Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.95KNew |
$185K - $203K
|
2.95K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.65K+ 0.18% |
$167K - $182K
|
1.46M
$117M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
2.64K+ 5.63% |
$166K - $182K
|
49.6K
$3.98M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.1K+ 3.43% |
$132K - $144K
|
63.4K
$5.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.04K+ 35.87% |
$128K - $140K
|
7.71K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$126K - $138K
|
2K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 1.78% |
$123K - $134K
|
112K
$8.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.95K+ 28.97% |
$123K - $134K
|
8.7K
$698K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 0.91% |
$109K - $119K
|
193K
$15.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.72K+ 7.0% |
$108K - $118K
|
26.2K
$2.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.65K+ 6.1% |
$103K - $113K
|
28.6K
$2.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$97.3K - $106K
|
1.55K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.47K+ 2.07% |
$92.1K - $101K
|
72.1K
$5.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 12.79% |
$87.7K - $95.9K
|
12.3K
$987K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.39K+ 1.59% |
$87.6K - $95.9K
|
88.9K
$7.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.34K+ 4.83% |
$84.4K - $92.4K
|
29.2K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 1.39% |
$83.1K - $90.9K
|
96.7K
$7.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.28K+ 2.79% |
$80.6K - $88.2K
|
47.3K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17KNew |
$73.7K - $80.6K
|
1.17K
$94.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.15K+ 1.47% |
$72.5K - $79.4K
|
79.6K
$6.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 2.19% |
$71.8K - $78.5K
|
53.2K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.1K+ 10.91% |
$69K - $75.5K
|
11.2K
$896K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 7.9% |
$67.6K - $74K
|
14.7K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
974+ 0.65% |
$61.2K - $67K
|
152K
$12.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
917+ 16.49% |
$57.6K - $63.1K
|
6.48K
$520K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
906+ 14.66% |
$57K - $62.3K
|
7.09K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
903+ 5.96% |
$56.8K - $62.1K
|
16.1K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
857+ 10.08% |
$53.9K - $58.9K
|
9.36K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
812+ 2.62% |
$51K - $55.8K
|
31.8K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
690+ 8.62% |
$43.4K - $47.5K
|
8.69K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
563+ 7.68% |
$35.4K - $38.7K
|
7.89K
$634K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
547+ 182.94% |
$34.4K - $37.6K
|
846
$67.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
518+ 2.34% |
$32.6K - $35.6K
|
22.7K
$1.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
506+ 14.66% |
$31.8K - $34.8K
|
3.96K
$318K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
480+ 15.39% |
$30.2K - $33K
|
3.6K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
451+ 12.78% |
$28.3K - $31K
|
3.98K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
435+ 9.25% |
$27.3K - $29.9K
|
5.14K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
432+ 2.4% |
$27.2K - $29.7K
|
18.4K
$1.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
400+ 8.23% |
$25.1K - $27.5K
|
5.26K
$423K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
357+ 1.32% |
$22.4K - $24.6K
|
27.4K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
350+ 2.32% |
$22K - $24.1K
|
15.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
332+ 1.09% |
$20.9K - $22.8K
|
30.7K
$2.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
312+ 0.63% |
$19.6K - $21.5K
|
49.8K
$4M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.0% |
$18.9K - $20.6K
|
7.8K
$626K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
289+ 0.62% |
$18.2K - $19.9K
|
47.2K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
237+ 94.8% |
$14.9K - $16.3K
|
487
$39.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
217+ 114.21% |
$13.6K - $14.9K
|
407
$32.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
209New |
$13.1K - $14.4K
|
209
$16.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
208New |
$13.1K - $14.3K
|
208
$16.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$12.6K - $13.8K
|
200
$16.1K
|