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 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.25KNew |
$1.43M - $1.56M
|
3.25K
$1.92M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.16K+ 1.26% |
$1.39M - $1.51M
|
253K
$150M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 14.37% |
$1.27M - $1.39M
|
23K
$13.6M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 1.9% |
$1.17M - $1.27M
|
143K
$84.3M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.61K+ 58.79% |
$1.15M - $1.25M
|
7.04K
$4.16M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.47K+ 4.62% |
$1.09M - $1.18M
|
56K
$33.1M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.46K+ 6.62% |
$1.08M - $1.18M
|
39.6K
$23.4M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.43K+ 228.13% |
$1.07M - $1.16M
|
3.49K
$2.06M
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
2.4K+ 5.82% |
$1.05M - $1.15M
|
43.5K
$25.7M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.32K+ 58.49% |
$1.02M - $1.11M
|
6.28K
$3.71M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.3K+ 4.8% |
$1.01M - $1.1M
|
50.2K
$29.6M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.25K+ 6.48% |
$992K - $1.08M
|
37.1K
$21.9M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.21K+ 3.85% |
$974K - $1.06M
|
59.7K
$35.2M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.21K+ 3.85% |
$974K - $1.06M
|
59.7K
$35.2M
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.2KNew |
$968K - $1.05M
|
2.2K
$1.3M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.19K+ 22.88% |
$965K - $1.05M
|
11.8K
$6.96M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.16K+ 81.85% |
$949K - $1.03M
|
4.79K
$2.83M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.12K+ 62.34% |
$931K - $1.01M
|
5.51K
$3.26M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.09K+ 1.02% |
$918K - $999K
|
208K
$123M
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
2.03K+ 7.12% |
$893K - $972K
|
30.5K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2K+ 16.6% |
$880K - $958K
|
14K
$8.3M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.92KNew |
$844K - $919K
|
1.92K
$1.13M
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.86K+ 33.06% |
$817K - $889K
|
7.47K
$4.41M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.68K+ 154.95% |
$737K - $802K
|
2.76K
$1.63M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 6.31% |
$734K - $799K
|
28.1K
$16.6M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 36.83% |
$728K - $793K
|
6.15K
$3.63M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 2.5% |
$727K - $791K
|
67.6K
$39.9M
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1.6K+ 160.0% |
$704K - $766K
|
2.6K
$1.54M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$686K - $747K
|
1.56K
$921K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.54K+ 94.25% |
$678K - $738K
|
3.17K
$1.87M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.49K+ 225.76% |
$656K - $714K
|
2.15K
$1.27M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.48KNew |
$651K - $708K
|
1.48K
$874K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.48KNew |
$650K - $707K
|
1.48K
$872K
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.45K+ 59.23% |
$638K - $694K
|
3.9K
$2.3M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.44K+ 0.9% |
$635K - $692K
|
161K
$95.3M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.41K+ 4.37% |
$622K - $677K
|
33.7K
$19.9M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.4K+ 3.24% |
$615K - $670K
|
44.6K
$26.3M
|
|
Jul 19, 2023
Q2 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.4K+ 44.02% |
$615K - $670K
|
4.57K
$2.7M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.39K+ 4.44% |
$613K - $667K
|
32.8K
$19.3M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 7.15% |
$607K - $660K
|
20.7K
$12.2M
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.27K+ 0.93% |
$557K - $606K
|
137K
$80.8M
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.12K+ 2.97% |
$492K - $535K
|
38.7K
$22.9M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.12KNew |
$491K - $535K
|
1.12K
$660K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.1K+ 181.55% |
$485K - $528K
|
1.71K
$1.01M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.1K+ 18.77% |
$484K - $526K
|
6.95K
$4.11M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 87.57% |
$484K - $526K
|
2.35K
$1.39M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.1K+ 22.11% |
$483K - $526K
|
6.07K
$3.58M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 33.96% |
$475K - $517K
|
4.26K
$2.52M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.03K+ 6.66% |
$451K - $491K
|
16.4K
$9.71M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
1KNew |
$441K - $480K
|
1K
$592K
|