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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 2.14% |
$6.66K - $7.29K
|
4.85K
$416K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.58% |
$7.54K - $8.25K
|
4.54K
$390K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-134- 13.06% |
$8.42K - $9.22K
|
892
$76.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-136- 2.92% |
$8.55K - $9.35K
|
4.53K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-147- 2.07% |
$9.24K - $10.1K
|
6.97K
$598K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-160- 2.27% |
$10.1K - $11K
|
6.88K
$590K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-160- 1.96% |
$10.1K - $11K
|
8.02K
$688K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-160- 1.73% |
$10.1K - $11K
|
9.09K
$781K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-165- 2.15% |
$10.4K - $11.3K
|
7.52K
$645K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-206- 1.33% |
$12.9K - $14.2K
|
15.3K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-209- 4.17% |
$13.1K - $14.4K
|
4.8K
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-214- 5.35% |
$13.5K - $14.7K
|
3.79K
$325K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-219- 0.16% |
$13.8K - $15.1K
|
138K
$11.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-270- 5.42% |
$17K - $18.6K
|
4.71K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-310- 2.19% |
$19.5K - $21.3K
|
13.8K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-314- 7.91% |
$19.7K - $21.6K
|
3.65K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-353- 6.52% |
$22.2K - $24.3K
|
5.07K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-359- 4.69% |
$22.6K - $24.7K
|
7.29K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-360- 1.01% |
$22.6K - $24.8K
|
35.2K
$3.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-379- 1.4% |
$23.8K - $26.1K
|
26.6K
$2.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-386- 7.77% |
$24.3K - $26.5K
|
4.58K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-388- 15.76% |
$24.4K - $26.7K
|
2.07K
$178K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-389- 1.99% |
$24.5K - $26.8K
|
19.1K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-392- 5.66% |
$24.6K - $27K
|
6.54K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-447- 7.85% |
$28.1K - $30.7K
|
5.25K
$450K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-521- 6.44% |
$32.8K - $35.8K
|
7.57K
$650K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-526- 12.69% |
$33.1K - $36.2K
|
3.62K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-527- 13.57% |
$33.1K - $36.2K
|
3.36K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-534- 1.49% |
$33.6K - $36.7K
|
35.2K
$3.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-643- 1.1% |
$40.4K - $44.2K
|
58K
$4.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-645- 9.64% |
$40.5K - $44.4K
|
6.05K
$519K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-715- 6.83% |
$44.9K - $49.2K
|
9.75K
$837K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-785- 1.02% |
$49.3K - $54K
|
76K
$6.53M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-785- 1.02% |
$49.3K - $54K
|
76K
$6.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-820- 10.55% |
$51.5K - $56.4K
|
6.95K
$597K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-851- 1.33% |
$53.5K - $58.5K
|
63.2K
$5.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-888- 20.65% |
$55.8K - $61.1K
|
3.41K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-896- 29.66% |
$56.3K - $61.6K
|
2.13K
$182K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-953- 1.28% |
$59.9K - $65.5K
|
73.7K
$6.33M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-976- 20.29% |
$61.4K - $67.1K
|
3.83K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-984- 16.55% |
$61.9K - $67.7K
|
4.96K
$426K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 1.99% |
$69.1K - $75.6K
|
54.2K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.11K- 1.29% |
$69.6K - $76.1K
|
84.5K
$7.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.16K- 1.05% |
$73.1K - $80K
|
109K
$9.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.19K- 1.6% |
$75.1K - $82.1K
|
73.4K
$6.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 23.39% |
$75.6K - $82.7K
|
3.94K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.23K- 1.52% |
$77.2K - $84.5K
|
79.8K
$6.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.29K- 7.14% |
$81K - $88.6K
|
16.7K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.4K- 12.52% |
$87.8K - $96.1K
|
9.76K
$838K
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-1.52K- 8.74% |
$95.4K - $104K
|
15.8K
$1.36M
|