Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.5% |
$236 - $274
|
812
$65.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.63% |
$177 - $206
|
476
$38.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$177 - $206
|
600
$48.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.85% |
$59 - $68.6
|
119
$9.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$59 - $68.6
|
1
$80.7
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.62% |
$236 - $274
|
645
$52.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
SELL
|
- |
-26- 0.16% |
$1.53K - $1.78K
|
16K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-29- 13.24% |
$1.71K - $1.99K
|
190
$15.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-30- 0.69% |
$1.77K - $2.06K
|
4.29K
$346K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-45- 0.04% |
$2.65K - $3.09K
|
111K
$8.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90- 0.23% |
$5.31K - $6.17K
|
38.5K
$3.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-118- 2.45% |
$6.96K - $8.09K
|
4.69K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-121- 1.69% |
$7.13K - $8.3K
|
7.03K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.96% |
$11.2K - $13K
|
9.51K
$767K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-225- 6.3% |
$13.3K - $15.4K
|
3.35K
$270K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-287- 3.58% |
$16.9K - $19.7K
|
7.73K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-291- 6.4% |
$17.2K - $20K
|
4.25K
$343K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-320- 6.32% |
$18.9K - $21.9K
|
4.74K
$383K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.11% |
$21.3K - $24.8K
|
32.2K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-373- 7.74% |
$22K - $25.6K
|
4.44K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-381- 5.78% |
$22.5K - $26.1K
|
6.21K
$501K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-418- 8.29% |
$24.6K - $28.7K
|
4.62K
$373K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-438- 0.58% |
$25.8K - $30K
|
74.9K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-472- 8.25% |
$27.8K - $32.4K
|
5.25K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-575- 3.45% |
$33.9K - $39.4K
|
16.1K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-576- 1.27% |
$34K - $39.5K
|
44.7K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-600- 16.95% |
$35.4K - $41.1K
|
2.94K
$237K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-612- 3.29% |
$36.1K - $42K
|
18K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-741- 7.39% |
$43.7K - $50.8K
|
9.28K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 0.94% |
$44.2K - $51.4K
|
79.1K
$6.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-764- 2.7% |
$45K - $52.4K
|
27.5K
$2.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-802- 11.29% |
$47.3K - $55K
|
6.3K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-823- 17.22% |
$48.5K - $56.4K
|
3.96K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-829- 6.2% |
$48.9K - $56.8K
|
12.5K
$1.01M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-832- 1.01% |
$49.1K - $57.1K
|
81.7K
$6.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-833- 12.87% |
$49.1K - $57.1K
|
5.64K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 21.25% |
$64K - $74.5K
|
4.03K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.18K- 1.55% |
$69.6K - $80.9K
|
74.9K
$6.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.19K- 10.56% |
$70.3K - $81.7K
|
10.1K
$815K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19K- 1.88% |
$70.3K - $81.7K
|
62.3K
$5.02M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.2K- 21.67% |
$71K - $82.6K
|
4.35K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.21K- 4.04% |
$71.6K - $83.2K
|
28.8K
$2.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.32K- 2.54% |
$77.5K - $90.2K
|
50.5K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.55K- 1.98% |
$91.4K - $106K
|
76.9K
$6.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.79K- 5.68% |
$106K - $123K
|
29.8K
$2.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.95K- 6.24% |
$115K - $133K
|
29.2K
$2.36M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.95K- 28.02% |
$115K - $134K
|
5.02K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.99K- 0.67% |
$117K - $136K
|
295K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.11K- 1.57% |
$124K - $144K
|
132K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.64K- 4.61% |
$155K - $181K
|
54.6K
$4.41M
|