Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.3M+ 3158.39% |
$254M - $295M
|
4.44M
$381M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21M+ 418.25% |
$130M - $151M
|
2.73M
$235M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.61M+ 1402.31% |
$95.1M - $111M
|
1.73M
$148M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19M+ 278.27% |
$70.1M - $81.5M
|
1.62M
$139M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
861K+ 389.85% |
$50.8M - $59M
|
1.08M
$92.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
565K+ 15617.34% |
$33.3M - $38.7M
|
568K
$48.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
496K+ 52.56% |
$29.2M - $34M
|
1.44M
$124M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
481K+ 341.26% |
$28.3M - $33M
|
621K
$53.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
453K+ 2264.81% |
$26.7M - $31.1M
|
473K
$40.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
206K+ 3173.75% |
$12.1M - $14.1M
|
212K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
169KNew |
$9.95M - $11.6M
|
169K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 509.26% |
$6.06M - $7.05M
|
123K
$10.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
98.7K+ 525.76% |
$5.82M - $6.77M
|
118K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4K+ 736.45% |
$5.33M - $6.2M
|
103K
$8.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
86.7K+ 84.5% |
$5.11M - $5.94M
|
189K
$16.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
79.8K+ 1028.18% |
$4.7M - $5.47M
|
87.5K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69.2KNew |
$4.08M - $4.74M
|
69.2K
$5.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
65.7KNew |
$3.87M - $4.51M
|
65.7K
$5.64M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
62.6K+ 19.91% |
$3.69M - $4.29M
|
377K
$32.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
60.8KNew |
$3.58M - $4.17M
|
60.8K
$5.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.7KNew |
$3.58M - $4.16M
|
60.7K
$5.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
58.4K+ 14.25% |
$3.44M - $4M
|
468K
$40.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.4K+ 20.08% |
$3.44M - $4M
|
349K
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.3KNew |
$3.43M - $3.99M
|
58.3K
$5M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.5KNew |
$3.33M - $3.87M
|
56.5K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
54.2K+ 257.01% |
$3.2M - $3.72M
|
75.3K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.1K+ 405.91% |
$3.13M - $3.64M
|
66.2K
$5.68M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.1KNew |
$2.95M - $3.43M
|
50.1K
$4.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
48.6KNew |
$2.87M - $3.33M
|
48.6K
$4.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.8K+ 137.86% |
$2.76M - $3.21M
|
80.7K
$6.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
46.6K+ 1301.23% |
$2.75M - $3.19M
|
50.2K
$4.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
45.3K+ 50.2% |
$2.67M - $3.11M
|
136K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.4K+ 68.97% |
$2.56M - $2.98M
|
106K
$9.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41K+ 235.96% |
$2.42M - $2.81M
|
58.4K
$5.01M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 16.6% |
$2.31M - $2.69M
|
276K
$23.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39KNew |
$2.3M - $2.67M
|
39K
$3.35M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39KNew |
$2.3M - $2.67M
|
39K
$3.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
38.2K+ 70.34% |
$2.25M - $2.62M
|
92.4K
$7.94M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2KNew |
$2.07M - $2.41M
|
35.2K
$3.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.1KNew |
$2.07M - $2.41M
|
35.1K
$3.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.5KNew |
$2.03M - $2.37M
|
34.5K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33.2K+ 342.01% |
$1.96M - $2.28M
|
42.9K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.7K+ 34.32% |
$1.75M - $2.04M
|
116K
$10M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
29K+ 10.35% |
$1.71M - $1.99M
|
309K
$26.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28.7KNew |
$1.69M - $1.97M
|
28.7K
$2.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
28.2K+ 5.38% |
$1.67M - $1.94M
|
553K
$47.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
26.3K+ 24.27% |
$1.55M - $1.81M
|
135K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
24.6KNew |
$1.45M - $1.68M
|
24.6K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.1KNew |
$1.36M - $1.59M
|
23.1K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
22.3KNew |
$1.32M - $1.53M
|
22.3K
$1.92M
|