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 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.36% |
$3.08K - $3.35K
|
1.94K
$972K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$3.08K - $3.35K
|
16.6K
$8.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.08K - $3.35K
|
7
$3.51K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7+ 0.86% |
$3.08K - $3.35K
|
818
$410K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.14% |
$3.08K - $3.35K
|
5.07K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
6+ 0.17% |
$2.64K - $2.87K
|
3.55K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$2.64K - $2.87K
|
2.22K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 1.37% |
$2.2K - $2.39K
|
370
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.51% |
$1.76K - $1.92K
|
795
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$1.76K - $1.92K
|
1.75K
$879K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 4.49% |
$1.76K - $1.92K
|
93
$46.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.52% |
$1.76K - $1.92K
|
768
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4+ 0.1% |
$1.76K - $1.92K
|
3.85K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.19% |
$1.76K - $1.92K
|
2.1K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.73% |
$1.76K - $1.92K
|
555
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3+ 0.26% |
$1.32K - $1.44K
|
1.15K
$575K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.35% |
$1.32K - $1.44K
|
871
$437K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.09% |
$1.32K - $1.44K
|
3.46K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
3+ 0.19% |
$1.32K - $1.44K
|
1.6K
$802K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.3% |
$1.32K - $1.44K
|
999
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.0% |
$1.32K - $1.44K
|
67.1K
$33.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.18% |
$1.32K - $1.44K
|
1.68K
$842K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.08% |
$1.32K - $1.44K
|
3.88K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$880 - $958
|
10.2K
$5.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$880 - $958
|
695
$349K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.29% |
$880 - $958
|
695
$349K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$880 - $958
|
812
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2+ 0.11% |
$880 - $958
|
1.83K
$917K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2+ 0.02% |
$880 - $958
|
10.1K
$5.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.26% |
$880 - $958
|
784
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$880 - $958
|
615
$309K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.09% |
$880 - $958
|
2.23K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.17% |
$880 - $958
|
1.2K
$600K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$880 - $958
|
1.36K
$680K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
2+ 0.18% |
$880 - $958
|
1.1K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$440 - $479
|
845
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$440 - $479
|
1.77K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.29% |
$440 - $479
|
346
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.06% |
$440 - $479
|
1.61K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$440 - $479
|
1.74K
$871K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.16% |
$440 - $479
|
644
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.12% |
$440 - $479
|
826
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$440 - $479
|
497
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$440 - $479
|
2.16K
$1.08M
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.16% |
$440 - $479
|
609
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.07% |
$440 - $479
|
1.35K
$675K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.16% |
$440 - $479
|
609
$306K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1+ 0.16% |
$440 - $479
|
609
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
1+ 0.19% |
$440 - $479
|
521
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1+ 0.17% |
$440 - $479
|
581
$292K
|