Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
571K+ 64.72% |
$33.6M - $40.4M
|
1.45M
$119M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
212KNew |
$12.5M - $15M
|
212K
$17.4M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 19.67% |
$12.3M - $14.7M
|
1.27M
$104M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
131KNew |
$7.72M - $9.27M
|
131K
$10.8M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
74.1K+ 460.3% |
$4.37M - $5.25M
|
90.2K
$7.42M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
62.7K+ 26.39% |
$3.7M - $4.44M
|
300K
$24.7M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
56.8K+ 54.88% |
$3.35M - $4.02M
|
160K
$13.2M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48.6K+ 156887.09% |
$2.87M - $3.44M
|
48.7K
$4M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.1K+ 26.22% |
$2.66M - $3.19M
|
217K
$17.9M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.4K+ 2500.18% |
$2.44M - $2.93M
|
43.1K
$3.54M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 12.24% |
$2.22M - $2.67M
|
346K
$28.4M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 12.24% |
$2.22M - $2.67M
|
346K
$28.4M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.4K+ 23.0% |
$2.15M - $2.58M
|
195K
$16M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31.3K+ 459.11% |
$1.85M - $2.22M
|
38.2K
$3.14M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29K+ 195.76% |
$1.71M - $2.06M
|
43.9K
$3.61M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.9K+ 30.69% |
$1.65M - $1.98M
|
119K
$9.78M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 57.11% |
$1.53M - $1.84M
|
71.4K
$5.87M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.46M - $1.76M
|
24.8K
$2.04M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
24.7K+ 201.56% |
$1.46M - $1.75M
|
37K
$3.04M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24.3K+ 442.72% |
$1.43M - $1.72M
|
29.7K
$2.44M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
23.4K+ 4.24% |
$1.38M - $1.65M
|
575K
$47.3M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
23KNew |
$1.36M - $1.63M
|
23K
$1.89M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
21.9K+ 6.31% |
$1.29M - $1.55M
|
369K
$30.3M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
15.9K+ 3.35% |
$935K - $1.12M
|
490K
$40.3M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.8K+ 4221.43% |
$871K - $1.05M
|
15.1K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 15.58% |
$770K - $924K
|
96.9K
$7.96M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
13K+ 8.18% |
$767K - $921K
|
172K
$14.1M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 45.04% |
$707K - $849K
|
38.6K
$3.18M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.8K+ 111.29% |
$693K - $832K
|
22.3K
$1.83M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
11.2K+ 3.25% |
$662K - $794K
|
357K
$29.3M
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$658K - $790K
|
11.2K
$917K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10.9K+ 4.31% |
$643K - $772K
|
264K
$21.7M
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 5.39% |
$640K - $768K
|
212K
$17.4M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 51.67% |
$611K - $734K
|
30.4K
$2.5M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
8.97K+ 4.99% |
$529K - $635K
|
189K
$15.5M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
8.11K+ 45.16% |
$478K - $574K
|
26.1K
$2.14M
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.62K+ 22.74% |
$390K - $468K
|
35.7K
$2.94M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.34K+ 4.77% |
$374K - $448K
|
139K
$11.4M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
6.33K+ 16.28% |
$373K - $448K
|
45.2K
$3.72M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.93KNew |
$349K - $419K
|
5.93K
$487K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 9.12% |
$331K - $397K
|
67.2K
$5.52M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.44KNew |
$320K - $385K
|
5.44K
$447K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.11K+ 5.38% |
$301K - $362K
|
100K
$8.23M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.97K+ 3.21% |
$293K - $351K
|
159K
$13.1M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.86KNew |
$287K - $344K
|
4.86K
$400K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.99K+ 5.27% |
$235K - $282K
|
79.6K
$6.55M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.98K+ 11.65% |
$235K - $282K
|
38.2K
$3.14M
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.96K+ 2.6% |
$233K - $280K
|
156K
$12.9M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.92K+ 41.12% |
$231K - $278K
|
13.5K
$1.11M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.84K+ 3.93% |
$226K - $272K
|
102K
$8.35M
|