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 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 4.68% |
$85.9K - $106K
|
29.2K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.46K- 87.55% |
$87.2K - $108K
|
207
$16.3K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 17.27% |
$90.6K - $112K
|
7.25K
$570K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.71K- 9.64% |
$102K - $126K
|
16K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 1.62% |
$107K - $132K
|
109K
$8.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.85K- 2.58% |
$111K - $137K
|
69.7K
$5.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.34K- 4.5% |
$140K - $173K
|
49.7K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.74K- 4.36% |
$164K - $203K
|
60.1K
$4.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.34K- 3.04% |
$200K - $248K
|
106K
$8.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.41K- 1.37% |
$204K - $252K
|
245K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.56K- 6.92% |
$213K - $264K
|
47.9K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.57K- 3.74% |
$214K - $265K
|
91.8K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.8K- 2.85% |
$227K - $282K
|
129K
$10.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4K- 5.55% |
$240K - $297K
|
68.1K
$5.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 51.68% |
$268K - $332K
|
4.19K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 12.65% |
$274K - $339K
|
31.6K
$2.48M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4.59K- 1.86% |
$275K - $340K
|
243K
$19.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.06K- 20.19% |
$303K - $375K
|
20K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.21K- 53.82% |
$312K - $386K
|
4.47K
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.34K- 55.28% |
$319K - $395K
|
4.32K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.5K- 95.3% |
$329K - $408K
|
271
$21.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.25K- 19.98% |
$374K - $463K
|
25K
$1.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.42K- 32.6% |
$384K - $475K
|
13.3K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-6.93K- 7.09% |
$415K - $513K
|
90.8K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.04K- 0.41% |
$421K - $522K
|
1.72M
$135M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.28K- 43.07% |
$436K - $539K
|
9.62K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.64K- 25.52% |
$457K - $566K
|
22.3K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-8.29K- 98.52% |
$496K - $615K
|
125
$9.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.26K- 15.4% |
$554K - $686K
|
50.9K
$4M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10.7K- 32.79% |
$642K - $794K
|
22K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11K- 3.87% |
$657K - $813K
|
273K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 65.62% |
$705K - $872K
|
6.17K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.8K- 36.21% |
$708K - $877K
|
20.8K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.8K- 7.37% |
$709K - $877K
|
149K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 32.86% |
$741K - $918K
|
25.3K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13K- 10.71% |
$780K - $966K
|
109K
$8.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.8K- 48.11% |
$824K - $1.02M
|
14.8K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.8K- 27.85% |
$889K - $1.1M
|
38.5K
$3.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.8K- 52.87% |
$1.01M - $1.24M
|
15K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-18.1K- 2.87% |
$1.08M - $1.34M
|
612K
$48.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 14.02% |
$1.18M - $1.45M
|
120K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.6K- 47.25% |
$1.29M - $1.6M
|
24.1K
$1.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31.8K- 94.59% |
$1.9M - $2.36M
|
1.82K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-50.6K- 12.06% |
$3.03M - $3.75M
|
369K
$29M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-52.1K- 46.56% |
$3.12M - $3.86M
|
59.8K
$4.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-156K- 83.84% |
$9.32M - $11.5M
|
30K
$2.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159K- 95.52% |
$9.53M - $11.8M
|
7.46K
$586K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-430K- 67.54% |
$25.7M - $31.9M
|
207K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-449K- 40.92% |
$26.9M - $33.3M
|
649K
$51M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-607K- 39.48% |
$36.3M - $45M
|
931K
$73.1M
|