Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
232K+ 64.03% |
$15.4M - $16.9M
|
595K
$47.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
223K+ 3505.67% |
$14.8M - $16.2M
|
229K
$18.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
207K+ 172.88% |
$13.8M - $15.1M
|
327K
$26.3M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
184KNew |
$12.2M - $13.4M
|
184K
$14.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163K+ 287.78% |
$10.9M - $11.9M
|
220K
$17.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
113K+ 63.78% |
$7.49M - $8.2M
|
289K
$23.2M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
79.6K+ 63.45% |
$5.3M - $5.8M
|
205K
$16.5M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
74.1KNew |
$4.93M - $5.4M
|
74.1K
$5.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73.1KNew |
$4.86M - $5.32M
|
73.1K
$5.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.9K+ 20.93% |
$3.32M - $3.63M
|
288K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.6K+ 92.87% |
$2.63M - $2.88M
|
82.3K
$6.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
38.3KNew |
$2.55M - $2.79M
|
38.3K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 4.42% |
$2.55M - $2.79M
|
904K
$72.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2KNew |
$2.34M - $2.57M
|
35.2K
$2.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
33.9K+ 15.65% |
$2.25M - $2.47M
|
250K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
32.4KNew |
$2.15M - $2.36M
|
32.4K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
29.9K+ 5.65% |
$1.99M - $2.18M
|
558K
$44.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
28.8K+ 13.58% |
$1.92M - $2.1M
|
241K
$19.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
28.2KNew |
$1.87M - $2.05M
|
28.2K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 30.14% |
$1.76M - $1.93M
|
114K
$9.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
24.3K+ 22.94% |
$1.62M - $1.77M
|
131K
$10.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
23.7K+ 42.3% |
$1.58M - $1.73M
|
79.8K
$6.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5K+ 282.94% |
$1.5M - $1.64M
|
30.5K
$2.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4KNew |
$1.49M - $1.63M
|
22.4K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
21.4K+ 13.47% |
$1.42M - $1.56M
|
180K
$14.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
20.8K+ 25.2% |
$1.38M - $1.52M
|
103K
$8.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
19.2K+ 75.38% |
$1.27M - $1.4M
|
44.6K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
18.5KNew |
$1.23M - $1.35M
|
18.5K
$1.48M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
15.7KNew |
$1.05M - $1.15M
|
15.7K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
14.8KNew |
$987K - $1.08M
|
14.8K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$975K - $1.07M
|
14.7K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 32.64% |
$901K - $987K
|
55.1K
$4.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
12.7K+ 8.85% |
$846K - $927K
|
157K
$12.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12KNew |
$798K - $874K
|
12K
$964K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 30.19% |
$763K - $836K
|
49.5K
$3.97M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$723K - $792K
|
10.9K
$873K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 14.04% |
$699K - $766K
|
85.4K
$6.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
9.89K+ 7322.96% |
$657K - $720K
|
10K
$805K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.54KNew |
$635K - $695K
|
9.54K
$766K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9.5KNew |
$632K - $692K
|
9.5K
$763K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
8.55KNew |
$569K - $623K
|
8.55K
$687K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08KNew |
$538K - $589K
|
8.08K
$649K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.66K+ 10.31% |
$509K - $558K
|
82K
$6.58M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.59KNew |
$505K - $553K
|
7.59K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.88K+ 11.96% |
$457K - $501K
|
64.4K
$5.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.76K+ 1931.43% |
$450K - $492K
|
7.11K
$571K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.49K+ 5.49% |
$431K - $473K
|
125K
$10M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
5.98K+ 0.63% |
$397K - $435K
|
949K
$76.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.98K+ 1.8% |
$397K - $435K
|
337K
$27.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.95K+ 92.28% |
$396K - $433K
|
12.4K
$996K
|