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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
814New |
$48K - $55.8K
|
814
$69.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
800+ 3.18% |
$47.2K - $54.9K
|
26K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
756New |
$44.6K - $51.8K
|
756
$64.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
736+ 0.11% |
$43.4K - $50.5K
|
674K
$57.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
720New |
$42.5K - $49.4K
|
720
$61.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
719+ 5.28% |
$42.4K - $49.3K
|
14.3K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
655+ 4.73% |
$38.6K - $44.9K
|
14.5K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
646New |
$38.1K - $44.3K
|
646
$55.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
603New |
$35.6K - $41.3K
|
603
$51.8K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
602+ 14.04% |
$35.5K - $41.3K
|
4.89K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
593+ 0.76% |
$35K - $40.7K
|
78.2K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
541+ 0.66% |
$31.9K - $37.1K
|
82.2K
$7.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
533+ 9.32% |
$31.4K - $36.5K
|
6.25K
$537K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
463+ 8.91% |
$27.3K - $31.7K
|
5.66K
$486K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
451New |
$26.6K - $30.9K
|
451
$38.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
445+ 8.21% |
$26.2K - $30.5K
|
5.86K
$503K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
438+ 0.69% |
$25.8K - $30K
|
64.1K
$5.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
385+ 4.49% |
$22.7K - $26.4K
|
8.96K
$770K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
362+ 7.12% |
$21.3K - $24.8K
|
5.44K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
347+ 7.28% |
$20.5K - $23.8K
|
5.11K
$439K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
342New |
$20.2K - $23.5K
|
342
$29.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
338+ 355.79% |
$19.9K - $23.2K
|
433
$37.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
287+ 1.08% |
$16.9K - $19.7K
|
26.8K
$2.3M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
255New |
$15K - $17.5K
|
255
$21.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
233New |
$13.7K - $16K
|
233
$20K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
230+ 0.58% |
$13.6K - $15.8K
|
40.1K
$3.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
225New |
$13.3K - $15.4K
|
225
$19.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
213New |
$12.6K - $14.6K
|
213
$18.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
197New |
$11.6K - $13.5K
|
197
$16.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
184+ 2.64% |
$10.8K - $12.6K
|
7.17K
$615K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
181+ 4.94% |
$10.7K - $12.4K
|
3.85K
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
154+ 0.84% |
$9.08K - $10.6K
|
18.4K
$1.58M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
144+ 0.32% |
$8.49K - $9.87K
|
45.3K
$3.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
143+ 0.72% |
$8.43K - $9.81K
|
20K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
103+ 0.11% |
$6.07K - $7.06K
|
91.7K
$7.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$5.9K - $6.86K
|
100
$8.59K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
64+ 0.12% |
$3.77K - $4.39K
|
52.4K
$4.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
64+ 2.42% |
$3.77K - $4.39K
|
2.71K
$233K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50+ 0.57% |
$2.95K - $3.43K
|
8.81K
$756K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
42New |
$2.48K - $2.88K
|
42
$3.61K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 0.18% |
$2.42K - $2.81K
|
23.1K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.38% |
$1.06K - $1.23K
|
4.75K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16New |
$943 - $1.1K
|
16
$1.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9+ 0.1% |
$531 - $617
|
9.1K
$781K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
9New |
$531 - $617
|
9
$773
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 12.07% |
$413 - $480
|
65
$5.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.56% |
$413 - $480
|
457
$39.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.13% |
$354 - $411
|
4.61K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
5+ 0.06% |
$295 - $343
|
8.66K
$744K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.08% |
$295 - $343
|
6.21K
$533K
|