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 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 22.22% |
$6.59K - $7.24K
|
550
$47.2K
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
95+ 1.91% |
$6.26K - $6.88K
|
5.08K
$436K
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
95+ 0.6% |
$6.26K - $6.88K
|
15.8K
$1.36M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
91New |
$6K - $6.59K
|
91
$7.81K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
88+ 1.75% |
$5.8K - $6.37K
|
5.11K
$439K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
65+ 0.87% |
$4.29K - $4.71K
|
7.52K
$645K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
63+ 3.63% |
$4.15K - $4.56K
|
1.8K
$155K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
44+ 1.43% |
$2.9K - $3.19K
|
3.13K
$268K
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
44+ 0.84% |
$2.9K - $3.19K
|
5.26K
$451K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.41% |
$2.64K - $2.9K
|
9.86K
$846K
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 0.35% |
$2.18K - $2.39K
|
9.53K
$818K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22+ 0.16% |
$1.45K - $1.59K
|
13.8K
$1.19M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
14New |
$923 - $1.01K
|
14
$1.2K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14+ 2.25% |
$923 - $1.01K
|
637
$54.7K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12+ 0.26% |
$791 - $869
|
4.65K
$399K
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 0.16% |
$659 - $724
|
6.34K
$544K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.38% |
$198 - $217
|
799
$68.6K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$132 - $145
|
590
$50.7K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$65.9 - $72.4
|
468
$40.2K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$65.9 - $72.4
|
4.96K
$426K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1New |
$65.9 - $72.4
|
1
$85.9
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$65.9 - $72.4
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-6Closed |
$396 - $435
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 0.27% |
$528 - $579
|
2.93K
$252K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11- 0.38% |
$725 - $797
|
2.88K
$247K
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-13- 0.09% |
$857 - $941
|
14.7K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18- -0.0% |
$1.19K - $1.3K
|
684K
$58.7M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23- 0.41% |
$1.52K - $1.67K
|
5.64K
$484K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-25- 96.15% |
$1.65K - $1.81K
|
1
$85.9
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 6.72% |
$2.84K - $3.11K
|
597
$51.3K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-47- 0.59% |
$3.1K - $3.4K
|
7.99K
$686K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$3.3K - $3.62K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-50- 1.3% |
$3.3K - $3.62K
|
3.81K
$327K
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-55- 0.37% |
$3.63K - $3.98K
|
14.8K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-61- 23.19% |
$4.02K - $4.42K
|
202
$17.3K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-72- 50.7% |
$4.75K - $5.21K
|
70
$6.01K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-75Closed |
$4.95K - $5.43K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-79- 2.03% |
$5.21K - $5.72K
|
3.81K
$327K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87- 5.41% |
$5.74K - $6.3K
|
1.52K
$131K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-97- 3.35% |
$6.4K - $7.02K
|
2.8K
$240K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-115Closed |
$7.58K - $8.33K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-116- 0.83% |
$7.65K - $8.4K
|
13.8K
$1.19M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 1.82% |
$7.91K - $8.69K
|
6.49K
$557K
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-125- 0.95% |
$8.24K - $9.05K
|
13.1K
$1.12M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-125- 2.38% |
$8.24K - $9.05K
|
5.14K
$441K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-126- 88.11% |
$8.31K - $9.12K
|
17
$1.46K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-128- 1.03% |
$8.44K - $9.27K
|
12.3K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-151- 8.35% |
$9.96K - $10.9K
|
1.66K
$142K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-156- 1.58% |
$10.3K - $11.3K
|
9.69K
$832K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-187- 3.62% |
$12.3K - $13.5K
|
4.98K
$427K
|