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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.33K- 29.99% |
$239K - $266K
|
7.77K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.4K- 10.18% |
$245K - $272K
|
30K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.88K- 57.66% |
$279K - $309K
|
2.85K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.88K- 30.78% |
$351K - $389K
|
11K
$910K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 44.25% |
$360K - $399K
|
6.3K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.11K- 4.02% |
$367K - $408K
|
122K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.13K- 17.78% |
$369K - $410K
|
23.7K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.35K- 8.3% |
$385K - $427K
|
59.1K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.52K- 50.72% |
$397K - $441K
|
5.36K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 19.07% |
$410K - $455K
|
24.2K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.98K- 59.24% |
$430K - $478K
|
4.12K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.42K- 6.05% |
$462K - $513K
|
99.8K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.9K- 9.51% |
$496K - $551K
|
65.7K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.58K- 1.32% |
$545K - $605K
|
566K
$46.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.76K- 68.15% |
$558K - $620K
|
3.63K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.2K- 67.07% |
$590K - $655K
|
4.03K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-9.31K- 1.58% |
$670K - $744K
|
581K
$48.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-11.5K- 66.47% |
$828K - $919K
|
5.81K
$482K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-12.9K- 18.13% |
$930K - $1.03M
|
58.4K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 41.11% |
$1.27M - $1.41M
|
25.2K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-21.8K- 83.3% |
$1.57M - $1.74M
|
4.38K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 27.53% |
$1.6M - $1.78M
|
58.7K
$4.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24.7K- 67.72% |
$1.78M - $1.97M
|
11.8K
$977K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-31.8K- 57.11% |
$2.29M - $2.54M
|
23.9K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-35.6K- 6.62% |
$2.56M - $2.85M
|
503K
$41.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.3K- 3.02% |
$2.61M - $2.9M
|
1.17M
$96.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-48.5K- 26.52% |
$3.49M - $3.87M
|
134K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-58.6K- 24.72% |
$4.21M - $4.68M
|
178K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-89.6K- 41.28% |
$6.44M - $7.15M
|
127K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-113K- 45.65% |
$8.14M - $9.04M
|
135K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-318K- 18.64% |
$22.9M - $25.4M
|
1.39M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-464K- 98.74% |
$33.3M - $37M
|
5.92K
$491K
|