MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF - Institutionellt ägande - Säljare

SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
US ˙ ARCA ˙ US78464A8392

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-30 13F Wallace Advisory Group, LLC 4 242 −3,53 327 −7,39
2025-08-05 13F Burney Co/ 2 586 −24,16 205 −21,76
2025-08-05 13F Strategic Financial Concepts, LLC 6 105 −1,10 485 1,89
2025-08-14 13F German American Bancorp, Inc. 2 567 −9,07 204 −6,45
2025-05-02 13F BIP Wealth, LLC 0 −100,00 0
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 1 871 −0,80 149 2,07
2025-08-19 13F Asset Dedication, LLC 222 564 −1,53 17 678 1,52
2025-07-24 13F JNBA Financial Advisors 108 014 −8,32 8 580 −5,49
2025-08-05 13F GPS Wealth Strategies Group, LLC 120 −48,28 10 −47,06
2025-08-07 13F Apeiron RIA LLC 4 308 −4,31 342 −1,16
2025-05-09 13F PrairieView Partners, LLC 0 −100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 781 −48,28 62 −46,55
2025-07-29 13F Orin Green Financial, LLC 5 841 −0,87 464 12,38
2025-07-17 13F Smith Anglin Financial, LLC 18 530 −7,65 1 472 −4,85
2025-08-08 13F Gts Securities Llc 3 440 −87,84 273 −87,47
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-07-17 13F Centennial Wealth Advisory LLC 4 231 −3,56 337 −0,30
2025-07-24 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 16 −36,00 1 0,00
2025-07-21 13F Crews Bank & Trust 300 −46,90 24 −46,51
2025-07-16 13F Essex Financial Services, Inc. 0 −100,00 0
2025-08-07 13F Allworth Financial LP 12 785 −7,65 1 015 −0,68
2025-07-18 13F Truist Financial Corp 21 005 −23,88 1 668 −21,54
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-14 13F ABLE Financial Group, LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 246 184 −5,69 19 554 −2,77
2025-08-01 13F Centerpoint Advisors, LLC 3 774 −3,82 0
2025-08-15 13F Kestra Advisory Services, LLC 19 368 −89,55 1 538 −89,23
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 16 667 −12,40 1 284 −15,80
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-05-14 13F Note Advisors, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 5 418 −1,94 430 1,18
2025-07-15 13F McAdam, LLC 153 601 −1,25 12 201 1,80
2025-08-11 13F Western Wealth Management, LLC 2 655 −42,64 211 −41,01
2025-08-08 13F Bailard, Inc. 48 289 −1,86 3 836 1,16
2025-08-27 13F/A Brinker Capital Investments, LLC 14 192 −14,85 1 127 −12,23
2025-08-14 13F Financial Engines Advisors L.L.C. 1 287 112 −0,29 102 235 2,79
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 12 953 −12,15 1 029 −13,03
2025-08-08 13F Meridian Wealth Management, LLC 5 579 −2,58 443 0,45
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-04-17 13F Nbt Bank N A /ny 0 −100,00 0
2025-07-29 13F Lutz Financial Services LLC 701 235 −0,39 55 699 2,69
2025-04-24 13F Beacon Financial Advisory LLC 0 −100,00 0
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 3 812 −8,37 303 −5,62
2025-07-22 13F Sage Financial Group Inc 76 149 −0,29 6 049 2,79
2025-08-13 13F My Purposeful Wealth Corp. 21 628 −1,33 1 719 1,84
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 23 184 −2,64 1 842 0,38
2025-08-06 13F Rialto Wealth Management, LLC 33 429 −1,80 2 655 1,26
2025-07-22 13F Belpointe Asset Management LLC 6 210 −11,58 493 −8,87
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-04-22 13F Breakthru Advisory Services, Llc 0 −100,00 0
2025-08-13 13F KDK Private Wealth Management, LLC 3 245 −0,95 258 1,98
2025-05-12 13F Oak Harbor Wealth Partners, Llc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 3 081 −3,39 245 −0,41
2025-08-13 13F Brown Advisory Inc 4 230 −5,62 336 −2,90
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 5 915 −7,51 470 −4,67
2025-08-15 13F Tower Research Capital LLC (TRC) 3 532 −75,23 281 −74,50
2025-08-13 13F Measured Wealth Private Client Group, LLC 3 984 −0,05 316 2,93
2025-04-11 13F CMC Financial Group 0 −100,00 0
2025-07-02 13F Michael S. Ryan, Inc. 124 943 −19,83 9 924 −17,36
2025-05-15 13F Baird Financial Group, Inc. 0 −100,00 0
2025-04-30 13F Stratos Wealth Partners, LTD. 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 5 025 −2,35 387 5,18
2025-08-12 13F Manchester Capital Management LLC 28 −87,72 2 −88,24
2025-07-22 13F Alta Wealth Advisors LLC 3 391 −0,93 269 2,28
2025-07-11 13F Rockwood Wealth Management, LLC 2 624 −5,68 208 −2,80
2025-08-01 13F Envestnet Asset Management Inc 49 746 −84,89 3 951 −84,42
2025-07-15 13F Signet Financial Management, Llc 135 364 −8,36 10 752 −5,54
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 59 743 −0,70 4 745 2,37
2025-07-11 13F Farther Finance Advisors, LLC 19 906 −10,60 1 581 −8,03
2025-07-25 13F Lodestar Private Asset Management Llc 31 805 −1,79 2 526 1,24
2025-08-08 13F Omega Financial Group, LLC 19 734 −0,57 1 567 2,49
2025-08-11 13F Portside Wealth Group, LLC 9 593 −2,02 762 0,93
2025-08-13 13F Certior Financial Group, Llc 3 101 −5,83 246 −2,77
2025-07-17 13F KWB Wealth 117 493 −34,76 9 053 −37,33
2025-08-04 13F IFG Advisory, LLC 9 444 −46,88 750 −45,22
2025-07-03 13F Collective Family Office Llc 18 315 −0,97 1 455 2,04
2025-08-13 13F Everstar Asset Management, LLC 0 −100,00 0 −100,00
2025-07-07 13F Somerset Trust Co 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 205 712 −38,39 16 340 −36,48
2025-07-25 13F Johnson Investment Counsel Inc 0 −100,00 0
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 2 708 −11,15 215 −8,12
2025-08-13 13F Wambolt & Associates, LLC 10 359 −1,60 838 3,08
2025-07-28 13F Courier Capital Llc 22 625 −0,40 1 797 2,69
2025-08-05 13F Tiaa Trust, National Association 555 840 −7,56 44 150 −4,71
2025-07-24 13F Stonebridge Financial Group, LLC 6 806 −1,85 541 1,12
2025-07-24 13F Blair William & Co/il 2 886 −9,42 229 −6,53
2025-07-22 13F Merit Financial Group, LLC 23 714 −6,26 1 884 −3,39
2025-07-14 13F Friday Financial 4 559 −7,38 362 −5,97
2025-07-16 13F Embree Financial Group 2 652 −3,88 211 −0,94
2025-07-11 13F/A Umb Bank N A/mo 579 −40,80 46 −40,00
2025-07-30 13F Insight Advisors, LLC/ PA 6 898 −3,12 548 −0,18
2025-08-08 13F Emerald Investment Partners, Llc 90 842 −0,78 7 216 2,28
2025-08-06 13F Commonwealth Equity Services, Llc 114 111 −32,65 9 −30,77
2025-08-14 13F Wells Fargo & Company/mn 478 833 −2,72 38 034 0,28
2025-08-11 13F Aviso Wealth Management 2 704 −1,02 215 1,90
2025-08-01 13F Koss-Olinger Consulting, LLC 56 969 −12,75 4 525 −10,06
2025-07-18 13F Pure Financial Advisors, Inc. 15 347 −7,96 1 219 −5,14
2025-07-30 13F Brookstone Capital Management 29 591 −1,72 2 350 1,34
2025-07-29 13F Swmg, Llc 5 339 −5,27 438 5,81
2025-07-21 13F Fortis Capital Advisors, LLC 6 210 −11,58 493 −8,87
2025-07-08 13F Juncture Wealth Strategies, Llc 16 699 −18,42 1 326 −15,92
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-04-15 13F West Paces Advisors Inc. 0 −100,00 0
2025-07-17 13F Eclectic Associates Inc /adv 8 696 −2,89 691 0,15
2025-07-24 13F Us Bancorp \de\ 519 −10,05 41 −6,82
2025-08-13 13F Mount Yale Investment Advisors, LLC 9 100 −33,85 723 −31,82
2025-08-13 13F Renaissance Technologies Llc 8 700 −52,46 691 −50,99
2025-07-29 13F Private Wealth Management Group, LLC 132 360 −0,98 10 513 2,09
2025-07-29 13F May Barnhard Investments LLC 70 934 −4,48 5 634 −1,52
2025-08-11 13F Tidemark, LLC 121 −60,97 10 −60,87
2025-07-11 13F SILVER OAK SECURITIES, Inc 10 352 −17,98 822 −15,08
2025-07-16 13F Falcon Wealth Planning 4 644 −29,76 369 −27,70
2025-08-05 13F Bank of New York Mellon Corp 4 558 −1,11 362 1,97
2025-08-13 13F Cary Street Partners Financial Llc 122 769 −8,72 9 752 −5,91
2025-08-14 13F Garden State Investment Advisory Services LLC 28 250 −24,67 2 250 −22,39
2025-07-17 13F Janney Montgomery Scott LLC 5 705 −21,28 0
2025-07-22 13F Appleton Partners Inc/ma 2 538 −4,15 0
2025-07-09 13F Alesco Advisors Llc 118 673 −0,61 9 426 2,46
2025-07-09 13F Inspirion Wealth Advisors, Llc 3 953 −8,35 314 −5,72
2025-07-14 13F Brady Martz Wealth Solutions, LLC 14 883 −24,67 1 182 −22,34
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 77 880 −61,44 6 186 −60,25
2025-08-05 13F LTG Capital LLC 14 876 −2,51 1 182 0,51
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-05-05 13F Transce3nd, LLC 0 −100,00 0
2025-07-29 13F Barden Capital Management, Inc. 24 459 −0,01 1 943 3,08
2025-08-14 13F EP Wealth Advisors, Inc. 20 305 −45,36 1 613 −43,70
2025-08-11 13F Citigroup Inc 1 −88,89 0
2025-08-13 13F Russell Investments Group, Ltd. 106 −16,54 8 −11,11
2025-07-15 13F RTD Financial Advisors, Inc. 55 689 −0,05 4 423 3,05
2025-07-25 13F We Are One Seven, LLC 19 360 −2,34 1 538 0,65
2025-08-14 13F UBS Group AG 46 581 −3,48 3 700 −0,51
2025-08-11 13F Perennial Investment Advisors, LLC 5 301 −83,30 421 −82,79
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-11 13F Rockbridge Investment Management, LCC 88 202 −5,21 7 006 −2,29
2025-07-23 13F Kingswood Wealth Advisors, Llc 31 533 −3,03 2 505 −0,04
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-07-10 13F HF Advisory Group, LLC 14 992 −1,58 1 191 1,45
2025-07-31 13F Buckingham Strategic Partners 19 441 −21,57 1 544 −19,12
2025-07-10 13F Weinberger Asset Management, Inc 11 764 −0,41 934 2,64
2025-08-07 13F PFG Advisors 6 603 −5,24 524 −2,24
2025-07-17 13F CWA Asset Management Group, LLC 16 588 −8,38 1 318 −5,59
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 31 577 −2,60 2 508 0,44
2025-07-02 13F Marotta Asset Management 53 613 −8,21 4 258 −8,25
2025-08-07 13F Vise Technologies, Inc. 0 −100,00 0
2025-08-08 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 3 364 −37,12 267 −35,19
2025-07-08 13F Canandaigua National Trust Co of Florida 51 115 −1,10 4 060 1,96
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 272 842 −9,80 187 032 −3,66
2025-04-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-07-30 13F Drive Wealth Management, Llc 3 565 −6,18 283 −3,08
2025-07-09 13F Tounjian Advisory Partners, Llc 7 724 −3,50 595 −3,41
2025-07-29 13F Rodgers & Associates, LTD 215 566 −0,24 17 122 2,84
2025-07-30 13F Retirement Planning Group 3 204 −1,20 255 2,01
2025-08-13 13F Townsquare Capital Llc 41 504 −66,34 3 297 −65,31
2025-08-14 13F Royal Bank Of Canada 58 738 −13,61 4 666 −10,92
2025-07-29 13F Signature Estate & Investment Advisors Llc 50 347 −24,04 3 999 −21,68
2025-08-11 13F Principal Securities, Inc. 427 −98,76 34 −98,80
2025-07-31 13F Moloney Securities Asset Management, LLC 0 −100,00 0
2025-07-14 13F Lewis Asset Management, LLC 12 936 −1,91 1 028 1,08
2025-07-17 13F ERn Financial, LLC 196 840 −6,34 15 635 −3,44
2025-08-13 13F B&D White Capital Company, LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 53 576 −3,03 4 256 −0,02
2025-07-29 13F Koshinski Asset Management, Inc. 40 440 −5,70 3 212 −2,78
2025-07-08 13F Canandaigua National Bank & Trust Co 396 825 −0,67 31 520 2,39
2025-05-27 13F Jacobi Capital Management LLC 0 −100,00 0
2025-08-07 13F/A Joseph Group Capital Management 5 279 −0,02 419 3,20
2025-08-22 13F Carter Financial Group, INC. 0 −100,00 0
2025-07-29 13F Financial Guidance Group, Inc. 23 037 −2,63 1 830 0,38
2025-07-29 13F Private Trust Co Na 2 462 −23,68 196 −21,37
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-04-30 13F Cerity Partners LLC 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-05-13 13F Thrivent Financial For Lutherans 0 −100,00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 5 742 −12,51 456 −9,70
2025-08-14 13F Citadel Advisors Llc 8 425 −80,66 669 −80,07
2025-08-14 13F Raymond James Financial Inc 73 872 −1,05 5 868 2,00
2025-08-11 13F Wealthspire Advisors, LLC 19 727 −3,97 1 567 −1,01
2025-08-14 13F Acas, Llc 4 310 −7,67 356 3,49
2025-08-08 13F Cetera Investment Advisers 209 018 −16,28 16 602 −13,69
2025-07-30 13F Onyx Bridge Wealth Group LLC 4 271 −28,12 339 −25,82
2025-08-12 13F LPL Financial LLC 1 081 722 −4,79 85 921 −1,85
2025-08-15 13F/A Florida Financial Advisors, Llc 17 300 −26,62 1 384 −20,69
2025-07-22 13F Diligent Investors, LLC 70 629 −7,46 5 610 −4,59
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