Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-62- 2.02% |
$27.3K - $29.7K
|
3.01K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-63- 2.52% |
$27.7K - $30.2K
|
2.44K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-63- 0.61% |
$27.7K - $30.2K
|
10.3K
$6.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-65- 1.57% |
$28.6K - $31.1K
|
4.08K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-65- 2.71% |
$28.6K - $31.1K
|
2.33K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-67- 0.82% |
$29.5K - $32.1K
|
8.12K
$4.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-68- 3.4% |
$29.9K - $32.6K
|
1.93K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-69- 1.16% |
$30.4K - $33K
|
5.88K
$3.44M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-69- 0.89% |
$30.4K - $33K
|
7.64K
$4.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-72- 0.69% |
$31.7K - $34.5K
|
10.3K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-72- 1.19% |
$31.7K - $34.5K
|
5.97K
$3.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-73- 0.54% |
$32.1K - $35K
|
13.4K
$7.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-74- 1.29% |
$32.6K - $35.4K
|
5.68K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-75- 2.02% |
$33K - $35.9K
|
3.63K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-77- 0.17% |
$33.9K - $36.9K
|
46.1K
$27M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-80- 0.28% |
$35.2K - $38.3K
|
28.6K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-80- 0.11% |
$35.2K - $38.3K
|
75.6K
$44.2M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-82- 3.33% |
$36.1K - $39.3K
|
2.38K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-83- 14.0% |
$36.5K - $39.7K
|
510
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-85- 1.12% |
$37.4K - $40.7K
|
7.47K
$4.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-85- 0.39% |
$37.4K - $40.7K
|
21.7K
$12.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-88- 0.54% |
$38.7K - $42.1K
|
16.1K
$9.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-92- 2.46% |
$40.5K - $44.1K
|
3.64K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-93- 1.02% |
$40.9K - $44.5K
|
9.03K
$5.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-93- 6.27% |
$40.9K - $44.5K
|
1.39K
$814K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.05% |
$42.2K - $46K
|
3.05K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-96- 17.52% |
$42.2K - $46K
|
452
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97- 88.99% |
$42.7K - $46.5K
|
12
$7.02K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 2.38% |
$42.7K - $46.5K
|
3.98K
$2.33M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-100- 3.52% |
$44K - $47.9K
|
2.74K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-100- 16.67% |
$44K - $47.9K
|
500
$293K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-102- 19.1% |
$44.9K - $48.8K
|
432
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-103- 4.74% |
$45.3K - $49.3K
|
2.07K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-104- 1.7% |
$45.8K - $49.8K
|
6.01K
$3.52M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-105- 2.33% |
$46.2K - $50.3K
|
4.4K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-105- 1.81% |
$46.2K - $50.3K
|
5.7K
$3.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-105- 1.53% |
$46.2K - $50.3K
|
6.75K
$3.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107- 11.3% |
$47.1K - $51.2K
|
840
$492K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-107- 0.7% |
$47.1K - $51.2K
|
15.3K
$8.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-107- 1.12% |
$47.1K - $51.2K
|
9.49K
$5.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-110- 2.25% |
$48.4K - $52.7K
|
4.79K
$2.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.86% |
$49.7K - $54.1K
|
5.95K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-113- 2.45% |
$49.7K - $54.1K
|
4.5K
$2.63M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-113- 1.67% |
$49.7K - $54.1K
|
6.64K
$3.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-115- 3.8% |
$50.6K - $55.1K
|
2.91K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-115- 2.69% |
$50.6K - $55.1K
|
4.16K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-116- 7.35% |
$51K - $55.6K
|
1.46K
$856K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-118- 3.25% |
$51.9K - $56.5K
|
3.52K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-119- 6.17% |
$52.4K - $57K
|
1.81K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-120- 1.63% |
$52.8K - $57.5K
|
7.26K
$4.25M
|