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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
688+ 4.08% |
$45.8K - $50.1K
|
17.6K
$1.51M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
680+ 10.04% |
$45.2K - $49.5K
|
7.45K
$640K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
665+ 22.0% |
$44.2K - $48.4K
|
3.69K
$317K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
623New |
$41.4K - $45.4K
|
623
$53.5K
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
615+ 13.6% |
$40.9K - $44.8K
|
5.14K
$441K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
552New |
$36.7K - $40.2K
|
552
$47.4K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
545+ 10.66% |
$36.2K - $39.7K
|
5.66K
$486K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
523+ 15.54% |
$34.8K - $38.1K
|
3.89K
$334K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
487New |
$32.4K - $35.5K
|
487
$41.8K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
465+ 0.86% |
$30.9K - $33.9K
|
54.7K
$4.69M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
450New |
$29.9K - $32.8K
|
450
$38.6K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
449+ 3.33% |
$29.9K - $32.7K
|
14K
$1.2M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
395+ 131.67% |
$26.3K - $28.8K
|
695
$59.7K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
392+ 5.02% |
$26.1K - $28.6K
|
8.2K
$704K
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
371+ 10.38% |
$24.7K - $27K
|
3.94K
$339K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
359+ 2.01% |
$23.9K - $26.1K
|
18.3K
$1.57M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
340New |
$22.6K - $24.8K
|
340
$29.2K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
262New |
$17.4K - $19.1K
|
262
$22.5K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
260New |
$17.3K - $18.9K
|
260
$22.3K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
257+ 514.0% |
$17.1K - $18.7K
|
307
$26.4K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
210New |
$14K - $15.3K
|
210
$18K
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
202+ 2.48% |
$13.4K - $14.7K
|
8.36K
$718K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 5.67% |
$10.8K - $11.9K
|
3.04K
$261K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
141+ 4.91% |
$9.38K - $10.3K
|
3.01K
$259K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
135New |
$8.98K - $9.83K
|
135
$11.6K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 16.36% |
$8.91K - $9.76K
|
953
$81.8K
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
133+ 2.31% |
$8.84K - $9.69K
|
5.9K
$506K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
125+ 735.29% |
$8.31K - $9.11K
|
142
$12.2K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
117+ 1.84% |
$7.78K - $8.52K
|
6.46K
$555K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
108+ 3.11% |
$7.18K - $7.87K
|
3.58K
$307K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 28.57% |
$6.65K - $7.28K
|
450
$38.6K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
91+ 5.3% |
$6.05K - $6.63K
|
1.81K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
82New |
$5.45K - $5.97K
|
82
$7.04K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
68+ 0.13% |
$4.52K - $4.95K
|
52.7K
$4.53M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
67New |
$4.46K - $4.88K
|
67
$5.75K
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
60+ 1.26% |
$3.99K - $4.37K
|
4.83K
$414K
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50New |
$3.33K - $3.64K
|
50
$4.29K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.59% |
$3.13K - $3.42K
|
8.03K
$690K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
39+ 0.62% |
$2.59K - $2.84K
|
6.33K
$544K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
35+ 0.68% |
$2.33K - $2.55K
|
5.17K
$444K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
25+ 2500.0% |
$1.66K - $1.82K
|
26
$2.23K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 0.41% |
$1.26K - $1.38K
|
4.64K
$398K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 0.39% |
$998 - $1.09K
|
3.83K
$329K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11+ 0.21% |
$732 - $801
|
5.26K
$452K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9New |
$599 - $656
|
9
$773
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
6New |
$399 - $437
|
6
$515
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.51% |
$266 - $291
|
796
$68.3K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.65% |
$200 - $219
|
467
$40.1K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.51% |
$200 - $219
|
588
$50.5K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
1New |
$66.5 - $72.8
|
1
$85.9
|