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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.93% |
$66.5 - $72.8
|
108
$9.27K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1Closed |
$66.5 - $72.8
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 66.67% |
$133 - $146
|
1
$85.9
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$133 - $146
|
2.94K
$253K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-19- 9.13% |
$1.26K - $1.38K
|
189
$16.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22- 0.29% |
$1.46K - $1.6K
|
7.59K
$651K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.56% |
$1.66K - $1.82K
|
4.42K
$380K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-32Closed |
$2.13K - $2.33K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-37- 0.49% |
$2.46K - $2.7K
|
7.54K
$648K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-41- 0.22% |
$2.73K - $2.99K
|
18.5K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45- 0.14% |
$2.99K - $3.28K
|
31.1K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-51- 94.44% |
$3.39K - $3.71K
|
3
$258
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-52Closed |
$3.46K - $3.79K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-56- 1.79% |
$3.72K - $4.08K
|
3.08K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-57- 0.1% |
$3.79K - $4.15K
|
57.7K
$4.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-65- 0.66% |
$4.32K - $4.73K
|
9.84K
$845K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-71- 9.99% |
$4.72K - $5.17K
|
640
$55K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-82- 0.28% |
$5.45K - $5.97K
|
29.7K
$2.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-116- 0.66% |
$7.71K - $8.45K
|
17.4K
$1.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-123- 1.46% |
$8.18K - $8.96K
|
8.3K
$713K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-123- 2.41% |
$8.18K - $8.96K
|
4.99K
$428K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-127- 4.04% |
$8.45K - $9.25K
|
3.01K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-130- 4.29% |
$8.65K - $9.47K
|
2.9K
$249K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-135- 3.68% |
$8.98K - $9.83K
|
3.53K
$303K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-200- 70.18% |
$13.3K - $14.6K
|
85
$7.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-210- 4.15% |
$14K - $15.3K
|
4.85K
$416K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-220Closed |
$14.6K - $16K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-232- 0.44% |
$15.4K - $16.9K
|
52.8K
$4.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 2.44% |
$16.3K - $17.8K
|
9.82K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 50.0% |
$20K - $21.9K
|
300
$25.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-338- 6.09% |
$22.5K - $24.6K
|
5.21K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-352- 7.22% |
$23.4K - $25.6K
|
4.52K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-365- 1.2% |
$24.3K - $26.6K
|
30K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-389- 1.26% |
$25.9K - $28.3K
|
30.6K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 5.64% |
$26.3K - $28.8K
|
6.61K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-398Closed |
$26.5K - $29K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 2.72% |
$26.6K - $29.1K
|
14.3K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-409- 3.45% |
$27.2K - $29.8K
|
11.4K
$981K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-488- 0.15% |
$32.5K - $35.5K
|
321K
$27.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-511- 1.89% |
$34K - $37.2K
|
26.5K
$2.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-514- 3.03% |
$34.2K - $37.4K
|
16.5K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-620Closed |
$41.2K - $45.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-635Closed |
$42.2K - $46.3K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-649- 1.04% |
$43.2K - $47.3K
|
61.8K
$5.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-653Closed |
$43.4K - $47.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-707- 3.6% |
$47K - $51.5K
|
18.9K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-779- 9.3% |
$51.8K - $56.7K
|
7.59K
$652K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-837- 4.11% |
$55.7K - $61K
|
19.5K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-879- 2.28% |
$58.5K - $64K
|
37.7K
$3.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-993- 17.27% |
$66K - $72.3K
|
4.76K
$408K
|