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 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-286- 38.24% |
$126K - $137K
|
462
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-288- 3.46% |
$127K - $138K
|
8.04K
$4.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-289- 27.29% |
$127K - $138K
|
770
$451K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-293- 1.5% |
$129K - $140K
|
19.3K
$11.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-300- 8.02% |
$132K - $144K
|
3.44K
$2.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-307- 2.19% |
$135K - $147K
|
13.7K
$8.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-308- 0.85% |
$136K - $148K
|
36.1K
$21.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-314- 5.6% |
$138K - $150K
|
5.29K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-326- 34.46% |
$143K - $156K
|
620
$363K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-330- 7.7% |
$145K - $158K
|
3.96K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-344- 0.92% |
$151K - $165K
|
37K
$21.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-348- 0.96% |
$153K - $167K
|
35.9K
$21M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-353- 4.0% |
$155K - $169K
|
8.47K
$4.96M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-354- 29.09% |
$156K - $170K
|
863
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-359- 15.84% |
$158K - $172K
|
1.91K
$1.12M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-361- 1.52% |
$159K - $173K
|
23.4K
$13.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-376- 3.53% |
$165K - $180K
|
10.3K
$6.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-377- 3.65% |
$166K - $181K
|
9.96K
$5.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-396- 3.19% |
$174K - $190K
|
12K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-396- 17.36% |
$174K - $190K
|
1.89K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-415- 1.78% |
$183K - $199K
|
22.9K
$13.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-418- 4.41% |
$184K - $200K
|
9.05K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-421- 15.07% |
$185K - $202K
|
2.37K
$1.39M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-421- 12.15% |
$185K - $202K
|
3.04K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-433- 2.56% |
$190K - $207K
|
16.5K
$9.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-435- 7.53% |
$191K - $208K
|
5.34K
$3.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-442- 12.66% |
$194K - $212K
|
3.05K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-474- 6.69% |
$209K - $227K
|
6.61K
$3.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-475- 0.83% |
$209K - $227K
|
56.8K
$33.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-476- 1.01% |
$209K - $228K
|
46.5K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-481- 53.27% |
$212K - $230K
|
422
$247K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-482- 36.46% |
$212K - $231K
|
840
$492K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-487- 96.25% |
$214K - $233K
|
19
$11.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-488- 7.58% |
$215K - $234K
|
5.95K
$3.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-489- 11.87% |
$215K - $234K
|
3.63K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-500- 0.6% |
$220K - $239K
|
82.2K
$48.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-508- 20.74% |
$223K - $243K
|
1.94K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-516- 2.78% |
$227K - $247K
|
18.1K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-555- 17.87% |
$244K - $266K
|
2.55K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-560- 4.08% |
$246K - $268K
|
13.1K
$7.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-574- 9.12% |
$253K - $275K
|
5.72K
$3.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-590- 1.4% |
$260K - $283K
|
41.5K
$24.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-608- 12.18% |
$267K - $291K
|
4.39K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-616- 2.25% |
$271K - $295K
|
26.7K
$15.6M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-655- 52.19% |
$288K - $314K
|
600
$351K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-656- 4.82% |
$289K - $314K
|
12.9K
$7.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-660- 62.26% |
$290K - $316K
|
400
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-673- 4.24% |
$296K - $322K
|
15.2K
$8.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-675- 35.55% |
$297K - $323K
|
1.22K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-686- 0.88% |
$302K - $329K
|
77.3K
$45.3M
|