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

SPDR Series Trust - State Street SPDR S&P 400 TM 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
(%)
2026-05-11 13F Bailard, Inc. 44 932 −0,50 3 826 0,08
2026-04-09 13F Everhart Financial Group, Inc. 7 622 −2,99 649 −2,41
2026-05-13 13F/A Jpmorgan Chase & Co 32 741 −1,67 2 723 −3,37
2026-04-17 13F Ignite Planners, LLC 30 143 −0,41 2 560 −4,01
2026-04-21 13F Sensible Money, LLC 3 864 −21,65 329 −21,10
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 2 398 −29,72 204 −24,72
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 40 −2,44 3 0,00
2026-05-11 13F Destiny Capital Corp/CO 3 064 −1,07 261 −0,76
2026-02-03 13F Mma Asset Management Llc 0 −100,00 0
2026-05-13 13F Prestige Wealth Management Group LLC 94 745 −2,37 8 068 −1,80
2026-04-20 13F SILVER OAK SECURITIES, Inc 15 450 −0,49 1 316 −0,90
2026-04-15 13F Cypress Wealth Services, LLC 0 −100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 14 795 −8,20 1 266 −7,18
2026-05-13 13F Alesco Advisors Llc 110 354 −4,73 9 397 −4,17
2026-04-21 13F Lewis Asset Management, LLC 11 702 −0,87 996 −0,30
2026-04-23 13F Summit Investment Advisory Services, LLC 2 904 −1,39 247 −0,80
2026-04-21 13F Falcon Wealth Planning 4 244 −5,37 361 −4,75
2026-05-14 13F Cambria Investment Management, L.P. 37 510 −7,02 3 194 −6,50
2026-04-27 13F Certior Financial Group, Llc 2 696 −6,94 230 −6,53
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 3 809 −12,54 324 −11,96
2026-05-12 13F Tiaa Trust, National Association 23 033 −95,67 1 961 −95,64
2026-04-21 13F Meridian Financial, LLC 5 463 −5,21 465 −4,52
2026-04-24 13F My Purposeful Wealth Corp. 23 051 −0,75 1 963 −0,20
2026-05-12 13F/A Signature Securities Group Corporation 5 198 −2,59 443 −2,00
2026-05-01 13F Sachetta, LLC 0 −100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 0 −100,00 0
2026-04-29 13F Burney Co/ 6 193 −32,85 527 −32,44
2026-04-20 13F Centennial Wealth Advisory LLC 4 770 −1,30 406 −0,73
2026-02-11 13F Townsquare Capital Llc 0 −100,00 0 −100,00
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-01-20 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2026-02-13 13F/A Texas Permanent School Fund 0 −100,00 0
2026-01-26 13F Annex Advisory Services, LLC 0 −100,00 0
2026-01-23 13F Freestone Capital Holdings, LLC 0 −100,00 0
2026-05-12 13F Creative Planning 29 740 −3,69 2 532 −3,10
2026-04-06 13F Highline Wealth Partners Llc 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 13 749 −44,40 533 −74,58
2026-05-14 13F EP Wealth Advisors, Inc. 15 047 −21,44 1 281 −20,97
2026-05-06 13F American Financial & Tax Strategies Inc 14 783 −1,22 1 259 −0,63
2026-05-07 13F Advisor OS, LLC 19 098 −37,07 1 626 −36,68
2026-05-14 13F StoneX Group Inc. 2 542 −5,92 216 −5,26
2026-04-29 13F Resonant Capital Advisors, LLC 6 915 −2,30 589 −1,84
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 1 704 −9,98 145 −9,37
2026-05-14 13F Financial Engines Advisors L.L.C. 1 197 590 −4,50 101 975 −3,94
2026-05-12 13F Kingsview Wealth Management, LLC 31 765 −1,27 2 705 −0,70
2026-05-14 13F Captrust Financial Advisors 25 001 −5,42 2 129 −4,87
2026-05-15 13F MAI Capital Management 17 016 −0,10 1 449 0,49
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-04-29 13F IAG Wealth Partners, LLC 80 913 −2,99 6 890 −2,42
2026-05-13 13F BlackRock, Inc. 7 114 −7,21 606 −6,78
2026-05-13 13F Measured Wealth Private Client Group, LLC 4 092 −2,18 348 −1,69
2026-04-16 13F Brookstone Capital Management 27 535 −5,08 2 345 −4,52
2026-05-01 13F Arq Wealth Advisors, Llc 6 399 −3,54 545 −3,03
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2 671 −0,85 227 −0,44
2026-02-12 13F Principal Securities, Inc. 0 −100,00 0 −100,00
2026-05-12 13F Benjamin Edwards Inc 38 100 −81,27 3 245 −81,16
2026-05-13 13F Brinker Capital Investments, LLC 0 −100,00 0
2026-02-13 13F Total Wealth Planning, Llc 5 992 −93,99 507 −93,90
2026-05-14 13F Financial Network Wealth Advisors LLC 5 308 −0,36 452 0,22
2026-05-08 13F Joseph Group Capital Management 3 354 −0,77 286 −0,35
2026-05-05 13F PFG Advisors 6 090 −1,31 519 −0,77
2026-05-07 13F Koss-Olinger Consulting, LLC 31 667 −37,88 2 696 −37,52
2026-05-08 13F McAdam, LLC 142 608 −3,74 12 143 −3,17
2026-05-15 13F Ameriprise Financial Inc 77 048 −36,77 6 561 −36,40
2026-04-17 13F Berman McAleer LLC 15 351 −4,31 1 307 −3,68
2026-05-11 13F Wells Fargo & Company/mn 449 507 −5,25 38 276 −4,69
2026-05-08 13F Russell Investments Group, Ltd. 151 −22,56 13 −25,00
2026-04-23 13F Accurate Wealth Management, LLC 19 159 −1,28 1 695 −1,63
2026-04-15 13F Brady Martz Wealth Solutions, LLC 11 834 −12,41 1 008 −11,90
2026-04-23 13F Cornerstone Wealth Management, LLC 2 824 −0,53 240 0,00
2026-04-14 13F Wealthcare Advisory Partners LLC 43 766 −5,15 3 727 −4,58
2026-04-08 13F Ccg Wealth Management, Llc 6 452 −0,51 549 0,18
2026-05-07 13F Crewe Advisors LLC 0 −100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 1 090 −2,68 93 −2,13
2026-04-27 13F Koshinski Asset Management, Inc. 31 523 −6,83 2 684 −6,25
2026-02-10 13F Bank of New York Mellon Corp 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-13 13F Mariner, LLC 120 218 −5,93 10 237 −5,38
2026-05-06 13F Fidelis Capital Partners, LLC 22 857 −24,87 1 946 −24,43
2026-04-28 13F Fortis Capital Advisors, LLC 5 740 −4,11 489 −3,56
2026-04-27 13F Marotta Asset Management 46 414 −6,00 3 972 −4,98
2026-05-13 13F Buckingham Strategic Partners 17 927 −9,13 1 527 −8,57
2026-05-01 13F Wealthspire Advisors, LLC 20 548 −11,72 1 750 −11,22
2026-04-21 13F Wallace Advisory Group, LLC 3 318 −3,04 283 −2,42
2026-05-11 13F Condor Capital Management 3 797 −14,31 323 −13,87
2026-05-15 13F Rehmann Capital Advisory Group 4 021 −0,57 342 0,00
2026-05-14 13F Cwm, Llc 198 943 −1,21 16 940 99 541,18
2026-04-10 13F RTD Financial Advisors, Inc. 52 646 −4,22 4 483 −3,65
2026-05-12 13F Red Reef Advisors Llc 7 495 −0,31 638 0,31
2026-05-15 13F IHT Wealth Management, LLC 0 −100,00 0
2026-05-11 13F Citigroup Inc 2 −33,33 0
2026-05-01 13F Valmark Advisers, Inc. 5 041 −6,99 429 −6,33
2026-04-10 13F Tounjian Advisory Partners, Llc 4 208 −0,33 358 0,28
2026-05-04 13F Alta Wealth Advisors LLC 0 −100,00 0
2026-04-15 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 22 138 −11,21 1 885 −10,66
2026-05-13 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-05-07 13F Centerpoint Advisors, LLC 3 639 −3,58 0
2026-02-12 13F Commonwealth Equity Services, Llc 107 980 −0,49 9 141 101 455,56
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 73 202 −0,04 6 233 0,55
2026-04-15 13F Signature Estate & Investment Advisors Llc 3 352 −8,42 285 −7,77
2026-04-24 13F ERn Financial, LLC 169 432 −3,59 14 427 −3,02
2026-05-12 13F Stifel Financial Corp 57 207 −77,55 4 871 −77,42
2026-05-15 13F Goldman Sachs Group Inc 83 950 −63,90 7 148 −63,68
2026-05-15 13F Advisory Services Network, LLC 11 442 −6,76 974 −6,17
2026-04-30 13F Elevated Capital Advisors, LLC 16 371 −14,04 1 394 −13,52
2026-05-06 13F Modera Wealth Management, LLC 37 362 −26,19 3 181 −25,75
2026-02-04 13F Drive Wealth Management, Llc 0 −100,00 0
2026-05-15 13F Quadcap Wealth Management, LLC 3 031 −12,30 258 −11,64
2026-04-15 13F LongView Wealth Management 4 318 −18,00 386 −17,38
2026-05-11 13F Wrapmanager Inc 3 080 −16,53 262 −16,03
2026-04-15 13F Merit Financial Group, LLC 19 975 −6,65 1 701 −6,13
2026-04-27 13F Qrg Capital Management, Inc. 5 739 −3,93 489 −3,37
2026-05-12 13F Omega Financial Group, LLC 15 100 −6,51 1 286 −6,00
2026-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-04-29 13F KDK Private Wealth Management, LLC 2 997 −2,19 255 −1,54
2026-04-22 13F Eqis Capital Management, Inc. 7 788 −0,99 663 −0,30
2026-04-27 13F Truist Financial Corp 22 823 −2,22 1 943 −1,62
2026-01-30 13F Archer Investment Corp 0 −100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 17 276 −0,11 1 471 0,48
2026-04-22 13F Pinnacle Bancorp, Inc. 392 −12,30 33 −10,81
2026-04-15 13F Third View Private Wealth, LLC 4 587 −11,38 391 −10,96
2026-04-28 13F Appleton Partners Inc/ma 0 −100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 113 733 −1,42 9 684 −0,84
2026-05-14 13F Us Bancorp \de\ 604 −0,82 51 0,00
2026-05-13 13F DRW Securities, LLC 0 −100,00 0
2026-04-23 13F Financial Guidance Group, Inc. 20 262 −7,20 1 725 −6,66
2026-04-06 13F Versant Capital Management, Inc 141 −57,66 12 −57,14
2026-05-11 13F Aptus Capital Advisors, LLC 20 262 −6,97 1 725 −6,40
2026-04-17 13F Michael S. Ryan, Inc. 122 996 −0,70 10 473 −0,10
2026-05-04 13F Rodgers & Associates, LTD 218 907 −0,51 18 640 0,07
2026-04-28 13F Stratos Wealth Advisors, LLC 16 962 −3,91 1 444 −3,35
2026-05-16 13F Sunbelt Securities, Inc. 0 −100,00 0
2026-01-29 13F Rockwood Wealth Management, LLC 0 −100,00 0
2026-05-14 13F Allworth Financial LP 12 506 −2,42 1 065 −1,85
2026-05-06 13F Assetmark, Inc 529 −72,98 45 −72,73
2026-04-30 13F Private Trust Co Na 2 217 −4,69 189 −4,08
2026-01-29 13F Comerica Bank 3 821 −35,59 323 −34,62
2026-05-14 13F Klingman & Associates, LLC 369 859 −0,35 31 494 0,24
2026-05-05 13F Signet Financial Management, Llc 129 387 −2,39 11 017 −1,82
2026-05-15 13F Perennial Investment Advisors, LLC 2 452 −14,53 209 −14,05
2026-04-22 13F JNBA Financial Advisors 88 612 −10,45 7 545 −9,92
2026-04-15 13F Motive Wealth Advisors 0 −100,00 0
2026-04-22 13F Invera Wealth Advisors, LLC 10 518 −1,39 896 −0,78
2026-05-15 13F Quantinno Capital Management LP 21 284 −22,06 1 812 −21,59
2026-05-29 13F Asset Dedication, LLC 151 326 −34,86 12 885 −34,48
2026-04-29 13F Orin Green Financial, LLC 5 604 −0,55 477 0,00
2026-05-13 13F May Barnhard Investments LLC 62 758 −7,45 5 344 −6,92
2026-05-06 13F Sterling Financial Planning, Inc. 6 494 −0,26 553 0,18
2026-04-22 13F Janney Montgomery Scott LLC 5 873 −2,57 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 10 583 −6,60 901 −6,05
2026-05-14 13F Capital Analysts, Inc. 43 840 −5,37 4 0,00
2026-05-19 13F Western Wealth Management, LLC 2 771 −0,50 236 0,00
2026-05-15 13F Tower Research Capital LLC (TRC) 2 −99,96 0 −100,00
2026-04-21 13F OneAscent Financial Services LLC 4 016 −41,00 342 −39,86
2026-05-06 13F ProVise Management Group, LLC 4 078 −0,61 347 0,00
2026-02-09 13F Atlantic Trust, LLC 0 −100,00 0
2026-04-14 13F Juncture Wealth Strategies, Llc 11 482 −21,38 978 −20,95
2026-04-29 13F WealthPLAN Partners, LLC 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2026-05-14 13F Rockbridge Investment Management, LCC 68 649 −4,87 5 845 −4,31
2026-04-01 13F Confluence Investment Management Llc 7 972 −89,75 679 −89,71
2026-05-08 13F Payne Capital Management, LLC 22 035 −6,79 1 876 −6,25
2026-05-12 13F Ameritas Advisory Services, LLC 2 850 −7,05 243 −6,56
2026-05-13 13F Garden State Investment Advisory Services LLC 25 556 −1,05 2 181 −0,50
2026-04-03 13F Waller Financial Planning Group, Inc 26 351 −16,96 2 244 −16,49
2026-05-15 13F Cape Investment Advisory, Inc. 12 072 −2,30 1 028 −1,72
2026-04-22 13F Princeton Global Asset Management LLC 294 −10,91 25 −7,41
2026-04-27 13F Apeiron RIA LLC 3 957 −1,03 337 −5,08
2026-04-23 13F Private Wealth Management Group, LLC 116 916 −4,94 9 955 −4,38
2026-04-23 13F Intrua Financial, LLC 27 452 −0,64 2 338 −0,04
2026-04-16 13F Friday Financial 6 047 −2,40 515 −1,91
2026-04-28 13F Belpointe Asset Management LLC 5 740 −4,11 489 −3,56
2026-05-12 13F Avant Capital LLC 4 360 −4,28 371 −3,64
2026-01-20 13F Ntv Asset Management Llc 0 −100,00 0
2026-04-07 13F CoreCap Advisors, LLC 611 −28,29 52 −27,78
2026-04-22 13F SFG Wealth Management, LLC. 0 −100,00 0
2026-05-05 13F HighTower Advisors, LLC 308 337 −1,78 26 255 −1,20
2026-05-12 13F Portside Wealth Group, LLC 9 918 −10,31 845 −9,83
2026-04-02 13F Somerset Trust Co 2 413 −1,39 205 −0,97
2026-04-15 13F Diligent Investors, LLC 64 478 −1,17 5 490 −0,58
2026-05-08 13F Weinberger Asset Management, Inc 10 372 −2,64 883 −2,00
2026-04-30 13F Csenge Advisory Group 4 865 −1,08 414 −0,48
2026-05-15 13F Vance Wealth, Inc. 2 429 −8,44 207 −8,04
2026-02-10 13F Foundations Investment Advisors, LLC 0 −100,00 0
2026-04-23 13F First Pacific Financial 367 076 −0,72 31 257 −0,14
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1 285 715 −37,73 110 147 −39,28
2026-04-13 13F IFP Advisors, Inc 5 289 −22,05 450 −21,60
2026-04-23 13F Prism Advisors, Inc. 20 188 −3,76 1 719 −3,15
2026-05-07 13F Sage Financial Group Inc 73 323 −0,30 6 243 0,29
2026-05-15 13F Susquehanna International Group, Llp 10 575 −77,43 900 −77,31
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