Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
451K+ 44.1% |
$18.5M - $21.1M
|
1.47M
$119M
|
|
|
Nov 06, 2020
Q3 2020
|
First Pacific Financial
|
BUY
|
- |
355KNew |
$14.6M - $16.6M
|
355K
$28.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
194K+ 42.53% |
$7.97M - $9.08M
|
651K
$52.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
135K+ 27.29% |
$5.52M - $6.29M
|
628K
$50.7M
|
|
|
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
BUY
|
- |
134KNew |
$5.51M - $6.28M
|
134K
$10.8M
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
116K+ 26647.82% |
$4.75M - $5.42M
|
116K
$9.39M
|
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
115K+ 41.03% |
$4.73M - $5.39M
|
397K
$32M
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 61.34% |
$3.42M - $3.89M
|
219K
$17.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.6K+ 30.44% |
$2.36M - $2.69M
|
247K
$19.9M
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
53.4K+ 46.69% |
$2.19M - $2.5M
|
168K
$13.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
43.6KNew |
$1.79M - $2.04M
|
43.6K
$3.51M
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43.3K+ 3213.52% |
$1.77M - $2.02M
|
44.6K
$3.6M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1KNew |
$1.23M - $1.41M
|
30.1K
$2.43M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
25.4KNew |
$1.04M - $1.19M
|
25.4K
$2.05M
|
|
|
Nov 13, 2020
Q3 2020
|
Mc Adam, LLC
|
BUY
|
- |
24.7K+ 6.68% |
$1.01M - $1.15M
|
394K
$31.8M
|
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.3K+ 30.89% |
$833K - $950K
|
86.1K
$6.95M
|
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 7.22% |
$634K - $722K
|
230K
$18.5M
|
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.8K+ 8.35% |
$606K - $691K
|
192K
$15.5M
|
|
|
Dec 01, 2020
Q3 2020
|
Townsquare Capital LLC
|
BUY
|
- |
14.4K+ 2.47% |
$591K - $673K
|
598K
$48.3M
|
|
|
Nov 05, 2020
Q3 2020
|
Lutz Financial Services LLC
|
BUY
|
- |
12K+ 3.71% |
$492K - $561K
|
336K
$27.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$446K - $509K
|
10.9K
$878K
|
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1KNew |
$414K - $472K
|
10.1K
$815K
|
|
|
Oct 26, 2020
Q3 2020
|
Sage Financial Group Inc
|
BUY
|
- |
9.87K+ 14.99% |
$405K - $461K
|
75.8K
$6.11M
|
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.69K+ 51.87% |
$397K - $453K
|
28.4K
$2.29M
|
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.22K+ 47.07% |
$378K - $431K
|
28.8K
$2.33M
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
8.47K+ 81.73% |
$347K - $396K
|
18.8K
$1.52M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.63K+ 22.06% |
$313K - $356K
|
42.2K
$3.41M
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.28K+ 5.1% |
$299K - $340K
|
150K
$12.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.57K+ 13.33% |
$269K - $307K
|
55.9K
$4.51M
|
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
BUY
|
- |
6.44K+ 0.68% |
$264K - $301K
|
958K
$77.3M
|
|
|
Nov 09, 2020
Q3 2020
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.35KNew |
$260K - $297K
|
6.35K
$512K
|
|
|
Nov 12, 2020
Q3 2020
|
E Rn Financial, LLC
|
BUY
|
- |
6.11K+ 5.0% |
$251K - $286K
|
128K
$10.3M
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
5.95K+ 42.21% |
$244K - $278K
|
20.1K
$1.62M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
5.52KNew |
$226K - $258K
|
5.52K
$446K
|
|
|
Oct 15, 2020
Q3 2020
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.06K+ 17.79% |
$207K - $236K
|
33.5K
$2.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.04KNew |
$207K - $236K
|
5.04K
$407K
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
BUY
|
- |
4.84KNew |
$198K - $226K
|
4.84K
$390K
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.58K+ 64.77% |
$188K - $214K
|
11.7K
$940K
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
- |
4.32K+ 9.31% |
$177K - $202K
|
50.7K
$4.09M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.68K+ 17.91% |
$151K - $172K
|
24.2K
$1.95M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.32K+ 34.48% |
$136K - $155K
|
13K
$1.05M
|
|
|
Nov 05, 2020
Q3 2020
|
Jnba Financial Advisors
|
BUY
|
- |
3.14K+ 2.54% |
$129K - $147K
|
127K
$10.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95K+ 25.46% |
$121K - $138K
|
14.5K
$1.17M
|
|
|
Nov 12, 2020
Q3 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.7K+ 4.36% |
$110K - $126K
|
64.6K
$5.21M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.61K+ 9.38% |
$107K - $122K
|
30.4K
$2.46M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
2.4K+ 8.18% |
$98.2K - $112K
|
31.7K
$2.56M
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.35K+ 4.08% |
$96.4K - $110K
|
60K
$4.84M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 21.62% |
$90.1K - $103K
|
12.4K
$998K
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.07K+ 15.38% |
$84.7K - $96.5K
|
15.5K
$1.25M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 57.72% |
$69.7K - $79.5K
|
4.65K
$375K
|