Purchases and Sales Made in Q2 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
459
New
$202K - $220K
459 $271K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
458
New
$201K - $219K
458 $271K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
444
New
$195K - $213K
444 $262K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
443
New
$195K - $212K
443 $262K
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
435
New
$191K - $208K
435 $257K
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
433
+ 3.32%
$190K - $207K
13.5K $7.96M
Aug 08, 2023 Q2 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
430
New
$189K - $206K
430 $254K
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
426
New
$187K - $204K
426 $252K
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
425
+ 13.63%
$187K - $204K
3.54K $2.09M
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
422
New
$186K - $202K
422 $249K
Jul 13, 2023 Q2 2023
Brookmont Capital Management

Dallas, TX
BUY
 -
420
New
$185K - $201K
420 $248K
Jul 27, 2023 Q2 2023
Cohen Lawrence B

Boston, MA
BUY
 -
420
New
$185K - $201K
420 $248K
Aug 09, 2023 Q2 2023
Providence First Trust CO

BUY
 -
419
+ 17.02%
$184K - $201K
2.88K $1.7M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
414
+ 23.28%
$182K - $198K
2.19K $1.29M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
405
+ 1.31%
$178K - $194K
31.4K $18.5M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
405
+ 1.23%
$178K - $194K
33.5K $19.8M
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
379
+ 2.84%
$167K - $182K
13.7K $8.12M
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
376
+ 11.13%
$165K - $180K
3.75K $2.22M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
371
+ 5.8%
$163K - $178K
6.77K $4M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
361
+ 0.32%
$159K - $173K
114K $67.2M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
356
+ 14.25%
$157K - $170K
2.86K $1.69M
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
352
+ 17.92%
$155K - $169K
2.32K $1.37M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
345
+ 12.66%
$152K - $165K
3.07K $1.81M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
322
+ 9.11%
$142K - $154K
3.86K $2.28M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
316
+ 1.33%
$139K - $151K
24K $14.2M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
303
+ 24.65%
$133K - $145K
1.53K $905K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
295
+ 31.86%
$130K - $141K
1.22K $721K
Aug 16, 2023 Q2 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
294
+ 0.92%
$129K - $141K
32.1K $19M
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
291
+ 2.73%
$128K - $139K
10.9K $6.46M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
286
+ 69.25%
$126K - $137K
699 $413K
Jul 13, 2023 Q2 2023
Bay Rivers Group

BUY
 -
286
+ 4.04%
$126K - $137K
7.36K $4.35M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
284
+ 278.43%
$125K - $136K
386 $228K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
281
+ 24.87%
$124K - $135K
1.41K $833K
Aug 14, 2023 Q2 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
280
New
$123K - $134K
280 $165K
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
273
+ 3.79%
$120K - $131K
7.47K $4.41M
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
265
+ 6.62%
$117K - $127K
4.27K $2.52M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
256
+ 9.17%
$113K - $123K
3.05K $1.8M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
256
New
$113K - $123K
256 $151K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
244
+ 24.55%
$107K - $117K
1.24K $731K
Aug 11, 2023 Q2 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
240
+ 13.16%
$106K - $115K
2.06K $1.22M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
209
+ 2.06%
$91.9K - $100K
10.3K $6.11M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
207
+ 1.7%
$91.1K - $99.1K
12.4K $7.32M
Aug 02, 2023 Q2 2023
Howard Capital Management Inc.

BUY
 -
197
+ 1.32%
$86.7K - $94.3K
15.1K $8.92M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
195
New
$85.8K - $93.4K
195 $115K
Aug 09, 2023 Q2 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
194
New
$85.4K - $92.9K
194 $115K
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
194
+ 2.36%
$85.4K - $92.9K
8.4K $4.96M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
190
+ 0.2%
$83.6K - $91K
96.4K $57M
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
185
New
$81.4K - $88.6K
185 $109K
Aug 09, 2023 Q2 2023
Ti Trust, Inc

BUY
 -
182
+ 2.49%
$80.1K - $87.2K
7.49K $4.42M

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