Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-100- 20.0% |
$5.78K - $6.9K
|
400
$31.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 3.3% |
$7.23K - $8.63K
|
3.67K
$293K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-136- 2.46% |
$7.86K - $9.39K
|
5.39K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146- 0.63% |
$8.44K - $10.1K
|
23K
$1.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-162- 4.26% |
$9.37K - $11.2K
|
3.64K
$291K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-227- 0.38% |
$13.1K - $15.7K
|
59.8K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-294- 6.05% |
$17K - $20.3K
|
4.57K
$365K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-319- 1.34% |
$18.4K - $22K
|
23.5K
$1.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-320- 1.81% |
$18.5K - $22.1K
|
17.4K
$1.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-344- 0.65% |
$19.9K - $23.7K
|
52.4K
$4.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-345- 0.42% |
$19.9K - $23.8K
|
81.7K
$6.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-362- 7.14% |
$20.9K - $25K
|
4.71K
$376K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-399- 0.99% |
$23.1K - $27.5K
|
39.9K
$3.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-431- 5.72% |
$24.9K - $29.8K
|
7.1K
$567K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-495- 5.17% |
$28.6K - $34.2K
|
9.09K
$726K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-503- 0.96% |
$29.1K - $34.7K
|
51.8K
$4.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-524- 7.79% |
$30.3K - $36.2K
|
6.21K
$496K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-525- 5.13% |
$30.4K - $36.2K
|
9.7K
$775K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-596- 2.91% |
$34.5K - $41.1K
|
19.9K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-657- 77.29% |
$38K - $45.4K
|
193
$15.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 8.92% |
$40.5K - $48.3K
|
7.15K
$571K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-786- 1.22% |
$45.4K - $54.3K
|
63.5K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-795- 13.98% |
$46K - $54.9K
|
4.89K
$391K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-896- 0.48% |
$51.8K - $61.9K
|
186K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-904- 0.13% |
$52.3K - $62.4K
|
673K
$53.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-913- 25.67% |
$52.8K - $63K
|
2.64K
$211K
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.09K- 0.51% |
$62.9K - $75K
|
211K
$16.9M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.14K- 18.01% |
$66K - $78.8K
|
5.2K
$415K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-1.15K- 9.07% |
$66.7K - $79.6K
|
11.6K
$923K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.25K- 3.97% |
$72.4K - $86.5K
|
30.3K
$2.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.31K- 6.63% |
$75.5K - $90.2K
|
18.4K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 1.36% |
$79.8K - $95.3K
|
100K
$8M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.41K- 7.78% |
$81.4K - $97.1K
|
16.7K
$1.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.49K- 4.55% |
$86K - $103K
|
31.2K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 2.37% |
$88.3K - $105K
|
63K
$5.03M
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.54K- 3.29% |
$88.8K - $106K
|
45.1K
$3.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 10.01% |
$89K - $106K
|
13.8K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.91K- 5.02% |
$110K - $132K
|
36K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.94K- 5.41% |
$112K - $134K
|
33.9K
$2.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.96K- 21.94% |
$113K - $135K
|
6.98K
$558K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.17K- 3.82% |
$125K - $150K
|
54.6K
$4.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.57K- 87.68% |
$149K - $177K
|
361
$28.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.61K- 2.61% |
$151K - $180K
|
97.5K
$7.79M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.07K- 42.86% |
$177K - $212K
|
4.09K
$326K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.58K- 39.17% |
$207K - $247K
|
5.56K
$444K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3.58K- 1.44% |
$207K - $247K
|
245K
$19.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.45K- 5.58% |
$258K - $308K
|
75.4K
$6.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5K- 41.67% |
$289K - $345K
|
7K
$559K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.38K- 3.87% |
$311K - $371K
|
134K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.04K- 7.36% |
$349K - $417K
|
76K
$6.07M
|