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 |
---|---|---|---|---|---|---|---|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-428- 14.9% |
$17.5K - $20K
|
2.45K
$198K
|
|
Nov 10, 2020
Q3 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-435- 6.56% |
$17.8K - $20.3K
|
6.2K
$501K
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-447Closed |
$18.3K - $20.9K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-530Closed |
$21.7K - $24.8K
|
0
$0
|
|
Sep 08, 2021
Q3 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-531Closed |
$21.8K - $24.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-552- 9.95% |
$22.6K - $25.8K
|
4.99K
$404K
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-568Closed |
$23.3K - $26.5K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-568- 0.17% |
$23.3K - $26.5K
|
329K
$26.6M
|
|
Nov 06, 2020
Q3 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-644- 4.7% |
$26.4K - $30.1K
|
13.1K
$1.05M
|
|
Oct 19, 2020
Q3 2020
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-695- 0.64% |
$28.5K - $32.5K
|
107K
$8.67M
|
|
Oct 23, 2020
Q3 2020
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-729- 1.5% |
$29.9K - $34.1K
|
47.8K
$3.87M
|
|
Oct 14, 2020
Q3 2020
|
Appleton Partners Inc
|
SELL
|
- |
-775- 14.13% |
$31.8K - $36.2K
|
4.71K
$381K
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-858- 2.64% |
$35.2K - $40.1K
|
31.6K
$2.55M
|
|
Oct 16, 2020
Q3 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-900- 72.29% |
$36.9K - $42.1K
|
345
$27.9K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-974Closed |
$39.9K - $45.5K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 1.28% |
$43.9K - $50K
|
82.5K
$6.66M
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.25K- 59.42% |
$51.3K - $58.5K
|
855
$69.1K
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.59K- 2.67% |
$65K - $74.1K
|
57.8K
$4.67M
|
|
Oct 08, 2020
Q3 2020
|
Rockland Trust CO
|
SELL
|
- |
-1.75K- 13.41% |
$71.9K - $81.9K
|
11.3K
$914K
|
|
Oct 13, 2020
Q3 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.79K- 17.51% |
$73.3K - $83.6K
|
8.43K
$681K
|
|
Nov 10, 2020
Q3 2020
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.02K- 1.41% |
$82.7K - $94.3K
|
141K
$11.4M
|
|
Nov 09, 2020
Q3 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-2.35K- 3.41% |
$96.4K - $110K
|
66.5K
$5.37M
|
|
Nov 04, 2020
Q3 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.44K- 8.24% |
$100K - $114K
|
27.1K
$2.19M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 32.97% |
$112K - $128K
|
5.58K
$451K
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.87K- 3.22% |
$118K - $134K
|
86.1K
$6.96M
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.87K- 4.85% |
$118K - $134K
|
56.3K
$4.55M
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.91K- 8.93% |
$119K - $136K
|
29.7K
$2.4M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.95K- 38.53% |
$121K - $138K
|
4.7K
$380K
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
SELL
|
- |
-3.44K- 6.28% |
$141K - $161K
|
51.4K
$4.15M
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-3.57K- 11.12% |
$146K - $167K
|
28.6K
$2.31M
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.59K- 0.56% |
$147K - $168K
|
634K
$51.2M
|
|
Nov 13, 2020
Q3 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 2.26% |
$161K - $183K
|
170K
$13.7M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.2K- 11.14% |
$172K - $196K
|
33.5K
$2.7M
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-4.25K- 3.62% |
$174K - $199K
|
113K
$9.14M
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.56K- 22.25% |
$187K - $213K
|
16K
$1.29M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.7KClosed |
$192K - $219K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.99K- 1.94% |
$205K - $233K
|
252K
$20.3M
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.43K- 9.64% |
$222K - $254K
|
50.9K
$4.11M
|
|
Oct 14, 2020
Q3 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.49KClosed |
$225K - $256K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.86K- 9.58% |
$240K - $274K
|
55.4K
$4.47M
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.07K- 8.38% |
$249K - $284K
|
66.4K
$5.36M
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.48K- 6.1% |
$307K - $350K
|
115K
$9.31M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.55K- 23.68% |
$310K - $353K
|
24.3K
$1.97M
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.92K- 17.48% |
$366K - $417K
|
42.1K
$3.4M
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.47K- 59.51% |
$388K - $443K
|
6.44K
$521K
|
|
Oct 13, 2020
Q3 2020
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10K- 2.75% |
$411K - $468K
|
355K
$28.7M
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.8K- 19.05% |
$482K - $550K
|
50K
$4.04M
|
|
Oct 06, 2020
Q3 2020
|
Marotta Asset Management
|
SELL
|
- |
-15K- 10.76% |
$615K - $701K
|
124K
$10.1M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-25.4KClosed |
$1.04M - $1.19M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.9KClosed |
$1.35M - $1.54M
|
0
$0
|