Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451K+ 7.63% |
$32.4M - $36M
|
6.36M
$528M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
450K+ 2202.92% |
$32.4M - $36M
|
471K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
119K+ 69.19% |
$8.57M - $9.52M
|
291K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
101KNew |
$7.29M - $8.1M
|
101K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69.5K+ 20.58% |
$5M - $5.55M
|
407K
$33.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
58.3KNew |
$4.19M - $4.66M
|
58.3K
$4.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
50.4KNew |
$3.62M - $4.02M
|
50.4K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.1K+ 53.94% |
$2.67M - $2.96M
|
106K
$8.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28.8K+ 28.99% |
$2.07M - $2.3M
|
128K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
23.3KNew |
$1.67M - $1.86M
|
23.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.1K+ 23.17% |
$1.66M - $1.85M
|
123K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
21.6K+ 9.47% |
$1.55M - $1.73M
|
250K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
21.2KNew |
$1.52M - $1.69M
|
21.2K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
19.8K+ 6.05% |
$1.42M - $1.58M
|
346K
$28.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.8K+ 5.29% |
$1.35M - $1.5M
|
375K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 9.82% |
$1.27M - $1.42M
|
198K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.7K+ 85.62% |
$1.27M - $1.41M
|
38.4K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 3.64% |
$1.13M - $1.26M
|
449K
$37.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
14.9K+ 2.21% |
$1.07M - $1.19M
|
691K
$57.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.8K+ 2.66% |
$1.06M - $1.18M
|
570K
$47.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 2.88% |
$963K - $1.07M
|
478K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.6K+ 4.67% |
$904K - $1M
|
282K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.5K+ 28.15% |
$896K - $996K
|
56.8K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.2KNew |
$879K - $976K
|
12.2K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 2.2% |
$869K - $965K
|
561K
$46.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10.8KNew |
$778K - $864K
|
10.8K
$897K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.6K+ 5.77% |
$763K - $848K
|
195K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10KNew |
$719K - $799K
|
10K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 6.48% |
$687K - $763K
|
157K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.2K+ 124.47% |
$661K - $735K
|
16.6K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.54K+ 3.55% |
$542K - $602K
|
220K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.32K+ 4.23% |
$526K - $585K
|
180K
$15M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.83K+ 83.9% |
$491K - $545K
|
15K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.18K+ 21.44% |
$444K - $493K
|
35K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.17KNew |
$444K - $493K
|
6.17K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6K+ 2.67% |
$431K - $479K
|
230K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.86KNew |
$422K - $468K
|
5.86K
$487K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.5K+ 3.32% |
$395K - $439K
|
171K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.3KNew |
$381K - $423K
|
5.3K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 8.14% |
$352K - $391K
|
65.1K
$5.4M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.75KNew |
$342K - $380K
|
4.75K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.67K+ 1.66% |
$336K - $373K
|
285K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.54K+ 296.99% |
$327K - $363K
|
6.07K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.53K+ 98.72% |
$326K - $362K
|
9.13K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 4.21% |
$321K - $357K
|
111K
$9.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.4K+ 2.23% |
$317K - $352K
|
202K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.22K+ 1.58% |
$304K - $337K
|
271K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.09K+ 62.57% |
$294K - $327K
|
10.6K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.09K+ 19.73% |
$294K - $326K
|
24.8K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.78KNew |
$272K - $302K
|
3.78K
$314K
|