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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.65KNew |
$228K - $272K
|
3.65K
$313K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.48KNew |
$218K - $260K
|
3.48K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$216K - $258K
|
3.45K
$296K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.26KNew |
$204K - $243K
|
3.26K
$280K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.22K+ 15.14% |
$201K - $240K
|
24.5K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16K+ 6.72% |
$198K - $236K
|
50.2K
$4.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.14K+ 1.67% |
$196K - $234K
|
191K
$16.4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.07K+ 6.88% |
$192K - $229K
|
47.8K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.06K+ 2.27% |
$192K - $228K
|
138K
$11.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
3.03K+ 21.13% |
$189K - $226K
|
17.4K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.94K+ 100.0% |
$184K - $219K
|
5.88K
$505K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.76KNew |
$173K - $206K
|
2.76K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.65KNew |
$165K - $197K
|
2.65K
$227K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.42K+ 9.87% |
$152K - $181K
|
27K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.2K+ 34.96% |
$138K - $164K
|
8.5K
$730K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.2K+ 4.77% |
$137K - $164K
|
48.3K
$4.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.19K+ 24.48% |
$137K - $164K
|
11.2K
$958K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.17K+ 6.74% |
$135K - $162K
|
34.3K
$2.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.13K+ 2.7% |
$133K - $159K
|
81K
$6.95M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 27.0% |
$121K - $144K
|
9.1K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.81K+ 19.25% |
$113K - $135K
|
11.2K
$961K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
1.79K+ 0.55% |
$112K - $133K
|
328K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73K+ 0.49% |
$108K - $129K
|
351K
$30.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.7K+ 5.46% |
$106K - $127K
|
32.8K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52K+ 24.37% |
$95.2K - $114K
|
7.77K
$667K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.49K+ 5.02% |
$93.4K - $111K
|
31.3K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.41KNew |
$88K - $105K
|
1.41K
$121K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 3.73% |
$82.1K - $97.9K
|
36.5K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 18.02% |
$77.2K - $92.1K
|
8.09K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.18K+ 43.57% |
$73.8K - $88K
|
3.89K
$334K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.09K+ 4.21% |
$68.4K - $81.6K
|
27.1K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.08K+ 2.68% |
$67.2K - $80.2K
|
41.2K
$3.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.04K+ 8.36% |
$65.3K - $77.9K
|
13.5K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
986+ 4.66% |
$61.7K - $73.6K
|
22.2K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
933+ 13.89% |
$58.3K - $69.6K
|
7.65K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
900+ 0.95% |
$56.3K - $67.1K
|
95.4K
$8.19M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
789+ 6.29% |
$49.3K - $58.9K
|
13.3K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
671+ 13.72% |
$42K - $50.1K
|
5.56K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
647+ 12.82% |
$40.5K - $48.3K
|
5.69K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
613+ 1.75% |
$38.3K - $45.7K
|
35.7K
$3.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
517+ 11.19% |
$32.3K - $38.6K
|
5.14K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
504+ 11.35% |
$31.5K - $37.6K
|
4.95K
$425K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
458+ 10.52% |
$28.6K - $34.2K
|
4.81K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
448New |
$28K - $33.4K
|
448
$38.5K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
400+ 12.57% |
$25K - $29.8K
|
3.58K
$308K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400New |
$25K - $29.8K
|
400
$34.3K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
390+ 0.84% |
$24.4K - $29.1K
|
46.9K
$4.03M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
311New |
$19.4K - $23.2K
|
311
$26.7K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
295+ 2.78% |
$18.4K - $22K
|
10.9K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
295+ 6.46% |
$18.4K - $22K
|
4.86K
$418K
|