Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.7K+ 1.08% |
$178K - $195K
|
253K
$20.2M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.69K+ 3.63% |
$177K - $195K
|
76.8K
$6.13M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.51KNew |
$166K - $182K
|
2.51K
$201K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.11K+ 2.64% |
$139K - $153K
|
81.9K
$6.54M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.87K+ 47.39% |
$123K - $135K
|
5.81K
$464K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 2.26% |
$122K - $134K
|
83.8K
$6.69M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.84K+ 2.5% |
$121K - $133K
|
75.5K
$6.03M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.74K+ 41.98% |
$114K - $126K
|
5.87K
$469K
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.6K+ 5.69% |
$106K - $116K
|
29.8K
$2.38M
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.34K+ 3.09% |
$88.2K - $96.9K
|
44.6K
$3.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.23KNew |
$81.2K - $89.1K
|
1.23K
$98.3K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.01KNew |
$66.3K - $72.9K
|
1.01K
$80.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1KNew |
$65.9K - $72.4K
|
1K
$79.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
845+ 1.9% |
$55.7K - $61.2K
|
45.4K
$3.63M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
750New |
$49.5K - $54.3K
|
750
$59.9K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
700New |
$46.2K - $50.7K
|
700
$55.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
624+ 1.77% |
$41.1K - $45.2K
|
35.9K
$2.86M
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
576+ 72.45% |
$38K - $41.7K
|
1.37K
$109K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
570+ 11.13% |
$37.6K - $41.3K
|
5.69K
$454K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
570+ 7.61% |
$37.6K - $41.3K
|
8.07K
$644K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
530+ 1.7% |
$34.9K - $38.4K
|
31.6K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
493+ 13.77% |
$32.5K - $35.7K
|
4.07K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
487+ 0.57% |
$32.1K - $35.3K
|
85.9K
$6.86M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
478+ 234.31% |
$31.5K - $34.6K
|
682
$54.5K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
450New |
$29.7K - $32.6K
|
450
$35.9K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
377+ 9.83% |
$24.9K - $27.3K
|
4.21K
$336K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
358+ 1.5% |
$23.6K - $25.9K
|
24.2K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
309+ 29.15% |
$20.4K - $22.4K
|
1.37K
$109K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
305+ 101.67% |
$20.1K - $22.1K
|
605
$48.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
298+ 5.05% |
$19.7K - $21.6K
|
6.19K
$495K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
292New |
$19.3K - $21.1K
|
292
$23.3K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
285+ 9.86% |
$18.8K - $20.6K
|
3.18K
$254K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
279+ 7.57% |
$18.4K - $20.2K
|
3.97K
$317K
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
278+ 0.5% |
$18.3K - $20.1K
|
55.8K
$4.46M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
264+ 0.14% |
$17.4K - $19.1K
|
195K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
251+ 0.54% |
$16.6K - $18.2K
|
46.4K
$3.71M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
238+ 7.9% |
$15.7K - $17.2K
|
3.25K
$260K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
233New |
$15.4K - $16.9K
|
233
$18.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
220New |
$14.5K - $15.9K
|
220
$17.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
219New |
$14.4K - $15.9K
|
219
$17.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
203+ 6.78% |
$13.4K - $14.7K
|
3.2K
$255K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 0.22% |
$11K - $12.1K
|
76.3K
$6.09M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 0.22% |
$11K - $12.1K
|
76.3K
$6.09M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
154+ 0.83% |
$10.2K - $11.2K
|
18.7K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
150+ 5000.0% |
$9.89K - $10.9K
|
153
$12.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
136+ 0.16% |
$8.97K - $9.85K
|
84.3K
$6.73M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122+ 46.92% |
$8.04K - $8.84K
|
382
$30.5K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
122+ 4.01% |
$8.04K - $8.84K
|
3.16K
$253K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
117New |
$7.71K - $8.47K
|
117
$9.34K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
102+ 1.19% |
$6.73K - $7.39K
|
8.65K
$691K
|