Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.92KNew |
$394K - $431K
|
5.92K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.92K+ 3.46% |
$393K - $431K
|
177K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.91K+ 83.37% |
$393K - $430K
|
13K
$1.12M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.81KNew |
$387K - $423K
|
5.81K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.37K+ 5.41% |
$357K - $391K
|
105K
$8.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.35K+ 56.03% |
$356K - $389K
|
14.9K
$1.28M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.92K+ 4.39% |
$327K - $358K
|
117K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 53.37% |
$320K - $350K
|
13.8K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 2.34% |
$294K - $322K
|
193K
$16.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.34K+ 6.05% |
$289K - $316K
|
76.1K
$6.54M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.34K+ 6.05% |
$289K - $316K
|
76.1K
$6.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3KNew |
$286K - $313K
|
4.3K
$369K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.22K+ 27.43% |
$281K - $307K
|
19.6K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.13KNew |
$275K - $301K
|
4.13K
$355K
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.02KNew |
$267K - $293K
|
4.02K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.94K+ 40.31% |
$262K - $287K
|
13.7K
$1.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 8.27% |
$239K - $262K
|
47.1K
$4.05M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.26KNew |
$217K - $238K
|
3.26K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.18K+ 15.44% |
$211K - $231K
|
23.7K
$2.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.05KNew |
$203K - $222K
|
3.05K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3KNew |
$199K - $218K
|
3K
$257K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.89KNew |
$192K - $211K
|
2.89K
$248K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.89KNew |
$192K - $211K
|
2.89K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.69K+ 1.18% |
$179K - $196K
|
231K
$19.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.5K+ 1.64% |
$166K - $182K
|
155K
$13.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.44K+ 88.22% |
$162K - $178K
|
5.21K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.42K+ 5.54% |
$161K - $176K
|
46.2K
$3.96M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
2.4K+ 3.38% |
$160K - $175K
|
73.4K
$6.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.3K+ 42.36% |
$153K - $167K
|
7.72K
$663K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.21K+ 0.68% |
$147K - $161K
|
329K
$28.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 7.98% |
$145K - $159K
|
29.5K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.97K+ 34.79% |
$131K - $144K
|
7.65K
$657K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88K+ 33.48% |
$125K - $137K
|
7.5K
$644K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.74KNew |
$116K - $127K
|
1.74K
$149K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64K+ 34.47% |
$109K - $120K
|
6.41K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.61K+ 21.92% |
$107K - $117K
|
8.97K
$770K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.57K+ 4.35% |
$105K - $115K
|
37.7K
$3.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.56K+ 4.09% |
$104K - $114K
|
39.8K
$3.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 34.49% |
$102K - $112K
|
5.99K
$514K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.32K+ 5.83% |
$87.4K - $95.8K
|
23.9K
$2.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.31KNew |
$86.8K - $95.1K
|
1.31K
$112K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.25K+ 347.63% |
$83K - $90.9K
|
1.61K
$138K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.1K+ 2.62% |
$73.4K - $80.4K
|
43.3K
$3.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.07K+ 26.42% |
$71.2K - $77.9K
|
5.12K
$440K
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.01KNew |
$66.8K - $73.2K
|
1.01K
$86.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
993New |
$66K - $72.3K
|
993
$85.3K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
918+ 27.14% |
$61K - $66.9K
|
4.3K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
854+ 3.63% |
$56.8K - $62.2K
|
24.4K
$2.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
814+ 25.39% |
$54.1K - $59.3K
|
4.02K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
795New |
$52.9K - $57.9K
|
795
$68.3K
|