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 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.94K- 6.81% |
$852K - $927K
|
26.5K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.98K- 21.34% |
$871K - $948K
|
7.3K
$4.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.98K- 47.62% |
$873K - $950K
|
2.18K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 3.18% |
$881K - $959K
|
61K
$36M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.15K- 14.46% |
$945K - $1.03M
|
12.7K
$7.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.15K- 1.57% |
$945K - $1.03M
|
134K
$79.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.17K- 64.89% |
$954K - $1.04M
|
1.17K
$693K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.2K- 28.37% |
$967K - $1.05M
|
5.55K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.23K- 33.71% |
$979K - $1.07M
|
4.38K
$2.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.24K- 20.25% |
$985K - $1.07M
|
8.82K
$5.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.35K- 62.02% |
$1.03M - $1.12M
|
1.44K
$849K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 71.12% |
$1.05M - $1.14M
|
966
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.62K- 12.32% |
$1.15M - $1.26M
|
18.7K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.65K- 4.43% |
$1.16M - $1.27M
|
57.1K
$33.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.69K- 92.85% |
$1.18M - $1.29M
|
207
$122K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.79K- 1.97% |
$1.23M - $1.33M
|
139K
$82M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.81K- 84.31% |
$1.24M - $1.35M
|
523
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.93K- 15.12% |
$1.29M - $1.4M
|
16.4K
$9.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.96K- 10.04% |
$1.3M - $1.42M
|
26.5K
$15.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.36K- 44.75% |
$1.48M - $1.61M
|
4.15K
$2.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.66K- 4.96% |
$1.61M - $1.75M
|
70.1K
$41.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.91K- 28.07% |
$1.72M - $1.87M
|
10K
$5.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.96K- 23.43% |
$1.74M - $1.9M
|
12.9K
$7.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.48K- 11.69% |
$1.97M - $2.15M
|
33.8K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.59K- 15.72% |
$2.02M - $2.2M
|
24.6K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.63K- 43.01% |
$2.03M - $2.21M
|
6.13K
$3.62M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.79K- 9.24% |
$2.11M - $2.29M
|
47.1K
$27.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.97K- 0.51% |
$2.19M - $2.38M
|
966K
$571M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.1K- 93.4% |
$2.24M - $2.44M
|
360
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.42K- 7.41% |
$2.39M - $2.6M
|
67.8K
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.43K- 22.63% |
$2.39M - $2.6M
|
18.6K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-5.78K- 36.38% |
$2.54M - $2.77M
|
10.1K
$5.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.79K- 34.43% |
$2.55M - $2.77M
|
11K
$6.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.94K- 3.88% |
$2.61M - $2.84M
|
147K
$86.8M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-5.98K- 41.01% |
$2.63M - $2.86M
|
8.6K
$5.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 18.1% |
$2.69M - $2.93M
|
27.7K
$16.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.18K- 40.17% |
$2.72M - $2.96M
|
9.21K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.6K- 25.18% |
$2.9M - $3.16M
|
19.6K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.09K- 69.49% |
$3.12M - $3.39M
|
3.11K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.11K- 30.37% |
$3.13M - $3.4M
|
16.3K
$9.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.41K- 16.39% |
$3.26M - $3.55M
|
37.8K
$22.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.27K- 86.1% |
$3.64M - $3.96M
|
1.34K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-9.2K- 26.14% |
$4.05M - $4.41M
|
26K
$15.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.23K- 1.81% |
$4.06M - $4.42M
|
502K
$296M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.39K- 58.02% |
$4.13M - $4.5M
|
6.79K
$4.01M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9.58K- 16.23% |
$4.21M - $4.59M
|
49.4K
$29.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-9.87K- 3.52% |
$4.34M - $4.73M
|
270K
$160M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10.6K- 90.68% |
$4.68M - $5.09M
|
1.09K
$646K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-11.3K- 18.86% |
$4.97M - $5.41M
|
48.6K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13K- 28.89% |
$5.72M - $6.23M
|
32K
$18.9M
|