Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.64MNew |
$103M - $113M
|
1.64M
$141M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.21M+ 62.17% |
$76.2M - $83.4M
|
3.16M
$272M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
162KNew |
$10.2M - $11.1M
|
162K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
98.4K+ 275.89% |
$6.19M - $6.77M
|
134K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.4K+ 29.73% |
$5.43M - $5.94M
|
377K
$32.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
70.5K+ 10.94% |
$4.43M - $4.85M
|
715K
$61.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
49KNew |
$3.08M - $3.37M
|
49K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.8K+ 8.88% |
$2.81M - $3.08M
|
549K
$47.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
40.6K+ 7.35% |
$2.55M - $2.79M
|
593K
$50.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
35.5K+ 13.76% |
$2.23M - $2.44M
|
294K
$25.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.3K+ 34.91% |
$2.22M - $2.43M
|
136K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.1K+ 59.94% |
$1.89M - $2.07M
|
80.2K
$6.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.7K+ 36.15% |
$1.56M - $1.7M
|
93.2K
$8M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24.5K+ 30.31% |
$1.54M - $1.68M
|
105K
$9.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
19.7K+ 7.56% |
$1.24M - $1.35M
|
280K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 153.2% |
$1.08M - $1.18M
|
28.3K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.6KNew |
$1.04M - $1.14M
|
16.6K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
14.6K+ 2.73% |
$919K - $1.01M
|
550K
$47.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
13.1K+ 5.84% |
$824K - $902K
|
238K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$786K - $860K
|
12.5K
$1.07M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.9K+ 4.74% |
$688K - $752K
|
242K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 2.99% |
$659K - $722K
|
361K
$31M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
10.3K+ 3.13% |
$646K - $707K
|
339K
$29.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.19K+ 129.16% |
$578K - $632K
|
16.3K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.38K+ 14.45% |
$527K - $577K
|
66.4K
$5.7M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.24K+ 4.36% |
$518K - $567K
|
197K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
6.73K+ 3.54% |
$423K - $463K
|
197K
$16.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47K+ 0.95% |
$407K - $445K
|
691K
$59.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.39K+ 8.18% |
$401K - $439K
|
84.5K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.27K+ 5.71% |
$394K - $432K
|
116K
$9.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.9K+ 4.38% |
$371K - $406K
|
141K
$12.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.74K+ 3.12% |
$361K - $395K
|
189K
$16.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$361K - $395K
|
5.74K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.6K+ 24.65% |
$352K - $385K
|
28.3K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.37K+ 11.34% |
$338K - $370K
|
52.7K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 2.12% |
$315K - $345K
|
242K
$20.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.52K+ 7.52% |
$284K - $311K
|
64.6K
$5.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.36KNew |
$274K - $300K
|
4.36K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.26K+ 48.12% |
$268K - $293K
|
13.1K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.75K+ 6.95% |
$236K - $258K
|
57.7K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.69KNew |
$232K - $254K
|
3.69K
$317K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.68KNew |
$232K - $253K
|
3.68K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.55K+ 0.72% |
$223K - $244K
|
498K
$42.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42K+ 19.56% |
$215K - $235K
|
20.9K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 1.27% |
$201K - $220K
|
254K
$21.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.09KNew |
$194K - $213K
|
3.09K
$265K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.08K+ 33.2% |
$194K - $212K
|
12.4K
$1.06M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.05KNew |
$192K - $210K
|
3.05K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.98KNew |
$187K - $205K
|
2.98K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.95KNew |
$185K - $203K
|
2.95K
$253K
|