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 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-26- 0.3% |
$1.56K - $1.93K
|
8.66K
$699K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 5.57% |
$2.75K - $3.41K
|
780
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47- 0.91% |
$2.81K - $3.48K
|
5.14K
$415K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-59- 0.09% |
$3.53K - $4.37K
|
62.5K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-64- 1.6% |
$3.83K - $4.74K
|
3.94K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-70- 2.25% |
$4.19K - $5.19K
|
3.05K
$246K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 1.74% |
$5.99K - $7.41K
|
5.66K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 33.33% |
$5.99K - $7.41K
|
200
$16.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-109- 0.13% |
$6.52K - $8.08K
|
81.1K
$6.55M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111Closed |
$6.64K - $8.23K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-125- 1.07% |
$7.48K - $9.26K
|
11.5K
$929K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-131- 0.73% |
$7.84K - $9.71K
|
17.7K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-135- 2.98% |
$8.08K - $10K
|
4.4K
$355K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 0.23% |
$10.2K - $12.6K
|
74K
$5.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 0.23% |
$10.2K - $12.6K
|
74K
$5.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-172- 1.54% |
$10.3K - $12.7K
|
11K
$886K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-175- 3.88% |
$10.5K - $13K
|
4.33K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-188- 5.64% |
$11.3K - $13.9K
|
3.15K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205- 2.97% |
$12.3K - $15.2K
|
6.7K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-241- 0.83% |
$14.4K - $17.9K
|
28.7K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-280- 7.4% |
$16.8K - $20.8K
|
3.51K
$283K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-282- 1.91% |
$16.9K - $20.9K
|
14.5K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-284- 4.02% |
$17K - $21K
|
6.79K
$548K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-298- 1.46% |
$17.8K - $22.1K
|
20.1K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-328- 2.8% |
$19.6K - $24.3K
|
11.4K
$919K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-429- 0.64% |
$25.7K - $31.8K
|
67K
$5.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-448- 8.34% |
$26.8K - $33.2K
|
4.92K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-455- 13.6% |
$27.2K - $33.7K
|
2.89K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-485- 2.08% |
$29K - $35.9K
|
22.8K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-496- 7.42% |
$29.7K - $36.8K
|
6.19K
$499K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-611- 97.92% |
$36.6K - $45.3K
|
13
$1.05K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-649- 16.94% |
$38.8K - $48.1K
|
3.18K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-661- 6.96% |
$39.6K - $49K
|
8.84K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-670- 10.36% |
$40.1K - $49.7K
|
5.8K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-684- 0.49% |
$40.9K - $50.7K
|
140K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-765- 21.47% |
$45.8K - $56.7K
|
2.8K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-799- 1.81% |
$47.8K - $59.2K
|
43.3K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-857- 2.37% |
$51.3K - $63.5K
|
35.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-862- 0.71% |
$51.6K - $63.9K
|
121K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-876- 3.78% |
$52.4K - $64.9K
|
22.3K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-879- 11.72% |
$52.6K - $65.1K
|
6.62K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-949- 21.28% |
$56.8K - $70.3K
|
3.51K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 3.14% |
$63.5K - $78.6K
|
32.8K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 0.59% |
$67.3K - $83.3K
|
190K
$15.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.18K- 4.63% |
$70.5K - $87.3K
|
24.3K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 5.78% |
$75.8K - $93.9K
|
20.7K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 35.49% |
$78.8K - $97.6K
|
2.39K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.38K- 9.87% |
$82.8K - $103K
|
12.6K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.42K- 29.61% |
$85.2K - $106K
|
3.39K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.43K- 7.77% |
$85.5K - $106K
|
17K
$1.37M
|