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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
370+ 1.87% |
$21.4K - $25.5K
|
20.2K
$1.75M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
370+ 11.67% |
$21.4K - $25.5K
|
3.54K
$306K
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
361+ 1.45% |
$20.9K - $24.9K
|
25.2K
$2.18M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
346+ 1.16% |
$20K - $23.9K
|
30.1K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
338+ 2.59% |
$19.5K - $23.3K
|
13.4K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
319+ 7.55% |
$18.4K - $22K
|
4.55K
$393K
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
310+ 4.9% |
$17.9K - $21.4K
|
6.63K
$574K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
277+ 7.85% |
$16K - $19.1K
|
3.81K
$329K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
235New |
$13.6K - $16.2K
|
235
$20.3K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
206New |
$11.9K - $14.2K
|
206
$17.8K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
200New |
$11.6K - $13.8K
|
200
$17.3K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
186New |
$10.8K - $12.8K
|
186
$16.1K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 0.22% |
$10.1K - $12.1K
|
79.8K
$6.9M
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
165+ 3.42% |
$9.54K - $11.4K
|
4.99K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
154New |
$8.9K - $10.6K
|
154
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
153+ 0.18% |
$8.85K - $10.6K
|
87.3K
$7.55M
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
134+ 1.2% |
$7.75K - $9.25K
|
11.3K
$977K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134+ 2.13% |
$7.75K - $9.25K
|
6.43K
$556K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 2.54% |
$6.59K - $7.87K
|
4.61K
$398K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
104+ 10400.0% |
$6.01K - $7.18K
|
105
$9.08K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
104+ 10400.0% |
$6.01K - $7.18K
|
105
$9.08K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95New |
$5.49K - $6.56K
|
95
$8.22K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 1.47% |
$4.63K - $5.52K
|
5.52K
$477K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58New |
$3.35K - $4K
|
58
$5.02K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 0.86% |
$2.89K - $3.45K
|
5.86K
$507K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34+ 0.45% |
$1.97K - $2.35K
|
7.63K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
BUY
|
- |
31+ 0.19% |
$1.79K - $2.14K
|
16K
$1.38M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24+ 0.22% |
$1.39K - $1.66K
|
10.9K
$944K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
23+ 0.4% |
$1.33K - $1.59K
|
5.72K
$495K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.38% |
$1.04K - $1.24K
|
4.73K
$409K
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
12+ 0.24% |
$694 - $828
|
5.06K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 1000.0% |
$578 - $690
|
11
$952
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.05% |
$231 - $276
|
7.6K
$657K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.66% |
$231 - $276
|
612
$52.9K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.67% |
$231 - $276
|
597
$51.6K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.42% |
$116 - $138
|
473
$40.9K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.93% |
$57.8 - $69
|
109
$9.43K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$116 - $138
|
32.6K
$2.82M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.92% |
$173 - $207
|
58
$5.02K
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7- 0.14% |
$405 - $483
|
4.95K
$428K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-13- 0.18% |
$752 - $898
|
7.27K
$629K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15- 0.18% |
$867 - $1.04K
|
8.41K
$727K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20- 0.41% |
$1.16K - $1.38K
|
4.81K
$416K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.5% |
$1.39K - $1.66K
|
4.77K
$412K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.62% |
$1.85K - $2.21K
|
5.11K
$442K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33- 0.65% |
$1.91K - $2.28K
|
5.08K
$440K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 6.62% |
$2.66K - $3.18K
|
649
$56.1K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.61% |
$3.47K - $4.14K
|
9.7K
$839K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-68- 1.39% |
$3.93K - $4.69K
|
4.82K
$417K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-81- 0.31% |
$4.68K - $5.59K
|
26.5K
$2.29M
|