Purchases and Sales Made in Q1 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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
Nov 14, 2024 Q1 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
133
+ 11.31%
$57.6K - $66.1K
1.31K $767K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
130
New
$56.3K - $64.6K
130 $76.2K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
130
New
$56.3K - $64.6K
130 $76.2K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
128
+ 7.74%
$55.4K - $63.6K
1.78K $1.04M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
125
+ 1.53%
$54.1K - $62.1K
8.32K $4.87M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
125
+ 22.24%
$54.1K - $62.1K
687 $403K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
125
+ 1.09%
$54.1K - $62.1K
11.6K $6.82M
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
121
+ 0.9%
$52.4K - $60.2K
13.5K $7.93M
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
120
+ 400.0%
$52K - $59.7K
150 $87.9K
Apr 14, 2023 Q1 2023
Wp Advisors, LLC

BUY
 -
118
+ 17.05%
$51.1K - $58.7K
810 $475K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
114
New
$49.4K - $56.7K
114 $66.8K
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
100
+ 14.29%
$43.3K - $49.7K
800 $469K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
100
+ 2.47%
$43.3K - $49.7K
4.15K $2.43M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
100
+ 0.52%
$43.3K - $49.7K
19.2K $11.3M
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
100
+ 5.58%
$43.3K - $49.7K
1.89K $1.11M
May 15, 2023 Q1 2023
Tower View Investment Management & Research LLC

BUY
 -
97
+ 1.98%
$42K - $48.2K
4.99K $2.93M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
93
+ 14.65%
$40.3K - $46.2K
728 $427K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
93
+ 1.03%
$40.3K - $46.2K
9.12K $5.34M
May 12, 2023 Q1 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
85
+ 0.73%
$36.8K - $42.3K
11.7K $6.83M
May 04, 2023 Q1 2023
Hyman Charles D

BUY
 -
85
+ 0.11%
$36.8K - $42.3K
75.6K $44.3M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
84
+ 10.13%
$36.4K - $41.8K
913 $535K
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
83
+ 0.6%
$35.9K - $41.3K
13.9K $8.15M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
80
+ 1.18%
$34.6K - $39.8K
6.86K $4.02M
May 01, 2023 Q1 2023
Retirement Systems Of Alabama

BUY
 -
75
+ 0.16%
$32.5K - $37.3K
46.6K $27.3M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
67
+ 3.77%
$29K - $33.3K
1.84K $1.08M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
63
+ 6.44%
$27.3K - $31.3K
1.04K $611K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
62
+ 4.15%
$26.9K - $30.8K
1.56K $912K
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
61
+ 0.48%
$26.4K - $30.3K
12.8K $7.48M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
56
+ 0.9%
$24.3K - $27.8K
6.31K $3.7M
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
54
+ 1.79%
$23.4K - $26.8K
3.07K $1.8M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
51
New
$22.1K - $25.4K
51 $29.9K
Apr 19, 2023 Q1 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
50
+ 4.71%
$21.7K - $24.9K
1.11K $652K
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
50
+ 10.31%
$21.7K - $24.9K
535 $313K
Sep 05, 2023 Q1 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
50
+ 3.83%
$21.7K - $24.9K
1.35K $793K
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
47
+ 0.13%
$20.4K - $23.4K
37.3K $21.9M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
46
+ 5.23%
$19.9K - $22.9K
926 $543K
May 09, 2023 Q1 2023
Thompson Davis & Co., Inc.

BUY
 -
45
+ 3.85%
$19.5K - $22.4K
1.22K $712K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
42
+ 5.36%
$18.2K - $20.9K
825 $483K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
40
New
$17.3K - $19.9K
40 $23.4K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
38
+ 0.68%
$16.5K - $18.9K
5.64K $3.3M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
38
+ 1.61%
$16.5K - $18.9K
2.4K $1.4M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
36
New
$15.6K - $17.9K
36 $21.1K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
33
+ 1.6%
$14.3K - $16.4K
2.1K $1.23M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
32
+ 3.35%
$13.9K - $15.9K
986 $578K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
32
New
$13.9K - $15.9K
32 $18.8K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
32
+ 0.38%
$13.9K - $15.9K
8.56K $5.02M
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
32
+ 3.83%
$13.9K - $15.9K
868 $509K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
30
+ 0.99%
$13K - $14.9K
3.06K $1.79M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
30
New
$13K - $14.9K
30 $17.6K

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