Purchases and Sales Made in Q1 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P MIDCAP 400 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-141- 1.34% |
$61.1K - $70.1K
|
10.4K
$5.67M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-142- 2.06% |
$61.5K - $70.6K
|
6.75K
$3.69M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-147- 9.29% |
$63.7K - $73.1K
|
1.44K
$783K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-149- 4.19% |
$64.5K - $74.1K
|
3.41K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-150- 50.0% |
$65K - $74.6K
|
150
$81.9K
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-150- 16.13% |
$65K - $74.6K
|
780
$426K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-150- 1.62% |
$65K - $74.6K
|
9.12K
$4.98M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-153- 0.33% |
$66.3K - $76.1K
|
46.2K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-154- 13.39% |
$66.7K - $76.6K
|
996
$544K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-157- 0.73% |
$68K - $78K
|
21.4K
$11.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-157- 1.49% |
$68K - $78K
|
10.4K
$5.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-158- 0.93% |
$68.4K - $78.5K
|
16.8K
$9.18M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-160- 1.05% |
$69.3K - $79.5K
|
15K
$8.22M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-160- 20.86% |
$69.3K - $79.5K
|
607
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-162- 64.54% |
$70.2K - $80.5K
|
89
$48.6K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-165- 0.69% |
$71.5K - $82K
|
23.7K
$13M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-169- 1.57% |
$73.2K - $84K
|
10.6K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-170- 7.2% |
$73.6K - $84.5K
|
2.19K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-172- 2.01% |
$74.5K - $85.5K
|
8.37K
$4.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-174- 3.33% |
$75.4K - $86.5K
|
5.06K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-176- 16.46% |
$76.2K - $87.5K
|
893
$488K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-177- 4.82% |
$76.7K - $88K
|
3.49K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-179- 26.25% |
$77.5K - $89K
|
503
$275K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-188- 18.82% |
$81.4K - $93.5K
|
811
$443K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-190- 1.43% |
$82.3K - $94.5K
|
13.1K
$7.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-191- 8.25% |
$82.7K - $94.9K
|
2.12K
$1.16M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-194- 6.64% |
$84K - $96.4K
|
2.73K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-197- 10.24% |
$85.3K - $97.9K
|
1.73K
$943K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-200- 15.72% |
$86.6K - $99.4K
|
1.07K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-200- 14.88% |
$86.6K - $99.4K
|
1.14K
$625K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-200- 89.29% |
$86.6K - $99.4K
|
24
$13.1K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-201- 1.37% |
$87.1K - $99.9K
|
14.5K
$7.92M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-203- 15.85% |
$87.9K - $101K
|
1.08K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-207- 26.47% |
$89.7K - $103K
|
575
$314K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-213- 7.48% |
$92.3K - $106K
|
2.63K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-214- 3.73% |
$92.7K - $106K
|
5.52K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-218- 2.68% |
$94.4K - $108K
|
7.93K
$4.33M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-219- 8.05% |
$94.8K - $109K
|
2.5K
$1.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-220- 0.89% |
$95.3K - $109K
|
24.5K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-220- 6.07% |
$95.3K - $109K
|
3.41K
$1.86M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-225- 4.7% |
$97.4K - $112K
|
4.56K
$2.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-228- 1.17% |
$98.7K - $113K
|
19.3K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-231- 0.39% |
$100K - $115K
|
58.9K
$32.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-233- 4.81% |
$101K - $116K
|
4.61K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-234- 3.49% |
$101K - $116K
|
6.47K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-235- 6.14% |
$102K - $117K
|
3.59K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-235- 0.88% |
$102K - $117K
|
26.6K
$14.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-236- 5.19% |
$102K - $117K
|
4.31K
$2.35M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 15.92% |
$108K - $124K
|
1.32K
$721K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-250- 3.4% |
$108K - $124K
|
7.1K
$3.88M
|