Purchases and Sales Made in Q3 2023 in Spdr S&P 400 Mid Cap Value ETF (MDYV)

MDYV Quotes by TradingView

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
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3.71K
+ 2.72%
$237K - $267K
140K $12.1M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
3.61K
+ 1.29%
$231K - $260K
284K $24.5M
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
3.23K
+ 2.35%
$207K - $232K
141K $12.2M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.2K
New
$205K - $230K
3.2K $277K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
3.11K
New
$199K - $223K
3.11K $269K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.11K
New
$199K - $223K
3.11K $269K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.95K
+ 1.16%
$188K - $212K
257K $22.2M
Oct 31, 2023 Q3 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
2.82K
+ 4.37%
$180K - $203K
67.4K $5.83M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.48K
+ 7.05%
$159K - $178K
37.7K $3.26M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.47K
New
$158K - $178K
2.47K $214K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.29K
New
$146K - $164K
2.29K $198K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2.26K
+ 1.14%
$144K - $162K
199K $17.3M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.24K
+ 8.54%
$143K - $161K
28.5K $2.46M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.01K
+ 15.34%
$129K - $145K
15.1K $1.31M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.76K
+ 44.7%
$112K - $126K
5.69K $492K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.62K
+ 3.43%
$104K - $116K
48.9K $4.23M
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
1.52K
+ 5.56%
$97.5K - $109K
28.9K $2.5M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
1.48K
+ 1.86%
$94.8K - $107K
81.2K $7.03M
Nov 01, 2023 Q3 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
1.25K
+ 0.77%
$79.9K - $89.7K
163K $14.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.2K
+ 3.76%
$76.4K - $85.9K
33K $2.85M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
1.12K
+ 3.15%
$71.6K - $80.5K
36.7K $3.17M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
1.04K
+ 3.39%
$66.6K - $74.9K
31.8K $2.75M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
950
New
$60.8K - $68.3K
950 $82.2K
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
879
+ 11.27%
$56.2K - $63.2K
8.68K $751K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
840
+ 8.81%
$53.7K - $60.4K
10.4K $897K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
817
+ 96.57%
$52.2K - $58.7K
1.66K $144K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
806
+ 22.06%
$51.5K - $57.9K
4.46K $386K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
767
+ 18.31%
$49K - $55.1K
4.96K $429K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
707
+ 5.75%
$45.2K - $50.8K
13K $1.13M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
593
+ 11.27%
$37.9K - $42.6K
5.86K $507K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
592
+ 13.57%
$37.9K - $42.5K
4.95K $429K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
584
+ 6.71%
$37.3K - $42K
9.28K $803K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
584
+ 4.72%
$37.3K - $42K
13K $1.12M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
549
+ 2.42%
$35.1K - $39.4K
23.2K $2.01M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
531
+ 1.6%
$34K - $38.2K
33.6K $2.91M
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
530
+ 8.15%
$33.9K - $38.1K
7.04K $609K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
502
+ 0.36%
$32.1K - $36.1K
141K $12.2M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
497
+ 6.45%
$31.8K - $35.7K
8.21K $710K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
479
+ 9.75%
$30.6K - $34.4K
5.39K $467K
Oct 30, 2023 Q3 2023
Thompson Investment Management, Inc.

BUY
 -
402
+ 5.01%
$25.7K - $28.9K
8.42K $728K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
384
+ 7.99%
$24.6K - $27.6K
5.19K $449K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
336
+ 3.16%
$21.5K - $24.1K
11K $950K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
305
+ 5.82%
$19.5K - $21.9K
5.55K $480K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
262
+ 1.42%
$16.8K - $18.8K
18.7K $1.62M
Oct 26, 2023 Q3 2023
Family Capital Trust CO

BUY
 -
251
New
$16.1K - $18K
251 $21.7K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
226
New
$14.5K - $16.2K
226 $19.6K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
212
New
$13.6K - $15.2K
212 $18.3K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
210
New
$13.4K - $15.1K
210 $18.2K
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

BUY
 -
200
+ 2.97%
$12.8K - $14.4K
6.93K $599K

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