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 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.1KNew |
$242K - $281K
|
4.1K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.04K+ 1541.22% |
$238K - $277K
|
4.3K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4KNew |
$236K - $274K
|
4K
$329K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.85K+ 2.24% |
$227K - $264K
|
175K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.76KNew |
$221K - $258K
|
3.76K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.72KNew |
$219K - $255K
|
3.72K
$305K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 104.36% |
$217K - $253K
|
7.22K
$593K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.53K+ 3.62% |
$208K - $242K
|
101K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.52K+ 2.31% |
$207K - $241K
|
156K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.51KNew |
$207K - $241K
|
3.51K
$289K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3.36K+ 4.45% |
$198K - $231K
|
78.9K
$6.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$196K - $228K
|
3.33K
$273K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.26KNew |
$192K - $223K
|
3.26K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.26KNew |
$192K - $223K
|
3.26K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$192K - $223K
|
3.25K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.22K+ 1.31% |
$190K - $221K
|
248K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.18KNew |
$188K - $218K
|
3.18K
$262K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.12KNew |
$184K - $214K
|
3.12K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.1K+ 8.13% |
$183K - $212K
|
41.2K
$3.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.01K+ 39.67% |
$178K - $207K
|
10.6K
$872K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.64K+ 39.12% |
$156K - $181K
|
9.39K
$772K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.59K+ 400.77% |
$153K - $178K
|
3.24K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.32K+ 0.64% |
$137K - $159K
|
364K
$29.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.19K+ 22.52% |
$129K - $150K
|
11.9K
$977K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.1K+ 581.99% |
$124K - $144K
|
2.46K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 1087.1% |
$119K - $139K
|
2.21K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 1.47% |
$119K - $139K
|
139K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.96KNew |
$116K - $135K
|
1.96K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.81K+ 0.95% |
$106K - $124K
|
191K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.72K+ 0.68% |
$101K - $118K
|
256K
$21M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.72K+ 185.04% |
$101K - $118K
|
2.65K
$218K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.7K+ 36.96% |
$100K - $117K
|
6.3K
$518K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.6K+ 3.6% |
$94.5K - $110K
|
46.1K
$3.79M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.55K+ 0.65% |
$91.5K - $106K
|
241K
$19.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.46K+ 27.17% |
$86.3K - $100K
|
6.85K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.45K+ 17.3% |
$85.7K - $99.7K
|
9.86K
$811K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 2.48% |
$83.5K - $97.2K
|
58.5K
$4.81M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 1316.19% |
$81.5K - $94.8K
|
1.49K
$122K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.38K+ 1316.19% |
$81.5K - $94.8K
|
1.49K
$122K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.38K+ 4.54% |
$81.1K - $94.3K
|
31.7K
$2.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 3.68% |
$75.8K - $88.2K
|
36.3K
$2.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.22K+ 2.67% |
$71.8K - $83.4K
|
46.8K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 21.77% |
$70.8K - $82.4K
|
6.72K
$552K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.16K+ 17.52% |
$68.5K - $79.7K
|
7.8K
$641K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.14K+ 6.53% |
$66.9K - $77.8K
|
18.5K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.76% |
$61.9K - $72K
|
60.9K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 25.2% |
$60.7K - $70.6K
|
5.12K
$421K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 5.09% |
$60.4K - $70.3K
|
21.2K
$1.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
882+ 28.39% |
$52K - $60.5K
|
3.99K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
843+ 1.85% |
$49.7K - $57.8K
|
46.5K
$3.83M
|