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 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.08K- 2.13% |
$67.2K - $80.2K
|
49.4K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 61.79% |
$75.8K - $90.5K
|
750
$61.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.32K- 21.0% |
$82.7K - $98.7K
|
4.98K
$409K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 2.38% |
$84K - $100K
|
55.1K
$4.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.3% |
$86.6K - $103K
|
30.8K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.4K- 1.79% |
$87.6K - $105K
|
76.8K
$6.31M
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.58K- 6.81% |
$98.7K - $118K
|
21.6K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.96K- 88.68% |
$122K - $146K
|
250
$20.6K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.31K- 3.0% |
$144K - $172K
|
74.6K
$6.13M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.42K- 8.82% |
$152K - $181K
|
25.1K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.78K- 4.78% |
$174K - $207K
|
55.3K
$4.54M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.84K- 7.38% |
$178K - $212K
|
35.7K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.18K- 18.37% |
$199K - $237K
|
14.1K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.37K- 6.83% |
$211K - $252K
|
46K
$3.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.51K- 3.1% |
$219K - $262K
|
110K
$9.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.82K- 43.27% |
$239K - $285K
|
5.01K
$412K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.19K- 42.52% |
$262K - $313K
|
5.67K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.2K- 5.61% |
$263K - $313K
|
70.7K
$5.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.42K- 37.15% |
$276K - $329K
|
7.47K
$614K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.45K- 7.62% |
$278K - $332K
|
53.9K
$4.43M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.65K- 1.28% |
$291K - $347K
|
359K
$29.5M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.47K- 8.53% |
$342K - $408K
|
58.6K
$4.82M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.47K- 97.99% |
$342K - $408K
|
112
$9.21K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.95K- 29.89% |
$372K - $444K
|
14K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.16K- 6.72% |
$385K - $460K
|
85.6K
$7.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.61K- 14.53% |
$413K - $493K
|
38.9K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.72K- 5.1% |
$420K - $501K
|
125K
$10.3M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.82K- 8.15% |
$426K - $508K
|
76.8K
$6.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.95K- 11.17% |
$435K - $519K
|
55.3K
$4.55M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.35K- 16.24% |
$459K - $548K
|
37.9K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.39K- 50.93% |
$462K - $551K
|
7.12K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.38K- 4.97% |
$524K - $625K
|
160K
$13.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.49K- 38.4% |
$531K - $633K
|
13.6K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.37K- 96.96% |
$586K - $699K
|
294
$24.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-9.94K- 20.45% |
$622K - $742K
|
38.7K
$3.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 8.7% |
$629K - $750K
|
106K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 11.36% |
$672K - $802K
|
83.9K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 67.38% |
$733K - $874K
|
5.67K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.9K- 13.98% |
$808K - $964K
|
79.5K
$6.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-13.5K- 24.73% |
$844K - $1.01M
|
41.1K
$3.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 17.44% |
$1.02M - $1.22M
|
77.3K
$6.36M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.4K- 73.65% |
$1.21M - $1.45M
|
6.93K
$570K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-20.5K- 25.06% |
$1.28M - $1.53M
|
61.3K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.8K- 27.1% |
$1.49M - $1.78M
|
64.1K
$5.27M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-25K- 60.73% |
$1.56M - $1.87M
|
16.2K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 24.1% |
$1.77M - $2.11M
|
89.2K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28.8K- 5.51% |
$1.8M - $2.15M
|
494K
$40.6M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-29.1K- 88.21% |
$1.82M - $2.17M
|
3.88K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-31.2K- 2.1% |
$1.95M - $2.33M
|
1.46M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.4K- 41.34% |
$2.09M - $2.49M
|
47.4K
$3.89M
|