Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.95MNew |
$122M - $146M
|
1.95M
$167M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
80.7KNew |
$5.05M - $6.02M
|
80.7K
$6.93M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
78.3KNew |
$4.9M - $5.84M
|
78.3K
$6.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
74.6K+ 6.9% |
$4.66M - $5.56M
|
1.16M
$99.3M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70K+ 22.3% |
$4.38M - $5.22M
|
384K
$33M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
67.9K+ 14.51% |
$4.24M - $5.06M
|
536K
$46M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39KNew |
$2.44M - $2.91M
|
39K
$3.35M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34.5K+ 45.83% |
$2.16M - $2.58M
|
110K
$9.43M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
31K+ 8.23% |
$1.94M - $2.32M
|
408K
$35.1M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
30.8K+ 105.51% |
$1.93M - $2.3M
|
60.1K
$5.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
30.7K+ 4.94% |
$1.92M - $2.29M
|
652K
$56M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.9KNew |
$1.87M - $2.23M
|
29.9K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.5K+ 47.29% |
$1.41M - $1.68M
|
70.2K
$6.03M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.5K+ 47.29% |
$1.41M - $1.68M
|
70.2K
$6.03M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 68.25% |
$1.4M - $1.67M
|
55.1K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
21.3K+ 3.23% |
$1.33M - $1.59M
|
681K
$58.5M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
21.3K+ 3.42% |
$1.33M - $1.59M
|
644K
$55.3M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
20.6KNew |
$1.29M - $1.54M
|
20.6K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 135.97% |
$1.19M - $1.41M
|
32.9K
$2.82M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2K+ 11.24% |
$952K - $1.14M
|
151K
$12.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.2KNew |
$947K - $1.13M
|
15.2K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.4K+ 18.89% |
$776K - $926K
|
78.1K
$6.71M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12.1KNew |
$758K - $904K
|
12.1K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.5K+ 1.56% |
$659K - $786K
|
684K
$58.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 0.62% |
$630K - $752K
|
1.63M
$140M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.85K+ 4.09% |
$616K - $734K
|
251K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.8K+ 22.84% |
$613K - $731K
|
52.7K
$4.52M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9.68K+ 3.9% |
$605K - $722K
|
258K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.46K+ 7.95% |
$529K - $631K
|
115K
$9.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.3K+ 4.73% |
$519K - $619K
|
184K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.29K+ 7.12% |
$518K - $618K
|
125K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.01K+ 5.15% |
$501K - $598K
|
164K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8KNew |
$500K - $597K
|
8K
$687K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.88K+ 34.14% |
$493K - $588K
|
31K
$2.66M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.64K+ 3.43% |
$478K - $570K
|
231K
$19.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59K+ 35.34% |
$475K - $566K
|
29.1K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.26K+ 31.39% |
$454K - $542K
|
30.4K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7K+ 95.44% |
$438K - $522K
|
14.3K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.74KNew |
$422K - $503K
|
6.74K
$579K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.63K+ 3.64% |
$414K - $494K
|
189K
$16.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.02K+ 130.56% |
$376K - $449K
|
10.6K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.94KNew |
$371K - $443K
|
5.94K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$292K - $348K
|
4.66K
$400K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4.59K+ 1.8% |
$287K - $342K
|
260K
$22.4M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.29K+ 3.29% |
$268K - $320K
|
135K
$11.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.91K+ 1.32% |
$244K - $292K
|
299K
$25.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.83KNew |
$239K - $285K
|
3.83K
$329K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.79KNew |
$237K - $283K
|
3.79K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.77K+ 74.07% |
$236K - $281K
|
8.86K
$761K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
3.77K+ 20.47% |
$236K - $281K
|
22.2K
$1.9M
|