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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.84KNew |
$170K - $211K
|
2.84K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 90.39% |
$169K - $210K
|
5.96K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.83KNew |
$169K - $209K
|
2.83K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.82KNew |
$169K - $209K
|
2.82K
$228K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
2.78KNew |
$166K - $206K
|
2.78K
$224K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.76KNew |
$165K - $205K
|
2.76K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.75KNew |
$165K - $204K
|
2.75K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.67KNew |
$160K - $198K
|
2.67K
$215K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.61K+ 4.22% |
$156K - $193K
|
64.5K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.38K+ 1505.06% |
$142K - $176K
|
2.54K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.37K+ 15.02% |
$142K - $176K
|
18.2K
$1.47M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.36K+ 8.29% |
$141K - $175K
|
30.8K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.34K+ 51.11% |
$140K - $174K
|
6.92K
$559K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.34K+ 50.62% |
$140K - $173K
|
6.95K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.28K+ 0.73% |
$137K - $169K
|
316K
$25.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.27K+ 3.77% |
$136K - $169K
|
62.6K
$5.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.21K+ 11.83% |
$132K - $164K
|
20.9K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 36.54% |
$121K - $150K
|
7.58K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2KNew |
$120K - $148K
|
2K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 3.22% |
$119K - $147K
|
63.5K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 1.24% |
$113K - $141K
|
155K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.75KNew |
$105K - $130K
|
1.75K
$141K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.74K+ 366.67% |
$104K - $129K
|
2.21K
$179K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.65K+ 4.5% |
$98.8K - $122K
|
38.3K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.55K+ 0.45% |
$92.7K - $115K
|
349K
$28.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.45K+ 6.25% |
$86.9K - $108K
|
24.7K
$1.99M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.45KNew |
$86.5K - $107K
|
1.45K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$86.3K - $107K
|
1.44K
$116K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.27K+ 7.03% |
$76.1K - $94.2K
|
19.4K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.23K+ 2.51% |
$73.4K - $90.9K
|
50.1K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.23K+ 9.25% |
$73.4K - $90.9K
|
14.5K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.17KNew |
$70.2K - $86.9K
|
1.17K
$94.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
854+ 6.57% |
$51.1K - $63.3K
|
13.9K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
812+ 10.26% |
$48.6K - $60.2K
|
8.72K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
794+ 16.02% |
$47.5K - $58.8K
|
5.75K
$464K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
701+ 13.0% |
$42K - $52K
|
6.09K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
692+ 22.25% |
$41.4K - $51.3K
|
3.8K
$307K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
648+ 68.21% |
$38.8K - $48K
|
1.6K
$129K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
614+ 5.59% |
$36.8K - $45.5K
|
11.6K
$936K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
609+ 9.18% |
$36.5K - $45.1K
|
7.25K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
580+ 1.51% |
$34.7K - $43K
|
38.9K
$3.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
552+ 1.14% |
$33K - $40.9K
|
49.1K
$3.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
538+ 4.82% |
$32.2K - $39.9K
|
11.7K
$944K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
495+ 2.65% |
$29.6K - $36.7K
|
19.2K
$1.55M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
479New |
$28.7K - $35.5K
|
479
$38.7K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
474New |
$28.4K - $35.1K
|
474
$38.3K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
423+ 3.56% |
$25.3K - $31.3K
|
12.3K
$993K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
382+ 0.11% |
$22.9K - $28.3K
|
343K
$27.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
380+ 41.26% |
$22.7K - $28.2K
|
1.3K
$105K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
333+ 3.7% |
$19.9K - $24.7K
|
9.33K
$753K
|