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 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.18K+ 139.44% |
$2.24M - $2.57M
|
8.89K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.99K+ 20.62% |
$2.16M - $2.48M
|
29.2K
$17.1M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.94KNew |
$2.14M - $2.45M
|
4.94K
$2.89M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.7K+ 90.24% |
$2.03M - $2.33M
|
9.9K
$5.8M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.61K+ 92.7% |
$2M - $2.29M
|
9.59K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.5KNew |
$1.95M - $2.24M
|
4.5K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.47K+ 170.45% |
$1.94M - $2.22M
|
7.09K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.12K+ 1.67% |
$1.78M - $2.05M
|
250K
$147M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.05K+ 279.12% |
$1.75M - $2.01M
|
5.5K
$3.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.8K+ 43.11% |
$1.65M - $1.89M
|
12.6K
$7.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.71KNew |
$1.61M - $1.84M
|
3.71K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
3.33K+ 43.11% |
$1.44M - $1.65M
|
11K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.31K+ 6.18% |
$1.44M - $1.65M
|
56.9K
$33.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.21KNew |
$1.39M - $1.6M
|
3.21K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 5.99% |
$1.35M - $1.55M
|
55.1K
$32.3M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.06K+ 4.68% |
$1.32M - $1.52M
|
68.3K
$40M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3KNew |
$1.3M - $1.49M
|
3K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.8K+ 8.64% |
$1.21M - $1.39M
|
35.2K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 101.33% |
$1.19M - $1.37M
|
5.46K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 1299.03% |
$1.16M - $1.34M
|
2.9K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.44K+ 3.14% |
$1.06M - $1.21M
|
80.2K
$47M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.44K+ 269.99% |
$1.06M - $1.21M
|
3.34K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.4K+ 136.03% |
$1.04M - $1.19M
|
4.17K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.4KNew |
$1.04M - $1.19M
|
2.4K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 2.62% |
$1.03M - $1.18M
|
92.9K
$54.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.35K+ 20.84% |
$1.02M - $1.17M
|
13.6K
$7.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.26K+ 6.0% |
$980K - $1.12M
|
40K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.26K+ 28.82% |
$978K - $1.12M
|
10.1K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.24KNew |
$971K - $1.11M
|
2.24K
$1.31M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.18K+ 7.05% |
$942K - $1.08M
|
33K
$19.3M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.17KNew |
$940K - $1.08M
|
2.17K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.16K+ 54.31% |
$936K - $1.07M
|
6.14K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.1KNew |
$908K - $1.04M
|
2.1K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.09K+ 59.44% |
$907K - $1.04M
|
5.62K
$3.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.02K+ 6.89% |
$876K - $1.01M
|
31.4K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.98K+ 15.51% |
$856K - $982K
|
14.7K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.95K+ 21.22% |
$846K - $971K
|
11.2K
$6.54M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.95KNew |
$844K - $968K
|
1.95K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.9K+ 128.13% |
$821K - $942K
|
3.37K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.82K+ 3.97% |
$788K - $904K
|
47.6K
$27.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.78KNew |
$770K - $884K
|
1.78K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.77K+ 44.0% |
$768K - $881K
|
5.8K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.72K+ 2.71% |
$744K - $854K
|
65.2K
$38.2M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 196.1% |
$674K - $774K
|
2.35K
$1.38M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.55K+ 52.85% |
$670K - $770K
|
4.48K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.54K+ 68.93% |
$669K - $768K
|
3.78K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.54K+ 1.15% |
$668K - $767K
|
136K
$79.8M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.48KNew |
$639K - $734K
|
1.48K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 21.78% |
$635K - $729K
|
8.2K
$4.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.45K+ 5.46% |
$628K - $721K
|
28K
$16.4M
|