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 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.75K+ 3.29% |
$221K - $265K
|
118K
$9.72M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.7K+ 6.09% |
$218K - $262K
|
64.5K
$5.33M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
3.68KNew |
$217K - $260K
|
3.68K
$304K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$207K - $248K
|
3.5K
$290K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.46K+ 1.41% |
$204K - $245K
|
249K
$20.6M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.41K+ 84.6% |
$201K - $241K
|
7.45K
$616K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.36K+ 1.72% |
$198K - $238K
|
198K
$16.4M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.11K+ 1.69% |
$184K - $220K
|
187K
$15.5M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.07K+ 8.27% |
$181K - $218K
|
40.3K
$3.33M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.04K+ 3.96% |
$179K - $215K
|
79.8K
$6.6M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.97K+ 6.9% |
$175K - $210K
|
46K
$3.8M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.31K+ 30.35% |
$136K - $163K
|
9.9K
$819K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.26K+ 17.54% |
$133K - $160K
|
15.1K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.96KNew |
$115K - $138K
|
1.96K
$162K
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.8K+ 6.05% |
$106K - $127K
|
31.6K
$2.61M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.71KNew |
$101K - $121K
|
1.71K
$141K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.61KNew |
$95K - $114K
|
1.61K
$133K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.5K+ 1.99% |
$88.7K - $106K
|
77K
$6.37M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.31K+ 17.43% |
$77.2K - $92.7K
|
8.83K
$730K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 2.51% |
$76.6K - $91.9K
|
53.1K
$4.39M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29K+ 1.5% |
$76.2K - $91.4K
|
87.2K
$7.21M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.22K+ 1.97% |
$71.9K - $86.3K
|
63.1K
$5.22M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.15K+ 6.17% |
$67.5K - $81K
|
19.7K
$1.63M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.12K+ 0.15% |
$66.1K - $79.4K
|
766K
$63.3M
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 1.86% |
$64.7K - $77.6K
|
60K
$4.96M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.09K+ 2.94% |
$64K - $76.8K
|
37.9K
$3.14M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
998New |
$58.8K - $70.6K
|
998
$82.5K
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
873+ 14.09% |
$51.5K - $61.8K
|
7.07K
$584K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
866+ 15.22% |
$51.1K - $61.3K
|
6.56K
$542K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
863+ 21.75% |
$50.9K - $61.1K
|
4.83K
$399K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
814New |
$48K - $57.6K
|
814
$67.3K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
807+ 2.79% |
$47.6K - $57.1K
|
29.7K
$2.46M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
761+ 9.09% |
$44.9K - $53.9K
|
9.13K
$755K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
756+ 26.99% |
$44.6K - $53.5K
|
3.56K
$294K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
711+ 22.39% |
$41.9K - $50.3K
|
3.89K
$321K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
634+ 1.22% |
$37.4K - $44.9K
|
52.7K
$4.36M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
630+ 1.46% |
$37.1K - $44.6K
|
43.9K
$3.63M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
618+ 13.66% |
$36.4K - $43.7K
|
5.14K
$425K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
615+ 307.5% |
$36.3K - $43.5K
|
815
$67.4K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
608New |
$35.8K - $43K
|
608
$50.3K
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
572+ 2.36% |
$33.7K - $40.5K
|
24.8K
$2.05M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
556+ 2.98% |
$32.8K - $39.3K
|
19.2K
$1.59M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
552New |
$32.5K - $39.1K
|
552
$45.7K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
531New |
$31.3K - $37.6K
|
531
$43.9K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$29.5K - $35.4K
|
500
$41.4K
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
467+ 8.03% |
$27.5K - $33K
|
6.28K
$519K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
389+ 7.57% |
$22.9K - $27.5K
|
5.53K
$457K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
367+ 4.56% |
$21.6K - $26K
|
8.42K
$696K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
362+ 10.56% |
$21.3K - $25.6K
|
3.79K
$313K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
312+ 1.19% |
$18.4K - $22.1K
|
26.6K
$2.2M
|