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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-206- 0.4% |
$13.6K - $14.9K
|
51.8K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-208- 3.51% |
$13.7K - $15.1K
|
5.71K
$456K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-297- 1.12% |
$19.6K - $21.5K
|
26.2K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-297- 3.67% |
$19.6K - $21.5K
|
7.79K
$622K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-305- 50.41% |
$20.1K - $22.1K
|
300
$24K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-307Closed |
$20.2K - $22.2K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-340Closed |
$22.4K - $24.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-365- 0.24% |
$24.1K - $26.4K
|
155K
$12.3M
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-395Closed |
$26K - $28.6K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-412- 11.66% |
$27.2K - $29.8K
|
3.12K
$249K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-479- 1.27% |
$31.6K - $34.7K
|
37.2K
$2.97M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-487Closed |
$32.1K - $35.3K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-537- 4.7% |
$35.4K - $38.9K
|
10.9K
$870K
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-548- 54.53% |
$36.1K - $39.7K
|
457
$36.5K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-552Closed |
$36.4K - $40K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-562- 2.88% |
$37.1K - $40.7K
|
18.9K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-611- 11.9% |
$40.3K - $44.2K
|
4.53K
$361K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-626- 1.19% |
$41.3K - $45.3K
|
52.1K
$4.16M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-658- 7.92% |
$43.4K - $47.7K
|
7.65K
$611K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-676- 8.91% |
$44.6K - $49K
|
6.91K
$552K
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-754- 1.31% |
$49.7K - $54.6K
|
57K
$4.55M
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-815- 2.74% |
$53.7K - $59K
|
28.9K
$2.31M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-818- 2.17% |
$53.9K - $59.2K
|
36.9K
$2.94M
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-858- 0.25% |
$56.6K - $62.1K
|
336K
$26.9M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-884- 4.15% |
$58.3K - $64K
|
20.4K
$1.63M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-895- 11.79% |
$59K - $64.8K
|
6.7K
$535K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-957- 12.69% |
$63.1K - $69.3K
|
6.59K
$526K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-986- 1.8% |
$65K - $71.4K
|
53.7K
$4.29M
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-999- 9.97% |
$65.9K - $72.3K
|
9.02K
$720K
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.01K- 25.0% |
$66.3K - $72.8K
|
3.02K
$241K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.19K- 6.87% |
$78.7K - $86.5K
|
16.2K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.31KClosed |
$86.1K - $94.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.41K- 15.75% |
$93.1K - $102K
|
7.56K
$603K
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-2.13K- 0.67% |
$141K - $154K
|
315K
$25.2M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.22K- 30.04% |
$146K - $161K
|
5.17K
$413K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.41K- 2.87% |
$159K - $174K
|
81.6K
$6.52M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.58K- 4.0% |
$170K - $187K
|
61.9K
$4.94M
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.74K- 6.87% |
$180K - $198K
|
37.1K
$2.96M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 4.33% |
$184K - $202K
|
61.6K
$4.92M
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.86KClosed |
$189K - $207K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.9K- 13.5% |
$191K - $210K
|
18.6K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$193K - $212K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.05KClosed |
$201K - $221K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.26KClosed |
$215K - $236K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.29K- 13.33% |
$217K - $238K
|
21.4K
$1.71M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.93K- 12.86% |
$259K - $285K
|
26.6K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.06K- 31.24% |
$268K - $294K
|
8.94K
$714K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.16K- 50.8% |
$275K - $302K
|
4.03K
$322K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.22K- 55.18% |
$278K - $306K
|
3.43K
$274K
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.26KClosed |
$281K - $309K
|
0
$0
|