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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
330New |
$19.8K - $24.5K
|
330
$25.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
257+ 8.09% |
$15.4K - $19K
|
3.44K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
252+ 4.51% |
$15.1K - $18.7K
|
5.84K
$459K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
246+ 7.77% |
$14.7K - $18.2K
|
3.41K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
246New |
$14.7K - $18.2K
|
246
$19.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
215New |
$12.9K - $15.9K
|
215
$16.9K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
206+ 5.96% |
$12.3K - $15.3K
|
3.67K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
195+ 4.5% |
$11.7K - $14.5K
|
4.53K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
191+ 0.86% |
$11.4K - $14.2K
|
22.4K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
182+ 1.84% |
$10.9K - $13.5K
|
10.1K
$790K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
175+ 4.64% |
$10.5K - $13K
|
3.95K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
162+ 2.05% |
$9.7K - $12K
|
8.07K
$634K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
161+ 40.15% |
$9.64K - $11.9K
|
562
$44.1K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
157+ 0.84% |
$9.4K - $11.6K
|
18.7K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
136+ 0.83% |
$8.14K - $10.1K
|
16.5K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
115+ 0.75% |
$6.88K - $8.52K
|
15.4K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
91+ 2.43% |
$5.45K - $6.74K
|
3.83K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
84+ 1.19% |
$5.03K - $6.23K
|
7.12K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83New |
$4.97K - $6.15K
|
83
$6.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 0.58% |
$4.25K - $5.26K
|
12.3K
$965K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$3.95K - $4.89K
|
66
$5.18K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$3.89K - $4.82K
|
65
$5.11K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
55+ 0.42% |
$3.29K - $4.08K
|
13K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 48.65% |
$3.23K - $4K
|
165
$13K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
53+ 0.39% |
$3.17K - $3.93K
|
13.7K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$3.05K - $3.78K
|
51
$4.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
25+ 0.27% |
$1.5K - $1.85K
|
9.2K
$723K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$898 - $1.11K
|
15
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14+ 0.29% |
$838 - $1.04K
|
4.79K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.26% |
$658 - $815
|
4.29K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.11% |
$599 - $741
|
9.33K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.37% |
$479 - $593
|
2.14K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.05% |
$299 - $371
|
9.29K
$729K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.2% |
$180 - $222
|
1.5K
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $222
|
13.3K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$180 - $222
|
430
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$180 - $222
|
1.5K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.49% |
$180 - $222
|
610
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$180 - $222
|
826
$64.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$120 - $148
|
465
$36.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.45% |
$120 - $148
|
444
$34.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.68% |
$59.9 - $74.1
|
148
$11.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.48% |
$59.9 - $74.1
|
211
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.68% |
$59.9 - $74.1
|
148
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 9.09% |
$59.9 - $74.1
|
12
$943
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
1+ 0.01% |
$59.9 - $74.1
|
8.64K
$679K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 25.0% |
$120 - $148
|
6
$471
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-14- 0.18% |
$838 - $1.04K
|
7.56K
$594K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 0.74% |
$898 - $1.11K
|
2.02K
$158K
|