
|
291
$23.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-20- 0.58% |
$1.51K - $1.68K
|
3.42K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-20- 0.26% |
$1.51K - $1.68K
|
7.68K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-23- 0.83% |
$1.74K - $1.94K
|
2.73K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.94% |
$1.89K - $2.11K
|
2.65K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-26- 0.22% |
$1.96K - $2.19K
|
11.7K
$945K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-36- 0.79% |
$2.72K - $3.03K
|
4.5K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-38- 0.29% |
$2.87K - $3.2K
|
13.2K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-43- 1.38% |
$3.25K - $3.62K
|
3.07K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-45- 0.99% |
$3.4K - $3.79K
|
4.48K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 0.84% |
$3.55K - $3.96K
|
5.53K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-59- 0.04% |
$4.45K - $4.97K
|
134K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-65- 2.09% |
$4.91K - $5.48K
|
3.05K
$247K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-76- 0.62% |
$5.74K - $6.4K
|
12.2K
$988K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-78- 1.43% |
$5.89K - $6.57K
|
5.38K
$435K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-84- 1.41% |
$6.34K - $7.08K
|
5.89K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-86- 3.04% |
$6.49K - $7.24K
|
2.74K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-86- 0.56% |
$6.49K - $7.24K
|
15.3K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-87- 2.18% |
$6.57K - $7.33K
|
3.91K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-89- 66.42% |
$6.72K - $7.5K
|
45
$3.64K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 50.0% |
$7.55K - $8.42K
|
100
$8.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-109- 6.73% |
$8.23K - $9.18K
|
1.51K
$122K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-115- 3.7% |
$8.68K - $9.69K
|
2.99K
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-117- 4.28% |
$8.83K - $9.86K
|
2.62K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-118- 3.48% |
$8.91K - $9.94K
|
3.28K
$265K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 34.76% |
$9.21K - $10.3K
|
229
$18.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-126- 27.88% |
$9.51K - $10.6K
|
326
$26.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-127- 4.07% |
$9.58K - $10.7K
|
3K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-128- 2.37% |
$9.66K - $10.8K
|
5.28K
$427K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-138- 3.04% |
$10.4K - $11.6K
|
4.4K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-144- 4.36% |
$10.9K - $12.1K
|
3.16K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-149- 1.63% |
$11.2K - $12.6K
|
8.99K
$728K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-168- 3.39% |
$12.7K - $14.2K
|
4.79K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-173- 55.63% |
$13.1K - $14.6K
|
138
$11.2K
|