Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
238KNew |
$15.3M - $16.6M
|
238K
$19.1M
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
214KNew |
$13.7M - $14.9M
|
214K
$17.2M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 20.86% |
$9.57M - $10.4M
|
866K
$69.5M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
90.2K+ 997.21% |
$5.78M - $6.27M
|
99.2K
$7.97M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.4K+ 24.55% |
$4.57M - $4.97M
|
362K
$29.1M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
44.9K+ 7.01% |
$2.88M - $3.13M
|
686K
$55.1M
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39.6K+ 50.4% |
$2.53M - $2.75M
|
118K
$9.49M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.8K+ 28.21% |
$2.49M - $2.7M
|
177K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
36.8K+ 7.48% |
$2.36M - $2.56M
|
529K
$42.5M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.4K+ 938.31% |
$2.2M - $2.39M
|
38.1K
$3.06M
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
32.2K+ 34.52% |
$2.06M - $2.24M
|
126K
$10.1M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
32K+ 23.18% |
$2.05M - $2.22M
|
170K
$13.7M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
29.2K+ 9.66% |
$1.87M - $2.03M
|
331K
$26.6M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.9K+ 47.68% |
$1.79M - $1.94M
|
86.5K
$6.95M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
20.6K+ 10.71% |
$1.32M - $1.43M
|
212K
$17.1M
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
18.3K+ 4.26% |
$1.17M - $1.27M
|
448K
$36M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$967K - $1.05M
|
15.1K
$1.21M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
15K+ 10.4% |
$959K - $1.04M
|
159K
$12.8M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5KNew |
$927K - $1.01M
|
14.5K
$1.16M
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.6K+ 43.43% |
$742K - $805K
|
38.2K
$3.07M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.55K+ 4.62% |
$483K - $525K
|
171K
$13.7M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.29K+ 64.12% |
$467K - $507K
|
18.7K
$1.5M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.21KNew |
$461K - $501K
|
7.21K
$579K
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
6.89K+ 2.2% |
$441K - $479K
|
321K
$25.7M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.63K+ 18.67% |
$425K - $461K
|
42.2K
$3.39M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.55K+ 0.96% |
$419K - $455K
|
691K
$55.5M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.11KNew |
$327K - $356K
|
5.11K
$411K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.83K+ 7.62% |
$309K - $336K
|
68.1K
$5.47M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.75K+ 6.83% |
$304K - $330K
|
74.3K
$5.97M
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.62KNew |
$296K - $321K
|
4.62K
$371K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.61K+ 105.03% |
$295K - $321K
|
9.01K
$723K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.53K+ 3.92% |
$290K - $315K
|
120K
$9.64M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.45K+ 3.19% |
$285K - $309K
|
144K
$11.5M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.26KNew |
$273K - $296K
|
4.26K
$342K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.17K+ 12.33% |
$267K - $290K
|
38K
$3.05M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
4.1K+ 2.92% |
$263K - $285K
|
145K
$11.6M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.04K+ 10.77% |
$258K - $281K
|
41.5K
$3.33M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.79K+ 115.14% |
$243K - $264K
|
7.09K
$569K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.57KNew |
$229K - $249K
|
3.57K
$287K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.47KNew |
$222K - $241K
|
3.47K
$279K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 28.78% |
$221K - $240K
|
15.4K
$1.24M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38KNew |
$217K - $235K
|
3.38K
$272K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.14KNew |
$201K - $218K
|
3.14K
$252K
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.06K+ 53.55% |
$196K - $212K
|
8.76K
$704K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$194K - $210K
|
3.02K
$243K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.93K+ 27.76% |
$188K - $204K
|
13.5K
$1.08M
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
2.83K+ 5.15% |
$181K - $197K
|
57.8K
$4.64M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.76K+ 1.29% |
$177K - $192K
|
216K
$17.4M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.46K+ 82.72% |
$157K - $171K
|
5.42K
$436K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.44K+ 9.33% |
$156K - $169K
|
28.5K
$2.29M
|