Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
832K+ 26.29% |
$53.2M - $59.7M
|
3.99M
$343M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
571KNew |
$36.5M - $41.1M
|
571K
$49.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
263K+ 18.03% |
$16.8M - $18.9M
|
1.72M
$148M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 32.93% |
$7.61M - $8.55M
|
480K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118K+ 763.52% |
$7.52M - $8.45M
|
133K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 10.7% |
$6.93M - $7.79M
|
1.12M
$96.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.6K+ 131.37% |
$6.05M - $6.8M
|
167K
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
73.3KNew |
$4.69M - $5.27M
|
73.3K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
62.1KNew |
$3.97M - $4.46M
|
62.1K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.5K+ 217.17% |
$3.93M - $4.42M
|
89.9K
$7.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
60.1KNew |
$3.85M - $4.32M
|
60.1K
$5.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
58.2KNew |
$3.72M - $4.18M
|
58.2K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51.6K+ 38.52% |
$3.3M - $3.71M
|
186K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.2K+ 57.0% |
$2.83M - $3.17M
|
122K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
41.1K+ 13.99% |
$2.63M - $2.95M
|
335K
$28.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 14.74% |
$2.57M - $2.89M
|
313K
$26.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
38.9K+ 41.79% |
$2.49M - $2.8M
|
132K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.7K+ 8.95% |
$2.16M - $2.42M
|
411K
$35.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.7KNew |
$1.52M - $1.7M
|
23.7K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
18.1KNew |
$1.16M - $1.3M
|
18.1K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17.5KNew |
$1.12M - $1.26M
|
17.5K
$1.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.9KNew |
$1.08M - $1.21M
|
16.9K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.8K+ 2.07% |
$947K - $1.06M
|
730K
$62.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1K+ 112.83% |
$902K - $1.01M
|
26.6K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14KNew |
$897K - $1.01M
|
14K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
14K+ 2.35% |
$893K - $1M
|
607K
$52.1M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
13.8K+ 3.4% |
$880K - $989K
|
419K
$36M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 92.73% |
$880K - $989K
|
28.6K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 9.76% |
$869K - $976K
|
153K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.6K+ 11.03% |
$742K - $834K
|
117K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4K+ 173.14% |
$727K - $817K
|
17.9K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6K+ 7.03% |
$675K - $758K
|
161K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$646K - $725K
|
10.1K
$867K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.03K+ 43.19% |
$577K - $649K
|
29.9K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
8.68K+ 1.4% |
$555K - $624K
|
630K
$54.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.56KNew |
$483K - $543K
|
7.56K
$649K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.39K+ 122.17% |
$473K - $531K
|
13.4K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.13K+ 193.04% |
$456K - $512K
|
10.8K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.24K+ 27.24% |
$399K - $448K
|
29.1K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.77KNew |
$369K - $415K
|
5.77K
$495K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.7K+ 143.29% |
$365K - $410K
|
9.68K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.64KNew |
$360K - $405K
|
5.64K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.63K+ 34.5% |
$360K - $404K
|
21.9K
$1.88M
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.49K+ 2.27% |
$351K - $395K
|
247K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.39K+ 4.64% |
$344K - $387K
|
122K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.67K+ 1.97% |
$299K - $336K
|
242K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.12K+ 62.99% |
$263K - $296K
|
10.7K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.79KNew |
$242K - $272K
|
3.79K
$325K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.78KNew |
$241K - $271K
|
3.78K
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
3.76K+ 1.11% |
$241K - $270K
|
342K
$29.4M
|