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 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
17.4K+ 12.24% |
$1.14M - $1.26M
|
159K
$13.8M
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
17.3K+ 9.41% |
$1.14M - $1.25M
|
201K
$17.4M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16.1KNew |
$1.06M - $1.17M
|
16.1K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.4KNew |
$1.01M - $1.11M
|
15.4K
$1.33M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 96.28% |
$907K - $996K
|
28K
$2.43M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
13K+ 11407.02% |
$857K - $942K
|
13.1K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 27.97% |
$849K - $933K
|
58.9K
$5.1M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
12.3KNew |
$812K - $892K
|
12.3K
$1.07M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.3KNew |
$809K - $888K
|
12.3K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$746K - $819K
|
11.3K
$979K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6KNew |
$702K - $771K
|
10.6K
$921K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$677K - $743K
|
10.3K
$888K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.17K+ 8.76% |
$604K - $664K
|
114K
$9.84M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.13K+ 18.44% |
$602K - $661K
|
58.6K
$5.07M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.98KNew |
$592K - $651K
|
8.98K
$777K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.26KNew |
$545K - $598K
|
8.26K
$714K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.16KNew |
$538K - $591K
|
8.16K
$705K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.65K+ 146.74% |
$504K - $554K
|
12.9K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.82KNew |
$450K - $494K
|
6.82K
$590K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
6.22K+ 6.01% |
$410K - $450K
|
110K
$9.49M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 10.41% |
$378K - $415K
|
60.8K
$5.26M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.63K+ 37.84% |
$371K - $408K
|
20.5K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.48KNew |
$361K - $397K
|
5.48K
$474K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.47K+ 2.37% |
$361K - $396K
|
236K
$20.4M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.21K+ 121.13% |
$344K - $377K
|
9.51K
$823K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.04KNew |
$332K - $365K
|
5.04K
$436K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.9KNew |
$323K - $354K
|
4.9K
$423K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.7KNew |
$310K - $340K
|
4.7K
$407K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 31.06% |
$281K - $308K
|
18K
$1.55M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.2K+ 100.86% |
$277K - $304K
|
8.37K
$724K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.15K+ 13.82% |
$274K - $300K
|
34.2K
$2.96M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.13KNew |
$272K - $299K
|
4.13K
$357K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.1K+ 63.51% |
$271K - $297K
|
10.6K
$914K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4.07K+ 1.69% |
$268K - $295K
|
245K
$21.2M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4KNew |
$264K - $290K
|
4K
$346K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.98K+ 24.18% |
$263K - $289K
|
20.5K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$244K - $268K
|
3.7K
$320K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.67K+ 18.74% |
$242K - $266K
|
23.3K
$2.01M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.57KNew |
$235K - $259K
|
3.57K
$309K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.45KNew |
$228K - $250K
|
3.45K
$299K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.3K+ 346.17% |
$218K - $239K
|
4.25K
$368K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.28KNew |
$216K - $237K
|
3.28K
$283K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.17KNew |
$209K - $230K
|
3.17K
$274K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.16KNew |
$208K - $228K
|
3.16K
$273K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.12K+ 48.75% |
$206K - $226K
|
9.53K
$824K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.09KNew |
$204K - $224K
|
3.09K
$267K
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.05KNew |
$201K - $221K
|
3.05K
$264K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$194K - $213K
|
2.94K
$255K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.74K+ 4.44% |
$181K - $199K
|
64.6K
$5.58M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.7K+ 3.68% |
$178K - $196K
|
76.1K
$6.59M
|