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 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-12- 0.37% |
$5.28K - $5.75K
|
3.24K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-13- 6.31% |
$5.72K - $6.23K
|
193
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 46.43% |
$5.72K - $6.23K
|
15
$8.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14- 0.25% |
$6.16K - $6.7K
|
5.67K
$3.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-15- 0.18% |
$6.6K - $7.18K
|
8.35K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 1.22% |
$6.6K - $7.18K
|
1.21K
$715K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 0.21% |
$6.6K - $7.18K
|
7.09K
$4.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-15- 0.14% |
$6.6K - $7.18K
|
10.4K
$6.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 2.34% |
$6.6K - $7.18K
|
625
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.59% |
$7.04K - $7.66K
|
2.69K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-16- 0.71% |
$7.04K - $7.66K
|
2.23K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-16- 3.17% |
$7.04K - $7.66K
|
488
$288K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-16- 0.85% |
$7.04K - $7.66K
|
1.88K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-16- 1.43% |
$7.04K - $7.66K
|
1.1K
$652K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 0.03% |
$7.04K - $7.66K
|
48.8K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16- 0.9% |
$7.04K - $7.66K
|
1.76K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.3% |
$7.04K - $7.66K
|
5.23K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-17- 0.15% |
$7.48K - $8.14K
|
11K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-17- 2.06% |
$7.48K - $8.14K
|
810
$478K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-17- 0.63% |
$7.48K - $8.14K
|
2.69K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-17- 3.14% |
$7.48K - $8.14K
|
525
$310K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-18- 0.49% |
$7.92K - $8.62K
|
3.66K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 0.51% |
$7.92K - $8.62K
|
3.49K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 1.4% |
$8.36K - $9.1K
|
1.33K
$788K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19- 0.22% |
$8.36K - $9.1K
|
8.54K
$5.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.49% |
$8.8K - $9.58K
|
4.09K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 1.31% |
$8.8K - $9.58K
|
1.51K
$889K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-20- 1.42% |
$8.8K - $9.58K
|
1.39K
$820K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-20- 0.48% |
$8.8K - $9.58K
|
4.18K
$2.47M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-20- 1.09% |
$8.8K - $9.58K
|
1.82K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21- 0.28% |
$9.24K - $10.1K
|
7.42K
$4.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-22- 0.67% |
$9.68K - $10.5K
|
3.28K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.12% |
$9.68K - $10.5K
|
18.4K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-22- 2.49% |
$9.68K - $10.5K
|
862
$509K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23- 3.78% |
$10.1K - $11K
|
585
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23- 0.76% |
$10.1K - $11K
|
2.99K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23- 1.48% |
$10.1K - $11K
|
1.53K
$906K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-23- 0.34% |
$10.1K - $11K
|
6.84K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24- 0.56% |
$10.6K - $11.5K
|
4.24K
$2.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-24- 2.01% |
$10.6K - $11.5K
|
1.17K
$693K
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-24- 5.12% |
$10.6K - $11.5K
|
445
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 2.69% |
$11K - $12K
|
905
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 1.0% |
$11K - $12K
|
2.47K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25- 0.55% |
$11K - $12K
|
4.5K
$2.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 3.43% |
$11K - $12K
|
703
$415K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25- 1.55% |
$11K - $12K
|
1.59K
$936K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-26- 0.52% |
$11.4K - $12.5K
|
4.99K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26- 4.6% |
$11.4K - $12.5K
|
539
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-29- 5.17% |
$12.8K - $13.9K
|
532
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-29- 2.52% |
$12.8K - $13.9K
|
1.12K
$662K
|