Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.66K+ 40.69% |
$1.47M - $1.81M
|
12.7K
$7.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.63K+ 4.97% |
$1.46M - $1.79M
|
76.7K
$45.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.53K+ 56.64% |
$1.42M - $1.74M
|
9.75K
$5.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.47K+ 3.97% |
$1.4M - $1.71M
|
90.9K
$53.9M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.35K+ 1.44% |
$1.35M - $1.65M
|
236K
$140M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.3KNew |
$1.33M - $1.63M
|
3.3K
$1.95M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.23K+ 8.18% |
$1.3M - $1.59M
|
42.6K
$25.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.21K+ 81.14% |
$1.29M - $1.59M
|
7.18K
$4.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 71.03% |
$1.16M - $1.42M
|
6.93K
$4.11M
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.8KNew |
$1.13M - $1.38M
|
2.8K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.67K+ 33.36% |
$1.07M - $1.32M
|
10.7K
$6.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.59K+ 614.49% |
$1.04M - $1.28M
|
3.01K
$1.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 41.83% |
$1.03M - $1.26M
|
8.65K
$5.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.54K+ 22.98% |
$1.02M - $1.25M
|
13.6K
$8.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.45KNew |
$986K - $1.21M
|
2.45K
$1.45M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.39K+ 154.66% |
$961K - $1.18M
|
3.93K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.33K+ 350.83% |
$939K - $1.15M
|
3K
$1.78M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.26K+ 6.11% |
$908K - $1.11M
|
39.2K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.22K+ 37.51% |
$895K - $1.1M
|
8.15K
$4.83M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.14K+ 8.65% |
$860K - $1.05M
|
26.8K
$15.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
2.11K+ 175.06% |
$851K - $1.04M
|
3.32K
$1.97M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.07KNew |
$831K - $1.02M
|
2.07K
$1.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
2.04K+ 17.53% |
$819K - $1M
|
13.6K
$8.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$811K - $994K
|
2.01K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.9K+ 84.69% |
$764K - $937K
|
4.14K
$2.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 1.43% |
$760K - $932K
|
134K
$79.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.86K+ 12.48% |
$750K - $919K
|
16.8K
$9.95M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$745K - $913K
|
1.85K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.82K+ 62.37% |
$733K - $899K
|
4.74K
$2.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
1.8K+ 23.53% |
$724K - $888K
|
9.45K
$5.6M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.7K+ 17.91% |
$686K - $841K
|
11.2K
$6.65M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
1.68K+ 2.89% |
$678K - $831K
|
59.9K
$35.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.64K+ 15.25% |
$659K - $809K
|
12.4K
$7.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.63K+ 1.03% |
$655K - $803K
|
159K
$94.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 6.35% |
$647K - $793K
|
26.9K
$16M
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.58K+ 3.99% |
$635K - $779K
|
41.1K
$24.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56KNew |
$629K - $772K
|
1.56K
$926K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.5K+ 73.84% |
$605K - $742K
|
3.54K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 307.05% |
$596K - $731K
|
1.96K
$1.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.41KNew |
$566K - $694K
|
1.41K
$833K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 244.8% |
$550K - $674K
|
1.92K
$1.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.31K+ 131.72% |
$527K - $646K
|
2.3K
$1.36M
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$523K - $642K
|
1.3K
$771K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.28K+ 82.28% |
$516K - $633K
|
2.84K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$508K - $623K
|
1.26K
$748K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.21K+ 5.21% |
$488K - $598K
|
24.5K
$14.5M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.19K+ 1.48% |
$479K - $588K
|
81.6K
$48.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 5.74% |
$463K - $568K
|
21.2K
$12.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.09KNew |
$440K - $539K
|
1.09K
$647K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.06K+ 9.08% |
$428K - $525K
|
12.8K
$7.57M
|