Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-42- 2.03% |
$2.69K - $3.02K
|
2.03K
$162K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-56- 81.16% |
$3.58K - $4.02K
|
13
$1.04K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-59- 0.67% |
$3.77K - $4.24K
|
8.69K
$694K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-64- 56.64% |
$4.09K - $4.6K
|
49
$3.91K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66- 7.4% |
$4.22K - $4.74K
|
826
$66K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-69- 0.37% |
$4.41K - $4.96K
|
18.7K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-94- 1.93% |
$6.01K - $6.75K
|
4.78K
$381K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.32% |
$6.27K - $7.04K
|
30.6K
$2.45M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 1.71% |
$6.4K - $7.18K
|
5.76K
$460K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-101- 1.04% |
$6.46K - $7.26K
|
9.65K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-107- 2.91% |
$6.84K - $7.69K
|
3.58K
$286K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-146- 2.0% |
$9.34K - $10.5K
|
7.14K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-152- 4.21% |
$9.72K - $10.9K
|
3.46K
$276K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-165- 0.22% |
$10.6K - $11.9K
|
75.5K
$6.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-172- 3.65% |
$11K - $12.4K
|
4.54K
$362K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-196- 4.98% |
$12.5K - $14.1K
|
3.74K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-209- 2.69% |
$13.4K - $15K
|
7.57K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-238- 6.03% |
$15.2K - $17.1K
|
3.71K
$296K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-271- 7.07% |
$17.3K - $19.5K
|
3.56K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-286- 4.1% |
$18.3K - $20.5K
|
6.68K
$534K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-287- 5.79% |
$18.4K - $20.6K
|
4.67K
$373K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-296- 8.68% |
$18.9K - $21.3K
|
3.12K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-329- 67.56% |
$21K - $23.6K
|
158
$12.6K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-340- 3.52% |
$21.7K - $24.4K
|
9.32K
$744K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-353- 2.11% |
$22.6K - $25.4K
|
16.4K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-511- 1.18% |
$32.7K - $36.7K
|
42.9K
$3.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-558- 11.41% |
$35.7K - $40.1K
|
4.33K
$346K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-579- 14.63% |
$37K - $41.6K
|
3.38K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-588- 4.25% |
$37.6K - $42.2K
|
13.3K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-596- 11.44% |
$38.1K - $42.8K
|
4.62K
$369K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-600- 4.09% |
$38.4K - $43.1K
|
14.1K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-609- 11.86% |
$38.9K - $43.8K
|
4.53K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-696- 15.37% |
$44.5K - $50K
|
3.83K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-699- 1.41% |
$44.7K - $50.2K
|
48.9K
$3.9M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-717- 16.79% |
$45.9K - $51.5K
|
3.55K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-727- 1.86% |
$46.5K - $52.2K
|
38.4K
$3.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-767- 7.86% |
$49K - $55.1K
|
8.99K
$718K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-819- 1.29% |
$52.4K - $58.8K
|
62.5K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-925- 12.69% |
$59.2K - $66.5K
|
6.37K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.03K- 1.93% |
$65.7K - $73.8K
|
52.2K
$4.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.1K- 14.55% |
$70.4K - $79.1K
|
6.47K
$516K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.14K- 25.51% |
$73K - $82.1K
|
3.34K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.19K- 4.45% |
$75.8K - $85.2K
|
25.5K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 2.45% |
$82.8K - $93K
|
51.4K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 6.82% |
$83.5K - $93.8K
|
17.8K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.45K- 15.46% |
$92.5K - $104K
|
7.91K
$632K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.45K- 14.83% |
$92.7K - $104K
|
8.33K
$665K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.53K- 1.11% |
$97.8K - $110K
|
136K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.54K- 1.93% |
$98.4K - $111K
|
78.1K
$6.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.55K- 5.82% |
$99K - $111K
|
25K
$2M
|