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 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$288 - $319
|
1.6K
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.45% |
$144 - $160
|
450
$35.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$144 - $160
|
472
$37.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.34% |
$144 - $160
|
586
$46.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$144 - $160
|
618
$49.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.67% |
$71.9 - $79.9
|
150
$12K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.89% |
$71.9 - $79.9
|
113
$9.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.67% |
$71.9 - $79.9
|
150
$12K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.44% |
$71.9 - $79.9
|
230
$18.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.37% |
$71.9 - $79.9
|
273
$21.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$71.9 - $79.9
|
214
$17.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 16.67% |
$71.9 - $79.9
|
5
$399
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.21% |
$360 - $399
|
2.34K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 0.95% |
$575 - $639
|
833
$66.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 0.41% |
$575 - $639
|
1.94K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-22- 0.3% |
$1.58K - $1.76K
|
7.26K
$580K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24- 0.53% |
$1.73K - $1.92K
|
4.48K
$357K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.88% |
$1.8K - $2K
|
2.8K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-27- 0.98% |
$1.94K - $2.16K
|
2.73K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 0.1% |
$2.09K - $2.32K
|
29K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-33- 0.07% |
$2.37K - $2.64K
|
50.2K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.43% |
$2.44K - $2.72K
|
7.95K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 0.41% |
$2.52K - $2.8K
|
8.49K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-40- 0.28% |
$2.88K - $3.19K
|
14.4K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-42- 0.23% |
$3.02K - $3.35K
|
18K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-51- 31.1% |
$3.67K - $4.07K
|
113
$9.02K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-56- 6.27% |
$4.03K - $4.47K
|
837
$66.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 2.88% |
$5.03K - $5.59K
|
2.36K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-72- 2.25% |
$5.18K - $5.75K
|
3.13K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-92- 1.67% |
$6.61K - $7.35K
|
5.41K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-98- 3.36% |
$7.05K - $7.83K
|
2.82K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-100- 0.86% |
$7.19K - $7.99K
|
11.6K
$925K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-124- 3.06% |
$8.92K - $9.9K
|
3.92K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-124- 3.86% |
$8.92K - $9.9K
|
3.09K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-135- 1.13% |
$9.71K - $10.8K
|
11.8K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-204- 2.86% |
$14.7K - $16.3K
|
6.93K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-216- 3.35% |
$15.5K - $17.2K
|
6.23K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-220- 36.18% |
$15.8K - $17.6K
|
388
$31K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-251- 9.98% |
$18K - $20K
|
2.26K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-259- 5.24% |
$18.6K - $20.7K
|
4.68K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-264- 1.52% |
$19K - $21.1K
|
17.1K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-273- 1.81% |
$19.6K - $21.8K
|
14.8K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-300- 28.3% |
$21.6K - $24K
|
760
$60.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-302- 4.55% |
$21.7K - $24.1K
|
6.33K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-303- 0.08% |
$21.8K - $24.2K
|
359K
$28.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-308- 0.09% |
$22.1K - $24.6K
|
345K
$27.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-317- 9.6% |
$22.8K - $25.3K
|
2.98K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-323- 24.83% |
$23.2K - $25.8K
|
978
$78.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-327- 0.2% |
$23.5K - $26.1K
|
163K
$13M
|