Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
86.6KNew |
$5.79M - $6.88M
|
86.6K
$7.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
64.3K+ 26.37% |
$4.3M - $5.11M
|
308K
$24.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$1.26M - $1.5M
|
18.9K
$1.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.92K+ 18.86% |
$664K - $789K
|
62.5K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.23K+ 38.35% |
$484K - $575K
|
26.1K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.55K+ 6.85% |
$438K - $520K
|
102K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.88K+ 5.89% |
$126K - $149K
|
33.8K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.83K+ 2.26% |
$123K - $146K
|
82.9K
$6.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.5K+ 38.3% |
$100K - $119K
|
5.41K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
971+ 23.42% |
$64.9K - $77.2K
|
5.12K
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
821+ 488.69% |
$54.9K - $65.2K
|
989
$80.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
176+ 1.5% |
$11.8K - $14K
|
11.9K
$965K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
118New |
$7.89K - $9.38K
|
118
$9.55K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$2.74K - $3.26K
|
41
$3.32K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.4% |
$1.4K - $1.67K
|
5.23K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.52% |
$1K - $1.19K
|
2.89K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.04% |
$267 - $318
|
10.8K
$874K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.36% |
$66.9 - $79.5
|
275
$22.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.05% |
$1.81K - $2.15K
|
55.7K
$4.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-49- 0.41% |
$3.28K - $3.89K
|
11.8K
$952K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-158- 5.68% |
$10.6K - $12.6K
|
2.62K
$212K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-180- 0.97% |
$12K - $14.3K
|
18.3K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-241- 1.58% |
$16.1K - $19.2K
|
15K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-252- 1.91% |
$16.9K - $20K
|
12.9K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-280- 3.5% |
$18.7K - $22.3K
|
7.72K
$625K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-348- 8.37% |
$23.3K - $27.7K
|
3.81K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-360- 8.35% |
$24.1K - $28.6K
|
3.95K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-363- 7.38% |
$24.3K - $28.8K
|
4.56K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-399- 40.8% |
$26.7K - $31.7K
|
579
$46.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-569- 1.1% |
$38K - $45.2K
|
51.1K
$4.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-729- 48.28% |
$48.7K - $57.9K
|
781
$63.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-731- 0.61% |
$48.9K - $58.1K
|
119K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.94K- 1.25% |
$130K - $154K
|
154K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.27K- 17.98% |
$152K - $180K
|
10.4K
$838K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.36K- 10.6% |
$158K - $187K
|
19.9K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.69K- 0.67% |
$180K - $214K
|
397K
$32.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.77K- 18.42% |
$252K - $300K
|
16.7K
$1.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.8K- 8.21% |
$321K - $381K
|
53.6K
$4.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4.88K- 24.67% |
$326K - $387K
|
14.9K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.4K- 8.36% |
$826K - $982K
|
135K
$11M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-30.9K- 19.83% |
$2.07M - $2.46M
|
125K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247K- 9.8% |
$16.5M - $19.6M
|
2.27M
$184M
|