Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.12M+ 1563.39% |
$338M - $371M
|
5.45M
$468M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.8M+ 806.83% |
$184M - $202M
|
3.14M
$270M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.05M+ 1644.63% |
$135M - $148M
|
2.17M
$187M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
694KNew |
$45.8M - $50.3M
|
694K
$59.6M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
297K+ 509.8% |
$19.6M - $21.5M
|
356K
$30.5M
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
155KNew |
$10.2M - $11.2M
|
155K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 16.97% |
$10.1M - $11.1M
|
1.06M
$90.8M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
149K+ 25.09% |
$9.84M - $10.8M
|
744K
$63.9M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
148K+ 3694.82% |
$9.79M - $10.8M
|
152K
$13.1M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
114KNew |
$7.52M - $8.26M
|
114K
$9.8M
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
104KNew |
$6.82M - $7.5M
|
104K
$8.89M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95.6K+ 33.08% |
$6.31M - $6.93M
|
385K
$33M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
87.9KNew |
$5.79M - $6.36M
|
87.9K
$7.54M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
87.1KNew |
$5.74M - $6.31M
|
87.1K
$7.48M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
78.8K+ 133.83% |
$5.19M - $5.7M
|
138K
$11.8M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
78.1K+ 2717.09% |
$5.15M - $5.65M
|
80.9K
$6.95M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
75.7KNew |
$4.99M - $5.48M
|
75.7K
$6.5M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.9KNew |
$4.67M - $5.13M
|
70.9K
$6.08M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68.5K+ 158.42% |
$4.52M - $4.96M
|
112K
$9.6M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
67.3KNew |
$4.44M - $4.88M
|
67.3K
$5.78M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.2K+ 483.56% |
$4.43M - $4.87M
|
81.1K
$6.97M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.7K+ 9.52% |
$4.07M - $4.47M
|
710K
$61M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.5K+ 31.83% |
$4.06M - $4.46M
|
255K
$21.9M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
57.1K+ 31.66% |
$3.77M - $4.14M
|
238K
$20.4M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
52.8KNew |
$3.48M - $3.83M
|
52.8K
$4.54M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51.6K+ 474.61% |
$3.4M - $3.74M
|
62.5K
$5.36M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.4KNew |
$2.93M - $3.22M
|
44.4K
$3.82M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.8K+ 38.25% |
$2.89M - $3.17M
|
158K
$13.6M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
43.4K+ 21.16% |
$2.86M - $3.14M
|
249K
$21.3M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
38.9KNew |
$2.56M - $2.81M
|
38.9K
$3.34M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.7K+ 188.66% |
$2.36M - $2.59M
|
54.7K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.4K+ 23.18% |
$2.14M - $2.35M
|
172K
$14.8M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
32.3K+ 7.3% |
$2.13M - $2.34M
|
474K
$40.7M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
32.2KNew |
$2.12M - $2.33M
|
32.2K
$2.76M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
29.1KNew |
$1.92M - $2.11M
|
29.1K
$2.5M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.8K+ 198.91% |
$1.9M - $2.08M
|
43.3K
$3.71M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
28.3KNew |
$1.86M - $2.05M
|
28.3K
$2.43M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
24.8K+ 7.72% |
$1.63M - $1.79M
|
346K
$29.7M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
23.1K+ 14.79% |
$1.53M - $1.68M
|
180K
$15.4M
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
21.4KNew |
$1.41M - $1.55M
|
21.4K
$1.83M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.6K+ 73.57% |
$1.36M - $1.49M
|
48.7K
$4.18M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
20.5K+ 86.31% |
$1.35M - $1.48M
|
44.2K
$3.8M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
20.2K+ 32.63% |
$1.33M - $1.46M
|
82K
$7.04M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 6.86% |
$1.3M - $1.43M
|
308K
$26.4M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 264.43% |
$1.29M - $1.42M
|
27K
$2.32M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.9K+ 77.51% |
$1.25M - $1.37M
|
43.3K
$3.72M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
18.6KNew |
$1.22M - $1.34M
|
18.6K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
18.3KNew |
$1.2M - $1.32M
|
18.3K
$1.57M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18K+ 24.57% |
$1.18M - $1.3M
|
91K
$7.81M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17.9K+ 5.45% |
$1.18M - $1.3M
|
347K
$29.8M
|