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 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
173+ 5.86% |
$11.1K - $12.4K
|
3.12K
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
157+ 2.42% |
$10K - $11.3K
|
6.64K
$570K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
139+ 0.69% |
$8.89K - $9.99K
|
20.4K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
131+ 0.27% |
$8.38K - $9.41K
|
48.6K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
94+ 0.33% |
$6.01K - $6.75K
|
28.4K
$2.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
90+ 0.49% |
$5.76K - $6.47K
|
18.4K
$1.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
90+ 2.5% |
$5.76K - $6.47K
|
3.69K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
87New |
$5.56K - $6.25K
|
87
$7.47K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 9.25% |
$4.99K - $5.6K
|
921
$79.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
77+ 2.52% |
$4.92K - $5.53K
|
3.13K
$269K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75+ 0.23% |
$4.8K - $5.39K
|
32.7K
$2.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
75+ 97.4% |
$4.8K - $5.39K
|
152
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 0.01% |
$4.8K - $5.39K
|
1.1M
$94.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
57+ 0.11% |
$3.65K - $4.1K
|
52K
$4.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55+ 0.48% |
$3.52K - $3.95K
|
11.5K
$988K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46New |
$2.94K - $3.31K
|
46
$3.95K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44+ 0.36% |
$2.81K - $3.16K
|
12.2K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
43+ 0.45% |
$2.75K - $3.09K
|
9.5K
$816K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
36+ 0.1% |
$2.3K - $2.59K
|
36.1K
$3.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
24+ 0.35% |
$1.53K - $1.72K
|
6.9K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24+ 0.26% |
$1.53K - $1.72K
|
9.18K
$788K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
18+ 0.23% |
$1.15K - $1.29K
|
7.91K
$679K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16+ 0.29% |
$1.02K - $1.15K
|
5.59K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.26% |
$703 - $790
|
4.28K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
11New |
$703 - $790
|
11
$944
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$640 - $719
|
2.14K
$183K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
9+ 450.0% |
$576 - $647
|
11
$944
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.49% |
$256 - $287
|
823
$70.7K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.27% |
$256 - $287
|
1.5K
$129K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4+ 0.27% |
$256 - $287
|
1.5K
$129K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.07% |
$192 - $216
|
4.58K
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.06% |
$128 - $144
|
3.17K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$128 - $144
|
463
$39.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.47% |
$128 - $144
|
427
$36.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.33% |
$128 - $144
|
607
$52.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.96% |
$64 - $71.9
|
105
$9.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.91% |
$64 - $71.9
|
111
$9.53K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.5% |
$64 - $71.9
|
201
$17.3K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 11.11% |
$64 - $71.9
|
8
$687
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 7.14% |
$128 - $144
|
26
$2.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-4- 0.04% |
$256 - $287
|
11.2K
$958K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9- -0.0% |
$576 - $647
|
189K
$16.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$831 - $934
|
7.07K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-17- 0.23% |
$1.09K - $1.22K
|
7.5K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-20- 0.15% |
$1.28K - $1.44K
|
13.7K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-22- 0.25% |
$1.41K - $1.58K
|
8.64K
$742K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-30- 0.66% |
$1.92K - $2.16K
|
4.51K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-30- 0.59% |
$1.92K - $2.16K
|
5.04K
$432K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33- 0.9% |
$2.11K - $2.37K
|
3.64K
$312K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-38- 7.92% |
$2.43K - $2.73K
|
442
$38K
|