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 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
997+ 1.9% |
$439K - $477K
|
53.6K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
992+ 193.37% |
$436K - $475K
|
1.51K
$889K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
988New |
$435K - $473K
|
988
$584K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
979+ 1.05% |
$431K - $469K
|
93.9K
$55.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
966New |
$425K - $463K
|
966
$571K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
966New |
$425K - $463K
|
966
$571K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
964+ 2.02% |
$424K - $462K
|
48.6K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
962+ 5.72% |
$423K - $461K
|
17.8K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
924+ 62.6% |
$407K - $443K
|
2.4K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
920+ 10.18% |
$405K - $441K
|
9.96K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
915New |
$403K - $438K
|
915
$540K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
904New |
$398K - $433K
|
904
$534K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
874+ 5.92% |
$385K - $419K
|
15.6K
$9.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
861New |
$379K - $412K
|
861
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
820+ 100.0% |
$361K - $393K
|
1.64K
$969K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
819+ 45.55% |
$360K - $392K
|
2.62K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
803+ 9.28% |
$353K - $385K
|
9.46K
$5.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
793+ 1.16% |
$349K - $380K
|
69.1K
$40.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
785New |
$345K - $376K
|
785
$464K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
769New |
$338K - $368K
|
769
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
745+ 6.68% |
$328K - $357K
|
11.9K
$7.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
734+ 4.48% |
$323K - $352K
|
17.1K
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
728New |
$320K - $349K
|
728
$430K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
697New |
$307K - $334K
|
697
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
680New |
$299K - $326K
|
680
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
652+ 19.8% |
$287K - $312K
|
3.95K
$2.33M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
646+ 19.96% |
$284K - $309K
|
3.88K
$2.29M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
640New |
$282K - $307K
|
640
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
640+ 3.2% |
$282K - $307K
|
20.6K
$12.2M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 8.64% |
$278K - $303K
|
7.95K
$4.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
607New |
$267K - $291K
|
607
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
600+ 121.95% |
$264K - $287K
|
1.09K
$645K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
574+ 18.54% |
$253K - $275K
|
3.67K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
553+ 17.23% |
$243K - $265K
|
3.76K
$2.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
548+ 5.43% |
$241K - $262K
|
10.6K
$6.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
540New |
$238K - $259K
|
540
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
540New |
$238K - $259K
|
540
$319K
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
538New |
$237K - $258K
|
538
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
531+ 19.51% |
$234K - $254K
|
3.25K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
530New |
$233K - $254K
|
530
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
529New |
$233K - $253K
|
529
$312K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
525New |
$231K - $251K
|
525
$310K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
519+ 104.85% |
$228K - $249K
|
1.01K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
505New |
$222K - $242K
|
505
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
500+ 11.29% |
$220K - $239K
|
4.93K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
488+ 35.49% |
$215K - $234K
|
1.86K
$1.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
485+ 99.59% |
$213K - $232K
|
972
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
483New |
$212K - $231K
|
483
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
475+ 1.08% |
$209K - $227K
|
44.6K
$26.4M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
471New |
$207K - $226K
|
471
$278K
|