Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.16K- 2.56% |
$127K - $153K
|
82.2K
$6.63M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.51KClosed |
$148K - $178K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.88KClosed |
$170K - $204K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.94KClosed |
$173K - $208K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$174K - $208K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.02KClosed |
$178K - $213K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.03K- 59.21% |
$178K - $214K
|
2.08K
$168K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.05KClosed |
$180K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.09KClosed |
$182K - $219K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.12KClosed |
$184K - $221K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.13KClosed |
$184K - $221K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.16KClosed |
$186K - $223K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.16KClosed |
$186K - $224K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.2KClosed |
$189K - $226K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.23K- 75.87% |
$190K - $228K
|
1.03K
$82.8K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.25KClosed |
$192K - $230K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.28KClosed |
$193K - $232K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.36K- 31.96% |
$198K - $238K
|
7.15K
$577K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.7KClosed |
$218K - $262K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.7K- 17.29% |
$218K - $262K
|
17.7K
$1.43M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.07KClosed |
$240K - $288K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$243K - $292K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.14K- 5.07% |
$244K - $293K
|
77.5K
$6.25M
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-4.41K- 11.89% |
$260K - $312K
|
32.7K
$2.64M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.64K- 48.79% |
$274K - $328K
|
4.87K
$393K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.68K- 3.99% |
$276K - $331K
|
112K
$9.07M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.7KClosed |
$277K - $333K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-5.03KClosed |
$296K - $356K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.04KClosed |
$297K - $356K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.28K- 59.12% |
$311K - $374K
|
3.65K
$295K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.45K- 48.22% |
$322K - $386K
|
5.86K
$473K
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-7.5K- 50.75% |
$442K - $531K
|
7.28K
$588K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.67K- 19.85% |
$452K - $543K
|
31K
$2.5M
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
SELL
|
- |
-7.83K- 2.49% |
$462K - $554K
|
307K
$24.8M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.16KClosed |
$481K - $577K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-8.26KClosed |
$487K - $584K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.98KClosed |
$530K - $636K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.14K- 19.96% |
$539K - $647K
|
36.7K
$2.96M
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.19K- 16.47% |
$542K - $651K
|
46.6K
$3.76M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.53KClosed |
$562K - $674K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9.81K- 1.43% |
$578K - $694K
|
674K
$54.4M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.3KClosed |
$605K - $726K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 54.62% |
$661K - $793K
|
9.31K
$752K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.2K- 43.16% |
$719K - $863K
|
16.1K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.3KClosed |
$726K - $872K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-12.7K- 4.18% |
$747K - $897K
|
290K
$23.4M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 99.13% |
$767K - $920K
|
114
$9.2K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.6K- 89.71% |
$800K - $960K
|
1.56K
$126K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.4KClosed |
$906K - $1.09M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 51.38% |
$958K - $1.15M
|
15.4K
$1.24M
|