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 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.18% |
$440 - $479
|
555
$328K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.12% |
$440 - $479
|
817
$483K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.06% |
$440 - $479
|
1.61K
$949K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1+ 0.01% |
$440 - $479
|
8.42K
$4.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.06% |
$440 - $479
|
1.82K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.38% |
$440 - $479
|
262
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$440 - $479
|
2.43K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.2% |
$440 - $479
|
506
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1- 0.01% |
$440 - $479
|
8.04K
$4.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$440 - $479
|
1.02K
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- 0.01% |
$440 - $479
|
6.69K
$3.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1- 0.05% |
$440 - $479
|
1.88K
$1.11M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.18% |
$440 - $479
|
546
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2- 0.27% |
$880 - $958
|
752
$444K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2- 0.1% |
$880 - $958
|
2.05K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2- 0.34% |
$880 - $958
|
592
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2- 0.12% |
$880 - $958
|
1.6K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.19% |
$1.32K - $1.44K
|
1.54K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3- 0.42% |
$1.32K - $1.44K
|
708
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 6.25% |
$1.32K - $1.44K
|
45
$26.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4- 0.21% |
$1.76K - $1.92K
|
1.94K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.32% |
$1.76K - $1.92K
|
1.26K
$745K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.31% |
$1.76K - $1.92K
|
1.3K
$766K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.28% |
$2.2K - $2.39K
|
1.78K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-5- 0.93% |
$2.2K - $2.39K
|
535
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5- 0.8% |
$2.2K - $2.39K
|
618
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.88% |
$2.2K - $2.39K
|
560
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6- 1.31% |
$2.64K - $2.87K
|
453
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-6- 0.11% |
$2.64K - $2.87K
|
5.63K
$3.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-6- 0.16% |
$2.64K - $2.87K
|
3.77K
$2.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 0.16% |
$2.64K - $2.87K
|
3.78K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7- 0.39% |
$3.08K - $3.35K
|
1.8K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7- 1.04% |
$3.08K - $3.35K
|
665
$393K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7- 0.77% |
$3.08K - $3.35K
|
900
$532K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-7- 0.35% |
$3.08K - $3.35K
|
2.02K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 1.04% |
$3.08K - $3.35K
|
665
$393K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 0.59% |
$3.08K - $3.35K
|
1.17K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 0.54% |
$3.52K - $3.83K
|
1.48K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-8- 0.37% |
$3.52K - $3.83K
|
2.14K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8- 1.78% |
$3.52K - $3.83K
|
442
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8- 0.36% |
$3.52K - $3.83K
|
2.19K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10- 1.88% |
$4.4K - $4.79K
|
523
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-10- 0.4% |
$4.4K - $4.79K
|
2.49K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.29% |
$4.4K - $4.79K
|
3.4K
$2.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-10- 0.2% |
$4.4K - $4.79K
|
4.92K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-10- 0.29% |
$4.4K - $4.79K
|
3.4K
$2.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.17% |
$4.4K - $4.79K
|
6K
$3.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.12% |
$4.4K - $4.79K
|
8.27K
$4.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.6% |
$4.4K - $4.79K
|
1.66K
$978K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12- 0.11% |
$5.28K - $5.75K
|
10.5K
$6.19M
|