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
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
284+ 0.12% |
$16.7K - $20.1K
|
236K
$19.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
274New |
$16.2K - $19.4K
|
274
$22.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
239+ 3.68% |
$14.1K - $16.9K
|
6.73K
$557K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
200New |
$11.8K - $14.2K
|
200
$16.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
196+ 0.44% |
$11.6K - $13.9K
|
44.4K
$3.67M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 24.63% |
$9.9K - $11.9K
|
850
$70.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
147New |
$8.67K - $10.4K
|
147
$12.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$8.25K - $9.91K
|
140
$11.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
132+ 0.83% |
$7.78K - $9.34K
|
16K
$1.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 47.21% |
$6.48K - $7.78K
|
343
$28.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
105New |
$6.19K - $7.43K
|
105
$8.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
100+ 0.12% |
$5.9K - $7.08K
|
82.1K
$6.79M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
83+ 0.15% |
$4.89K - $5.87K
|
56.8K
$4.7M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
76+ 2.2% |
$4.48K - $5.38K
|
3.53K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
68+ 1.46% |
$4.01K - $4.81K
|
4.72K
$390K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
52+ 0.55% |
$3.07K - $3.68K
|
9.58K
$792K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
52+ 0.32% |
$3.07K - $3.68K
|
16.2K
$1.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$2.95K - $3.54K
|
50
$4.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44+ 0.58% |
$2.59K - $3.11K
|
7.6K
$628K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43New |
$2.53K - $3.04K
|
43
$3.56K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$2.36K - $2.83K
|
20.5K
$1.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
35+ 0.69% |
$2.06K - $2.48K
|
5.12K
$423K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 4.19% |
$1.47K - $1.77K
|
622
$51.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 0.71% |
$1.3K - $1.56K
|
3.11K
$257K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 0.36% |
$884 - $1.06K
|
4.23K
$349K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
9+ 900.0% |
$531 - $637
|
10
$827
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.51% |
$177 - $212
|
593
$49K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.64% |
$177 - $212
|
471
$39K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
2+ 0.02% |
$118 - $142
|
8.66K
$716K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.85% |
$59 - $70.8
|
118
$9.76K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$59 - $70.8
|
1
$82.7
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$59 - $70.8
|
451
$37.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$59 - $70.8
|
10.6K
$880K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 1.18% |
$59 - $70.8
|
86
$7.11K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 1.09% |
$59 - $70.8
|
91
$7.53K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-2- -0.0% |
$118 - $142
|
110K
$9.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.1% |
$177 - $212
|
2.93K
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6- 85.71% |
$354 - $425
|
1
$82.7
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$472 - $566
|
10.9K
$900K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 12.86% |
$531 - $637
|
61
$5.04K
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-13- 0.23% |
$766 - $920
|
5.7K
$471K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15- 0.31% |
$884 - $1.06K
|
4.83K
$400K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17- 0.59% |
$1K - $1.2K
|
2.86K
$236K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-18- 0.28% |
$1.06K - $1.27K
|
6.32K
$523K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-26- 13.76% |
$1.53K - $1.84K
|
163
$13.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29- 0.14% |
$1.71K - $2.05K
|
20.4K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-63- 7.37% |
$3.71K - $4.46K
|
792
$65.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-68- 1.79% |
$4.01K - $4.81K
|
3.74K
$309K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-69- 0.71% |
$4.07K - $4.88K
|
9.62K
$795K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-78- 0.86% |
$4.6K - $5.52K
|
8.94K
$740K
|