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 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 31.08% |
$148K - $161K
|
9.77K
$784K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
2.14K+ 11.6% |
$137K - $149K
|
20.6K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.09K+ 21.39% |
$134K - $145K
|
11.8K
$951K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.02K+ 2.5% |
$129K - $141K
|
82.7K
$6.65M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 42.58% |
$123K - $134K
|
6.45K
$518K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
1.85K+ 2.03% |
$119K - $129K
|
93.3K
$7.49M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.77K+ 1.61% |
$114K - $123K
|
112K
$9.01M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.68K+ 5.86% |
$108K - $117K
|
30.4K
$2.44M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53K+ 6.94% |
$97.8K - $106K
|
23.5K
$1.89M
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.49K+ 2.28% |
$95.2K - $103K
|
66.6K
$5.35M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 2.04% |
$92K - $99.9K
|
71.8K
$5.76M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 2.04% |
$92K - $99.9K
|
71.8K
$5.76M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.42K+ 2.68% |
$90.6K - $98.4K
|
54.2K
$4.35M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 2.25% |
$88.2K - $95.8K
|
62.5K
$5.02M
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.35K+ 2.46% |
$86.1K - $93.5K
|
56.1K
$4.5M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.29K+ 15.68% |
$82.8K - $89.9K
|
9.54K
$766K
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 2.4% |
$82.7K - $89.8K
|
55K
$4.42M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.23K+ 12.99% |
$78.4K - $85.2K
|
10.7K
$856K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 18.87% |
$68.8K - $74.8K
|
6.77K
$544K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
966+ 0.64% |
$61.9K - $67.2K
|
152K
$12.2M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
955+ 5.77% |
$61.2K - $66.4K
|
17.5K
$1.41M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
930+ 4.97% |
$59.6K - $64.7K
|
19.6K
$1.58M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
876+ 18.26% |
$56.1K - $60.9K
|
5.67K
$456K
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
837+ 0.79% |
$53.6K - $58.2K
|
106K
$8.53M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
805+ 20.33% |
$51.6K - $56K
|
4.76K
$383K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
792New |
$50.7K - $55.1K
|
792
$63.6K
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
694+ 0.82% |
$44.4K - $48.3K
|
85.4K
$6.85M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
693+ 3.88% |
$44.4K - $48.2K
|
18.6K
$1.49M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
667+ 9.34% |
$42.7K - $46.4K
|
7.81K
$627K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
662+ 0.2% |
$42.4K - $46K
|
327K
$26.2M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
514+ 3.12% |
$32.9K - $35.7K
|
17K
$1.36M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
455+ 19.67% |
$29.1K - $31.6K
|
2.77K
$222K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
433+ 1396.77% |
$27.7K - $30.1K
|
464
$37.3K
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
425+ 7.98% |
$27.2K - $29.6K
|
5.75K
$462K
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
395+ 1.48% |
$25.3K - $27.5K
|
27.1K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
370+ 10.05% |
$23.7K - $25.7K
|
4.05K
$325K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
285New |
$18.3K - $19.8K
|
285
$22.9K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
278+ 9.01% |
$17.8K - $19.3K
|
3.37K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
249+ 3.38% |
$15.9K - $17.3K
|
7.61K
$611K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
223+ 0.52% |
$14.3K - $15.5K
|
43.5K
$3.5M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
206+ 4.08% |
$13.2K - $14.3K
|
5.25K
$422K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200New |
$12.8K - $13.9K
|
200
$16.1K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
162+ 3.28% |
$10.4K - $11.3K
|
5.11K
$410K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150+ 75.0% |
$9.61K - $10.4K
|
350
$28.1K
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
144+ 1.47% |
$9.22K - $10K
|
9.91K
$796K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
140+ 0.45% |
$8.97K - $9.74K
|
31.2K
$2.5M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
131+ 179.45% |
$8.39K - $9.11K
|
204
$16.4K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
115New |
$7.36K - $8K
|
115
$9.24K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
114+ 76.51% |
$7.3K - $7.93K
|
263
$21.1K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100+ 18.69% |
$6.4K - $6.96K
|
635
$51K
|