Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73M+ 663.67% |
$163M - $202M
|
3.14M
$259M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.16M+ 479.57% |
$69.6M - $86.2M
|
1.4M
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
754K+ 326.97% |
$45.2M - $55.9M
|
985K
$81.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
549K+ 10168.03% |
$32.9M - $40.7M
|
555K
$45.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
520K+ 13.03% |
$31.2M - $38.6M
|
4.52M
$373M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 22.18% |
$14.9M - $18.4M
|
1.37M
$113M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
198K+ 658.11% |
$11.8M - $14.6M
|
228K
$18.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
181KNew |
$10.9M - $13.4M
|
181K
$15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
177KNew |
$10.6M - $13.1M
|
177K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
143K+ 1245.51% |
$8.58M - $10.6M
|
155K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
140KNew |
$8.4M - $10.4M
|
140K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
138K+ 282.68% |
$8.27M - $10.2M
|
187K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 101.1% |
$7.99M - $9.9M
|
266K
$22M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
112K+ 50.71% |
$6.68M - $8.27M
|
332K
$27.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
81.8K+ 14.32% |
$4.9M - $6.06M
|
653K
$54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.4K+ 152.11% |
$4.75M - $5.89M
|
132K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
75.9KNew |
$4.54M - $5.62M
|
75.9K
$6.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
72.4K+ 14.73% |
$4.33M - $5.37M
|
564K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71.8KNew |
$4.3M - $5.32M
|
71.8K
$5.94M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.6K+ 13.27% |
$3.69M - $4.56M
|
526K
$43.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
58.9K+ 43.19% |
$3.52M - $4.36M
|
195K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.8K+ 383.24% |
$3.28M - $4.06M
|
69.1K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.2KNew |
$2.95M - $3.65M
|
49.2K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.8K+ 50.95% |
$2.74M - $3.39M
|
136K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.7K+ 9.51% |
$2.73M - $3.38M
|
526K
$43.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
43.8K+ 6.0% |
$2.62M - $3.24M
|
773K
$64M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.5KNew |
$2.6M - $3.22M
|
43.5K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43K+ 403.08% |
$2.57M - $3.18M
|
53.6K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
41.8KNew |
$2.5M - $3.1M
|
41.8K
$3.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.7KNew |
$2.49M - $3.09M
|
41.7K
$3.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.9KNew |
$2.39M - $2.96M
|
39.9K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
37.9K+ 6.24% |
$2.27M - $2.81M
|
645K
$53.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.8K+ 1088.09% |
$2.02M - $2.51M
|
36.9K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.9K+ 36.32% |
$1.97M - $2.44M
|
123K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
29KNew |
$1.74M - $2.15M
|
29K
$2.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
28.8KNew |
$1.72M - $2.13M
|
28.8K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 12.24% |
$1.67M - $2.06M
|
255K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
27.7K+ 95.1% |
$1.66M - $2.06M
|
56.9K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.7K+ 182.9% |
$1.66M - $2.05M
|
42.8K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
26.8K+ 15.13% |
$1.6M - $1.98M
|
204K
$16.8M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
26K+ 13.48% |
$1.56M - $1.93M
|
219K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.3K+ 166.1% |
$1.34M - $1.65M
|
35.8K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.9K+ 33.32% |
$1.31M - $1.62M
|
87.6K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21.8KNew |
$1.31M - $1.62M
|
21.8K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20K+ 37.92% |
$1.2M - $1.48M
|
72.7K
$6.01M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
19.1K+ 192.85% |
$1.14M - $1.42M
|
29K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.8K+ 132.09% |
$947K - $1.17M
|
27.8K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
15.3KNew |
$917K - $1.14M
|
15.3K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3KNew |
$914K - $1.13M
|
15.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15K+ 34.9% |
$897K - $1.11M
|
57.9K
$4.79M
|