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 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.1K+ 33.62% |
$1.3M - $1.52M
|
87.9K
$7.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$1.23M - $1.43M
|
20.8K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.9K+ 309.11% |
$1.17M - $1.36M
|
26.3K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
18.9K+ 6.13% |
$1.11M - $1.29M
|
327K
$26.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 18.59% |
$1.07M - $1.24M
|
116K
$9.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$1.03M - $1.19M
|
17.4K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 39.74% |
$973K - $1.13M
|
58.1K
$4.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.9K+ 253.88% |
$935K - $1.09M
|
22.1K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 36.96% |
$785K - $913K
|
49.4K
$4.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
12.9K+ 12.9% |
$762K - $887K
|
113K
$9.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$736K - $856K
|
12.5K
$1.03M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
12K+ 5.69% |
$708K - $823K
|
223K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7K+ 207.56% |
$690K - $802K
|
17.3K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11KNew |
$651K - $757K
|
11K
$908K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.8K+ 141.23% |
$636K - $739K
|
18.4K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.73K+ 26.11% |
$574K - $667K
|
47K
$3.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
9.65K+ 52.4% |
$569K - $661K
|
28.1K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.56K+ 0.65% |
$564K - $656K
|
1.49M
$122M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.55K+ 8380.7% |
$563K - $655K
|
9.67K
$795K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.41K+ 79.26% |
$555K - $645K
|
21.3K
$1.75M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.76KNew |
$516K - $600K
|
8.76K
$720K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8.37KNew |
$493K - $574K
|
8.37K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.78K+ 1.26% |
$459K - $534K
|
623K
$51.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.49KNew |
$441K - $513K
|
7.49K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.33KNew |
$432K - $503K
|
7.33K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.17K+ 8.21% |
$423K - $492K
|
94.5K
$7.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.09KNew |
$418K - $486K
|
7.09K
$583K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.02KNew |
$414K - $481K
|
7.02K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.56KNew |
$387K - $450K
|
6.56K
$539K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34KNew |
$374K - $434K
|
6.34K
$521K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.22KNew |
$367K - $426K
|
6.22K
$511K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.75KNew |
$339K - $394K
|
5.75K
$472K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.7K+ 14.34% |
$336K - $391K
|
45.5K
$3.74M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.52K+ 9524.14% |
$326K - $379K
|
5.58K
$459K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.51KNew |
$325K - $378K
|
5.51K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.34K+ 4.27% |
$315K - $366K
|
130K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2KNew |
$307K - $357K
|
5.2K
$427K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.19K+ 123.51% |
$306K - $356K
|
9.38K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.09KNew |
$300K - $349K
|
5.09K
$419K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05KNew |
$297K - $346K
|
5.05K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.02KNew |
$296K - $344K
|
5.02K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 5.42% |
$287K - $334K
|
94.7K
$7.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.76K+ 5.36% |
$281K - $327K
|
93.7K
$7.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.62KNew |
$273K - $317K
|
4.62K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46KNew |
$263K - $306K
|
4.46K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.38KNew |
$258K - $300K
|
4.38K
$360K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.36KNew |
$257K - $299K
|
4.36K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
4.35KNew |
$256K - $298K
|
4.35K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 14.84% |
$245K - $285K
|
32.1K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.13K+ 87.8% |
$244K - $283K
|
8.84K
$726K
|