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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-330- 4.21% |
$23.7K - $26.4K
|
7.5K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-377- 7.2% |
$27.1K - $30.1K
|
4.86K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-381- 7.13% |
$27.4K - $30.4K
|
4.96K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-388- 42.17% |
$27.9K - $31K
|
532
$42.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-395- 3.92% |
$28.4K - $31.5K
|
9.68K
$773K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-399- 0.71% |
$28.7K - $31.9K
|
56.1K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-440- 7.64% |
$31.6K - $35.1K
|
5.32K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-455- 0.72% |
$32.7K - $36.3K
|
62.6K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-501- 0.75% |
$36K - $40K
|
66.7K
$5.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-526- 14.34% |
$37.8K - $42K
|
3.14K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-552- 4.45% |
$39.7K - $44.1K
|
11.8K
$946K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-558- 8.85% |
$40.1K - $44.6K
|
5.75K
$459K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-562- 0.81% |
$40.4K - $44.9K
|
69.1K
$5.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-568- 2.86% |
$40.8K - $45.4K
|
19.3K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-572- 3.14% |
$41.1K - $45.7K
|
17.7K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-595- 15.03% |
$42.8K - $47.5K
|
3.36K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-607- 1.0% |
$43.6K - $48.5K
|
60K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-648- 9.55% |
$46.6K - $51.7K
|
6.14K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-653- 1.46% |
$47K - $52.1K
|
44.2K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-793- 6.87% |
$57K - $63.3K
|
10.8K
$859K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-803- 1.0% |
$57.7K - $64.1K
|
79.1K
$6.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-841- 0.45% |
$60.5K - $67.2K
|
185K
$14.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-843- 1.37% |
$60.6K - $67.3K
|
60.9K
$4.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-855- 3.8% |
$61.5K - $68.3K
|
21.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-896- 1.11% |
$64.4K - $71.6K
|
80K
$6.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-944- 19.59% |
$67.9K - $75.4K
|
3.88K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-955- 2.06% |
$68.7K - $76.3K
|
45.4K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-969- 12.0% |
$69.7K - $77.4K
|
7.1K
$567K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-969- 6.83% |
$69.7K - $77.4K
|
13.2K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 0.69% |
$71.7K - $79.6K
|
143K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.01K- 23.74% |
$72.6K - $80.7K
|
3.24K
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 6.19% |
$73.6K - $81.8K
|
15.5K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.09K- 8.6% |
$78.5K - $87.2K
|
11.6K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 1.6% |
$82.9K - $92.1K
|
70.8K
$5.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 1.63% |
$101K - $112K
|
84.9K
$6.78M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.51K- 0.7% |
$109K - $121K
|
215K
$17.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.63K- 7.24% |
$117K - $130K
|
20.9K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 20.27% |
$127K - $141K
|
6.96K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.81K- 7.91% |
$130K - $145K
|
21.1K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.92K- 1.09% |
$138K - $153K
|
174K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 2.94% |
$142K - $158K
|
65.2K
$5.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 1.92% |
$147K - $163K
|
104K
$8.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 21.49% |
$172K - $191K
|
8.75K
$699K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.41K- 11.82% |
$173K - $192K
|
18K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.46K- 26.43% |
$177K - $196K
|
6.84K
$546K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.63K- 2.63% |
$189K - $210K
|
97.3K
$7.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.88K- 1.36% |
$207K - $230K
|
210K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.93K- 14.55% |
$210K - $234K
|
17.2K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 9.74% |
$234K - $260K
|
30.2K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.33K- 29.99% |
$239K - $266K
|
7.77K
$620K
|