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 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-36- 0.36% |
$2.25K - $2.69K
|
10.1K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 0.6% |
$2.31K - $2.76K
|
6.17K
$530K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-44- 12.83% |
$2.75K - $3.28K
|
299
$25.7K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-46- 0.6% |
$2.88K - $3.43K
|
7.68K
$660K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-50- 0.7% |
$3.13K - $3.73K
|
7.12K
$611K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-50- 1.0% |
$3.13K - $3.73K
|
4.94K
$424K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-87- 1.54% |
$5.44K - $6.49K
|
5.57K
$478K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-91- 47.15% |
$5.69K - $6.79K
|
102
$8.76K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-118- 2.93% |
$7.38K - $8.8K
|
3.91K
$335K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-144- 56.47% |
$9K - $10.7K
|
111
$9.53K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-186- 5.01% |
$11.6K - $13.9K
|
3.53K
$303K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-193- 4.07% |
$12.1K - $14.4K
|
4.55K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-198- 4.46% |
$12.4K - $14.8K
|
4.25K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-225- 26.16% |
$14.1K - $16.8K
|
635
$54.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-230- 0.31% |
$14.4K - $17.2K
|
74.7K
$6.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 37.83% |
$15.3K - $18.2K
|
401
$34.4K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-270- 10.2% |
$16.9K - $20.1K
|
2.38K
$204K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-271- 1.46% |
$16.9K - $20.2K
|
18.2K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-280- 93.33% |
$17.5K - $20.9K
|
20
$1.72K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-295- 0.48% |
$18.4K - $22K
|
60.6K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-369- 1.38% |
$23.1K - $27.5K
|
26.4K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-412- 8.06% |
$25.8K - $30.7K
|
4.7K
$404K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-412- 3.56% |
$25.8K - $30.7K
|
11.1K
$957K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-437- 2.37% |
$27.3K - $32.6K
|
18K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-442- 4.05% |
$27.6K - $33K
|
10.5K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-446- 2.49% |
$27.9K - $33.3K
|
17.5K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-446- 2.8% |
$27.9K - $33.3K
|
15.5K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-469- 0.8% |
$29.3K - $35K
|
58K
$4.98M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-479- 8.8% |
$30K - $35.7K
|
4.97K
$426K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-479- 0.09% |
$30K - $35.7K
|
553K
$47.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-493- 2.46% |
$30.8K - $36.8K
|
19.5K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-537- 1.02% |
$33.6K - $40.1K
|
51.9K
$4.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-564- 10.23% |
$35.3K - $42.1K
|
4.95K
$425K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-597- 2.08% |
$37.3K - $44.5K
|
28.1K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-599- 0.76% |
$37.5K - $44.7K
|
78.5K
$6.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-612- 9.33% |
$38.3K - $45.7K
|
5.94K
$510K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-630- 7.15% |
$39.4K - $47K
|
8.18K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-676- 1.86% |
$42.3K - $50.4K
|
35.6K
$3.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-722- 16.61% |
$45.1K - $53.9K
|
3.63K
$311K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-775- 7.27% |
$48.5K - $57.8K
|
9.88K
$848K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-791- 10.57% |
$49.5K - $59K
|
6.69K
$575K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-815- 11.59% |
$51K - $60.8K
|
6.21K
$534K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-827- 7.49% |
$51.7K - $61.7K
|
10.2K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-830- 20.81% |
$51.9K - $61.9K
|
3.16K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-898- 0.81% |
$56.2K - $67K
|
110K
$9.49M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-906- 0.47% |
$56.7K - $67.6K
|
190K
$16.3M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-953- 5.92% |
$59.6K - $71.1K
|
15.1K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-971- 18.98% |
$60.7K - $72.4K
|
4.15K
$356K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.03K- 4.61% |
$64.3K - $76.8K
|
21.3K
$1.83M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.03K- 3.68% |
$64.6K - $77.1K
|
27K
$2.32M
|