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 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
280+ 3.88% |
$17.5K - $20.9K
|
7.5K
$649K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 1400.0% |
$17.5K - $20.9K
|
300
$26K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
275New |
$17.2K - $20.5K
|
275
$23.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
239+ 3.37% |
$14.9K - $17.8K
|
7.33K
$634K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
235+ 90.38% |
$14.7K - $17.5K
|
495
$42.8K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
219+ 3.52% |
$13.7K - $16.3K
|
6.44K
$557K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
218New |
$13.6K - $16.3K
|
218
$18.9K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201New |
$12.6K - $15K
|
201
$17.4K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
180+ 4.79% |
$11.3K - $13.4K
|
3.94K
$341K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
175New |
$10.9K - $13.1K
|
175
$15.1K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
167+ 3.18% |
$10.4K - $12.5K
|
5.42K
$469K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
166+ 3.59% |
$10.4K - $12.4K
|
4.79K
$414K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
160New |
$10K - $11.9K
|
160
$13.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
147+ 1.57% |
$9.19K - $11K
|
9.54K
$825K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
143+ 0.5% |
$8.94K - $10.7K
|
29K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
125+ 0.27% |
$7.82K - $9.33K
|
46.9K
$4.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$7.82K - $9.33K
|
125
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 3.17% |
$7.63K - $9.1K
|
3.97K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
103+ 2.17% |
$6.44K - $7.68K
|
4.85K
$420K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$6.25K - $7.46K
|
100
$8.65K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
81+ 23.68% |
$5.06K - $6.04K
|
423
$36.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72+ 0.07% |
$4.5K - $5.37K
|
101K
$8.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
68New |
$4.25K - $5.07K
|
68
$5.88K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56+ 12.42% |
$3.5K - $4.18K
|
507
$43.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 24.41% |
$3.25K - $3.88K
|
265
$22.9K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
36+ 0.11% |
$2.25K - $2.69K
|
31.7K
$2.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
26+ 0.28% |
$1.63K - $1.94K
|
9.31K
$805K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$1.44K - $1.72K
|
23
$1.99K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22+ 0.35% |
$1.38K - $1.64K
|
6.36K
$550K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 0.3% |
$1.31K - $1.57K
|
7.04K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.18% |
$1K - $1.19K
|
9.11K
$788K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.09% |
$1K - $1.19K
|
18K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.24% |
$625 - $746
|
4.26K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.37% |
$188 - $224
|
815
$70.5K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$188 - $224
|
1.49K
$129K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.2% |
$188 - $224
|
1.49K
$129K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.33% |
$125 - $149
|
602
$52.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.42% |
$125 - $149
|
478
$41.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$125 - $149
|
459
$39.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
2+ 0.02% |
$125 - $149
|
8.66K
$749K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.92% |
$62.5 - $74.6
|
110
$9.52K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$62.5 - $74.6
|
66
$5.71K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$62.5 - $74.6
|
4.95K
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 35.71% |
$313 - $373
|
9
$779
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6- 66.67% |
$375 - $448
|
3
$260
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.1% |
$563 - $671
|
8.75K
$757K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-15- 12.61% |
$938 - $1.12K
|
104
$9K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-21- 0.27% |
$1.31K - $1.57K
|
7.77K
$673K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-27- 0.44% |
$1.69K - $2.01K
|
6.18K
$535K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-35- 0.75% |
$2.19K - $2.61K
|
4.66K
$403K
|