Purchases and Sales Made in Q2 2023 in Spdr S&P 400 Mid Cap Value ETF (MDYV)

MDYV Quotes by TradingView

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 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
200
+ 0.76%
$12.6K - $13.8K
26.6K $2.14M
Aug 08, 2023 Q2 2023
Wrapmanager Inc

BUY
 -
189
+ 1.42%
$11.9K - $13K
13.5K $1.09M
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

BUY
 -
170
+ 3.44%
$10.7K - $11.7K
5.11K $410K
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
156
+ 1.15%
$9.81K - $10.7K
13.7K $1.1M
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
150
+ 1.58%
$9.43K - $10.3K
9.66K $776K
Aug 14, 2023 Q2 2023
Sja Financial Advisory, LLC

BUY
 -
149
+ 1.6%
$9.37K - $10.2K
9.46K $759K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
139
+ 3.66%
$8.74K - $9.56K
3.93K $316K
Jul 26, 2023 Q2 2023
Financial Guidance Group, Inc.

BUY
 -
128
+ 0.26%
$8.05K - $8.8K
48.5K $3.89M
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
125
+ 2.61%
$7.86K - $8.6K
4.91K $395K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
120
+ 3.09%
$7.54K - $8.25K
4.01K $322K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
104
New
$6.54K - $7.15K
104 $8.35K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
100
New
$6.29K - $6.88K
100 $8.03K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
70
+ 0.32%
$4.4K - $4.81K
22.2K $1.79M
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
68
+ 1.06%
$4.27K - $4.68K
6.51K $522K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
63
+ 0.12%
$3.96K - $4.33K
52K $4.17M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
54
+ 2.04%
$3.39K - $3.71K
2.7K $217K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
48
+ 0.4%
$3.02K - $3.3K
12.2K $977K
Jul 20, 2023 Q2 2023
Measured Wealth Private Client Group, LLC

BUY
 -
45
+ 0.25%
$2.83K - $3.1K
18.3K $1.47M
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
39
+ 0.43%
$2.45K - $2.68K
9.15K $735K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
29
+ 0.81%
$1.82K - $1.99K
3.61K $290K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
20
+ 0.55%
$1.26K - $1.38K
3.67K $295K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
17
+ 0.35%
$1.07K - $1.17K
4.87K $391K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
6
New
$377 - $413
6 $482
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
5
+ 0.06%
$314 - $344
7.78K $625K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4
+ 0.13%
$251 - $275
3.16K $254K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4
+ 0.27%
$251 - $275
1.49K $120K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
4
+ 0.27%
$251 - $275
1.49K $120K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
4
+ 0.49%
$251 - $275
819 $65.8K
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
3
+ 0.5%
$189 - $206
605 $48.6K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
3
+ 4.55%
$189 - $206
69 $5.54K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
2
+ 0.42%
$126 - $138
480 $38.5K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
2
+ 0.44%
$126 - $138
461 $37K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
2
+ 0.47%
$126 - $138
425 $34.1K
Jul 26, 2023 Q2 2023
Acas, LLC

BUY
 -
2
+ 0.02%
$126 - $138
8.66K $696K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1
+ 0.01%
$62.9 - $68.8
10.6K $855K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.89%
$62.9 - $68.8
113 $9.08K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-1
- 33.33%
$62.9 - $68.8
2 $161
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

SELL
 -
-3
- 0.03%
$189 - $206
9.53K $766K
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

SELL
 -
-14
- 0.06%
$880 - $963
25.1K $2.01M
Jul 10, 2023 Q2 2023
Appleton Partners Inc

SELL
 -
-20
- 0.47%
$1.26K - $1.38K
4.27K $343K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-28
- 0.37%
$1.76K - $1.93K
7.44K $598K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
SELL
 -
-28
- 16.0%
$1.76K - $1.93K
147 $11.8K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
SELL
 -
-58
- 1.37%
$3.65K - $3.99K
4.19K $336K
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

SELL
 -
-65
- 0.43%
$4.09K - $4.47K
15.1K $1.21M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-71
- 1.56%
$4.46K - $4.88K
4.48K $360K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

SELL
 -
-75
- 0.24%
$4.71K - $5.16K
30.7K $2.47M
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-90
- 98.9%
$5.66K - $6.19K
1 $80.3
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-99
- 0.86%
$6.22K - $6.81K
11.4K $919K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

SELL
 -
-100
- 1.01%
$6.29K - $6.88K
9.78K $785K

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