Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.58KNew |
$207K - $247K
|
3.58K
$310K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.58KNew |
$207K - $247K
|
3.58K
$310K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.53KNew |
$204K - $244K
|
3.53K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.42K+ 0.65% |
$198K - $236K
|
528K
$45.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.04K+ 34.45% |
$176K - $210K
|
11.9K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.01K+ 1.27% |
$174K - $208K
|
239K
$20.7M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.87KNew |
$166K - $198K
|
2.87K
$249K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.49K+ 145.93% |
$144K - $172K
|
4.2K
$363K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.38K+ 14.62% |
$137K - $164K
|
18.6K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.3K+ 14.29% |
$133K - $159K
|
18.4K
$1.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.27K+ 15.02% |
$131K - $157K
|
17.4K
$1.5M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.2K+ 5.11% |
$127K - $152K
|
45.3K
$3.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.92K+ 2.38% |
$111K - $133K
|
82.6K
$7.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
1.87K+ 40.5% |
$108K - $129K
|
6.47K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.83K+ 4.79% |
$106K - $126K
|
40K
$3.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.73K+ 1.58% |
$100K - $119K
|
111K
$9.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.69K+ 23.91% |
$97.7K - $117K
|
8.76K
$758K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.54K+ 43.88% |
$88.9K - $106K
|
5.04K
$436K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 28.21% |
$79.4K - $94.9K
|
6.25K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.34KNew |
$77.7K - $92.7K
|
1.34K
$116K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.26K+ 2.84% |
$73K - $87.2K
|
45.7K
$3.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1.2K+ 18.32% |
$69.4K - $82.9K
|
7.76K
$671K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 15.23% |
$65.6K - $78.3K
|
8.58K
$742K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 3.04% |
$65K - $77.6K
|
38.1K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
989+ 1.28% |
$57.2K - $68.3K
|
78.5K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
914+ 0.46% |
$52.8K - $63.1K
|
199K
$17.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
913+ 4.75% |
$52.8K - $63K
|
20.2K
$1.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
887+ 18.36% |
$51.3K - $61.2K
|
5.72K
$495K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
858+ 22.94% |
$49.6K - $59.2K
|
4.6K
$398K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
817+ 9.69% |
$47.2K - $56.4K
|
9.25K
$800K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
808New |
$46.7K - $55.8K
|
808
$69.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
800+ 13.5% |
$46.3K - $55.2K
|
6.73K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
777+ 6.32% |
$44.9K - $53.6K
|
13.1K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
733+ 0.98% |
$42.4K - $50.6K
|
75.5K
$6.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
718New |
$41.5K - $49.6K
|
718
$62.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
674+ 3.3% |
$39K - $46.5K
|
21.1K
$1.83M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
646+ 0.21% |
$37.4K - $44.6K
|
308K
$26.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
592+ 13.57% |
$34.2K - $40.9K
|
4.95K
$429K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
556+ 0.72% |
$32.1K - $38.4K
|
77.6K
$6.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
547+ 0.56% |
$31.6K - $37.8K
|
97.4K
$8.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
543+ 0.86% |
$31.4K - $37.5K
|
63.7K
$5.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
468+ 7.45% |
$27.1K - $32.3K
|
6.75K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
452+ 1.18% |
$26.1K - $31.2K
|
38.6K
$3.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
445+ 0.78% |
$25.7K - $30.7K
|
57.3K
$4.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
411+ 0.91% |
$23.8K - $28.4K
|
45.6K
$3.95M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
407+ 0.5% |
$23.5K - $28.1K
|
82.6K
$7.14M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
405+ 4.21% |
$23.4K - $28K
|
10K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
390+ 4.19% |
$22.5K - $26.9K
|
9.7K
$839K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
380New |
$22K - $26.2K
|
380
$32.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
379+ 68.91% |
$21.9K - $26.2K
|
929
$80.4K
|