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 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.64K- 2.22% |
$105K - $118K
|
72.1K
$5.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.71K- 0.89% |
$110K - $123K
|
191K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.73% |
$110K - $124K
|
61.5K
$5.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.73K- 6.89% |
$110K - $124K
|
23.3K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.76K- 24.6% |
$113K - $127K
|
5.4K
$448K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.78K- 11.8% |
$114K - $128K
|
13.3K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.82K- 2.48% |
$117K - $131K
|
71.6K
$5.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.83K- 1.64% |
$117K - $131K
|
110K
$9.11M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.83K- 2.41% |
$117K - $131K
|
74.2K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.83K- 2.41% |
$117K - $131K
|
74.2K
$6.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 3.74% |
$119K - $134K
|
47.9K
$3.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.89K- 13.95% |
$121K - $136K
|
11.6K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.95K- 28.06% |
$125K - $140K
|
5K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.09K- 4.37% |
$134K - $150K
|
45.8K
$3.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.14K- 30.78% |
$137K - $154K
|
4.81K
$399K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.33K- 6.66% |
$149K - $168K
|
32.7K
$2.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-2.4K- 15.16% |
$153K - $172K
|
13.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.53K- 3.0% |
$162K - $182K
|
82K
$6.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.66K- 0.44% |
$170K - $191K
|
604K
$50.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.71K- 18.48% |
$174K - $195K
|
12K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.11K- 16.47% |
$199K - $224K
|
15.8K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-3.64K- 1.85% |
$233K - $261K
|
193K
$16M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.66K- 1.45% |
$234K - $263K
|
249K
$20.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.26K- 57.3% |
$273K - $306K
|
3.18K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.37K- 7.58% |
$280K - $314K
|
53.3K
$4.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.55K- 6.85% |
$291K - $327K
|
61.8K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.58K- 22.08% |
$357K - $401K
|
19.7K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.23K- 6.44% |
$398K - $447K
|
90.5K
$7.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.47K- 11.94% |
$414K - $465K
|
47.7K
$3.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.48K- 1.3% |
$414K - $466K
|
491K
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.15K- 0.46% |
$457K - $513K
|
1.54M
$128M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.68K- 7.45% |
$491K - $552K
|
95.4K
$7.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.85K- 2.21% |
$502K - $564K
|
348K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.93K- 35.68% |
$507K - $570K
|
14.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.23K- 6.94% |
$526K - $591K
|
110K
$9.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.62K- 12.06% |
$551K - $619K
|
62.9K
$5.22M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.17K- 33.05% |
$587K - $659K
|
18.6K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.29K- 14.99% |
$594K - $667K
|
52.7K
$4.37M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 55.29% |
$693K - $779K
|
8.77K
$727K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-11.6K- 10.57% |
$739K - $831K
|
97.8K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 26.1% |
$764K - $858K
|
33.8K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12K- 34.19% |
$770K - $865K
|
23.2K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 5.96% |
$920K - $1.03M
|
227K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.6K- 18.14% |
$931K - $1.05M
|
65.7K
$5.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 29.67% |
$975K - $1.1M
|
36.1K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16.9K- 59.07% |
$1.08M - $1.22M
|
11.7K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.7K- 56.23% |
$2.35M - $2.64M
|
28.6K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.9K- 26.32% |
$2.55M - $2.87M
|
112K
$9.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-40.4K- 47.83% |
$2.58M - $2.9M
|
44.1K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-54.1K- 7.83% |
$3.46M - $3.89M
|
637K
$52.8M
|