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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.4K- 65.65% |
$2.72M - $3.24M
|
22.7K
$1.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-52.1K- 65.19% |
$3.26M - $3.89M
|
27.8K
$2.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-52.4K- 16.97% |
$3.28M - $3.91M
|
256K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-70.9K- 57.64% |
$4.43M - $5.29M
|
52.1K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91.1K- 88.75% |
$5.7M - $6.8M
|
11.5K
$999K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-121K- 63.83% |
$7.55M - $9.01M
|
68.4K
$5.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-155K- 98.09% |
$9.71M - $11.6M
|
3.02K
$261K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-186K- 96.64% |
$11.7M - $13.9M
|
6.48K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-234K- 16.24% |
$14.6M - $17.4M
|
1.21M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-458K- 96.82% |
$28.7M - $34.2M
|
15.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-559K- 98.4% |
$35M - $41.7M
|
9.1K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.5M- 86.99% |
$94M - $112M
|
225K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23M- 81.57% |
$139M - $166M
|
504K
$43.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.15M- 93.45% |
$259M - $309M
|
291K
$25.1M
|