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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-123- 0.62% |
$54.1K - $58.9K
|
19.6K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-123- 2.32% |
$54.1K - $58.9K
|
5.19K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-127- 19.07% |
$55.9K - $60.8K
|
539
$318K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-129- 2.26% |
$56.8K - $61.8K
|
5.59K
$3.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-129- 0.64% |
$56.8K - $61.8K
|
20K
$11.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-140- 27.72% |
$61.6K - $67K
|
365
$216K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-141- 7.66% |
$62K - $67.5K
|
1.7K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-145- 2.49% |
$63.8K - $69.4K
|
5.68K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-147- 4.64% |
$64.7K - $70.4K
|
3.02K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-147- 1.04% |
$64.7K - $70.4K
|
14K
$8.27M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.48% |
$66K - $71.8K
|
31.2K
$18.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-156- 1.31% |
$68.6K - $74.7K
|
11.8K
$6.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-159- 0.5% |
$70K - $76.1K
|
31.8K
$18.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-160- 2.83% |
$70.4K - $76.6K
|
5.5K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-160- 26.67% |
$70.4K - $76.6K
|
440
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-160- 0.46% |
$70.4K - $76.6K
|
34.3K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-160- 6.11% |
$70.4K - $76.6K
|
2.46K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-162- 10.5% |
$71.3K - $77.6K
|
1.38K
$816K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-167- 0.81% |
$73.5K - $80K
|
20.5K
$12.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-168- 0.71% |
$73.9K - $80.5K
|
23.5K
$13.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-172- 2.18% |
$75.7K - $82.4K
|
7.72K
$4.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-178- 3.52% |
$78.3K - $85.2K
|
4.88K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-179- 1.58% |
$78.8K - $85.7K
|
11.2K
$6.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-182- 3.29% |
$80.1K - $87.2K
|
5.34K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-182- 1.71% |
$80.1K - $87.2K
|
10.5K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-183- 8.73% |
$80.5K - $87.6K
|
1.91K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-188- 4.71% |
$82.7K - $90K
|
3.8K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-193- 5.72% |
$84.9K - $92.4K
|
3.18K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-195- 1.46% |
$85.8K - $93.4K
|
13.2K
$7.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-200- 2.51% |
$88K - $95.8K
|
7.77K
$4.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-202- 14.08% |
$88.9K - $96.7K
|
1.23K
$728K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-202- 0.76% |
$88.9K - $96.7K
|
26.2K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-205- 0.14% |
$90.2K - $98.2K
|
145K
$85.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-207- 0.55% |
$91.1K - $99.1K
|
37.4K
$22.1M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-213- 5.51% |
$93.7K - $102K
|
3.65K
$2.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-215- 2.4% |
$94.6K - $103K
|
8.73K
$5.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-216- 5.41% |
$95K - $103K
|
3.78K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-218- 15.17% |
$95.9K - $104K
|
1.22K
$720K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-220- 83.02% |
$96.8K - $105K
|
45
$26.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-221- 6.56% |
$97.2K - $106K
|
3.15K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-221- 2.79% |
$97.2K - $106K
|
7.71K
$4.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-230- 1.76% |
$101K - $110K
|
12.9K
$7.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-247- 2.78% |
$109K - $118K
|
8.64K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-247- 22.35% |
$109K - $118K
|
858
$507K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-248- 1.21% |
$109K - $119K
|
20.2K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-249- 3.95% |
$110K - $119K
|
6.06K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-250- 20.24% |
$110K - $120K
|
985
$582K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-251- 0.23% |
$110K - $120K
|
110K
$64.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-256- 16.78% |
$113K - $123K
|
1.27K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-260- 11.86% |
$114K - $125K
|
1.93K
$1.14M
|