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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.67K- 70.14% |
$105K - $115K
|
710
$61K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.67K- 4.87% |
$105K - $115K
|
32.6K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 21.26% |
$122K - $133K
|
7.16K
$615K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.09K- 5.07% |
$131K - $144K
|
39.1K
$3.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 34.68% |
$135K - $148K
|
4.06K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 36.04% |
$140K - $153K
|
3.95K
$339K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.52K- 11.82% |
$158K - $173K
|
18.8K
$1.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.58K- 6.67% |
$162K - $177K
|
36.1K
$3.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.87K- 10.21% |
$181K - $198K
|
25.3K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-2.9K- 0.71% |
$182K - $199K
|
405K
$34.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.23K- 4.09% |
$203K - $222K
|
75.7K
$6.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.27K- 32.0% |
$205K - $225K
|
6.95K
$596K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.65K- 1.02% |
$230K - $251K
|
356K
$30.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.9K- 7.06% |
$245K - $268K
|
51.4K
$4.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.15K- 1.62% |
$261K - $286K
|
252K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.82K- 9.15% |
$303K - $331K
|
47.9K
$4.11M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.86K- 6.93% |
$306K - $334K
|
65.3K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.86K- 6.93% |
$306K - $334K
|
65.3K
$5.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.42K- 50.98% |
$341K - $373K
|
5.21K
$447K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.09K- 14.81% |
$383K - $419K
|
35K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.16K- 4.94% |
$387K - $423K
|
119K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.39K- 7.62% |
$402K - $439K
|
77.5K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.84K- 23.52% |
$430K - $470K
|
22.2K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.04K- 10.11% |
$505K - $553K
|
71.5K
$6.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-8.82K- 27.79% |
$554K - $607K
|
22.9K
$1.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.89K- 54.96% |
$559K - $612K
|
7.29K
$626K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.35K- 16.96% |
$588K - $643K
|
45.8K
$3.93M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.35K- 16.96% |
$588K - $643K
|
45.8K
$3.93M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-10.1K- 26.77% |
$638K - $698K
|
27.8K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.3K- 73.57% |
$646K - $707K
|
3.69K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13.4K- 8.19% |
$842K - $921K
|
150K
$12.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.7K- 30.72% |
$923K - $1.01M
|
33.1K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-15.3K- 19.83% |
$964K - $1.05M
|
62K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.6K- 47.85% |
$1.17M - $1.28M
|
20.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.9K- 17.53% |
$1.38M - $1.51M
|
103K
$8.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.2K- 79.95% |
$1.65M - $1.8M
|
6.57K
$564K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.6K- 31.8% |
$2.11M - $2.31M
|
72K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.9K- 44.56% |
$2.19M - $2.4M
|
43.4K
$3.73M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-41K- 67.62% |
$2.57M - $2.82M
|
19.6K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.8K- 37.28% |
$2.69M - $2.95M
|
72K
$6.19M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-45.3K- 6.94% |
$2.84M - $3.11M
|
607K
$52.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-57.9K- 5.01% |
$3.64M - $3.98M
|
1.1M
$94.3M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-59.7K- 8.76% |
$3.75M - $4.11M
|
622K
$53.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62.6K- 39.07% |
$3.94M - $4.31M
|
97.7K
$8.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-70.3K- 78.8% |
$4.42M - $4.83M
|
18.9K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-81.2K- 5.0% |
$5.11M - $5.59M
|
1.54M
$133M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 28.86% |
$6.97M - $7.62M
|
273K
$23.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-161K- 53.93% |
$10.1M - $11.1M
|
138K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-192K- 15.94% |
$12.1M - $13.2M
|
1.01M
$87M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.6M- 97.83% |
$101M - $110M
|
35.5K
$3.05M
|