Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
13.8K+ 7.29% |
$827K - $1.02M
|
203K
$16.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13.7K+ 4.08% |
$818K - $1.01M
|
348K
$28.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
13.6KNew |
$813K - $1.01M
|
13.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 153.77% |
$755K - $935K
|
20.8K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 8.76% |
$739K - $915K
|
153K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.3KNew |
$739K - $915K
|
12.3K
$996K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
11.1KNew |
$665K - $823K
|
11.1K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
9.82KNew |
$588K - $728K
|
9.82K
$792K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.43K+ 28.6% |
$564K - $699K
|
42.4K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.75K+ 7.49% |
$524K - $649K
|
126K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.1K+ 221.88% |
$425K - $526K
|
10.3K
$831K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.55KNew |
$392K - $486K
|
6.55K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.43KNew |
$385K - $477K
|
6.43K
$519K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.2KNew |
$371K - $460K
|
6.2K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.79K+ 8.04% |
$347K - $429K
|
77.8K
$6.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.39K+ 2.1% |
$323K - $400K
|
262K
$21.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$319K - $395K
|
5.33K
$430K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.33KNew |
$319K - $395K
|
5.33K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.31KNew |
$318K - $394K
|
5.31K
$429K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.27K+ 10753.06% |
$315K - $390K
|
5.32K
$429K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.96KNew |
$297K - $368K
|
4.96K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.95KNew |
$296K - $367K
|
4.95K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.78K+ 66.9% |
$286K - $354K
|
11.9K
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.61K+ 1568.03% |
$276K - $342K
|
4.9K
$396K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.44K+ 25.31% |
$265K - $329K
|
22K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$265K - $328K
|
4.43K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.32K+ 15.19% |
$258K - $320K
|
32.7K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.15KNew |
$249K - $308K
|
4.15K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$242K - $300K
|
4.05K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.94KNew |
$236K - $292K
|
3.94K
$318K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.93KNew |
$235K - $291K
|
3.93K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.91KNew |
$234K - $290K
|
3.91K
$315K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.79K+ 2.32% |
$227K - $281K
|
167K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.69K+ 57.96% |
$221K - $273K
|
10.1K
$812K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.42KNew |
$205K - $253K
|
3.42K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.42KNew |
$205K - $253K
|
3.42K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.39KNew |
$203K - $252K
|
3.39K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.39K+ 30845.45% |
$203K - $251K
|
3.4K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.35K+ 67.56% |
$200K - $248K
|
8.3K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3.34KNew |
$200K - $247K
|
3.34K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.34KNew |
$200K - $247K
|
3.34K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 73.39% |
$199K - $246K
|
7.85K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.29KNew |
$197K - $243K
|
3.29K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.25K+ 3245.0% |
$194K - $240K
|
3.35K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.23KNew |
$193K - $239K
|
3.23K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.05K+ 3.9% |
$182K - $226K
|
81.1K
$6.55M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
2.95K+ 3.91% |
$177K - $219K
|
78.5K
$6.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.93K+ 58.52% |
$175K - $217K
|
7.93K
$640K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$171K - $212K
|
2.86K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.86K+ 77.53% |
$171K - $212K
|
6.55K
$529K
|