Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
629New |
$253K - $303K
|
629
$373K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
620New |
$249K - $298K
|
620
$367K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
602+ 3.77% |
$242K - $290K
|
16.6K
$9.81M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
597+ 5.7% |
$240K - $287K
|
11.1K
$6.55M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
579+ 4.26% |
$233K - $279K
|
14.2K
$8.4M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
578+ 38.03% |
$232K - $278K
|
2.1K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
576New |
$231K - $277K
|
576
$341K
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
576New |
$231K - $277K
|
576
$341K
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
576New |
$231K - $277K
|
576
$341K
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
575New |
$231K - $277K
|
575
$341K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
572+ 1.17% |
$230K - $275K
|
49.3K
$29.2M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
560+ 97.22% |
$225K - $269K
|
1.14K
$673K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
556New |
$223K - $267K
|
556
$329K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
553+ 4.23% |
$222K - $266K
|
13.6K
$8.08M
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
550+ 4.86% |
$221K - $265K
|
11.9K
$7.03M
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
BUY
|
- |
548New |
$220K - $264K
|
548
$325K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
547+ 1.13% |
$220K - $263K
|
49.1K
$29.1M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
544New |
$218K - $262K
|
544
$322K
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
532New |
$214K - $256K
|
532
$315K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
530+ 6.1% |
$213K - $255K
|
9.23K
$5.46M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
521New |
$209K - $251K
|
521
$309K
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
518New |
$208K - $249K
|
518
$307K
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
515New |
$207K - $248K
|
515
$305K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
513+ 75.55% |
$206K - $247K
|
1.19K
$706K
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
506New |
$203K - $243K
|
506
$300K
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
502New |
$202K - $241K
|
502
$297K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
500New |
$201K - $241K
|
500
$296K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
492+ 1.15% |
$198K - $237K
|
43.1K
$25.5M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
475+ 7.03% |
$191K - $229K
|
7.24K
$4.29M
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
471New |
$189K - $227K
|
471
$279K
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
457+ 5.29% |
$184K - $220K
|
9.1K
$5.39M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
454+ 7.65% |
$182K - $218K
|
6.39K
$3.78M
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
444New |
$178K - $214K
|
444
$263K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
441+ 3.48% |
$177K - $212K
|
13.1K
$7.76M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
441+ 8.32% |
$177K - $212K
|
5.74K
$3.4M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
425+ 27.91% |
$171K - $204K
|
1.95K
$1.15M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
423+ 26.98% |
$170K - $203K
|
1.99K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
420+ 38.67% |
$169K - $202K
|
1.51K
$892K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
417+ 490.59% |
$167K - $201K
|
502
$297K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
402+ 0.19% |
$161K - $193K
|
217K
$128M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
396+ 4.41% |
$159K - $191K
|
9.38K
$5.55M
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
394+ 40.7% |
$158K - $190K
|
1.36K
$807K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
380+ 1.64% |
$153K - $183K
|
23.6K
$14M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
365+ 0.49% |
$147K - $176K
|
75.6K
$44.8M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
340+ 10.31% |
$137K - $164K
|
3.64K
$2.15M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
316+ 8.04% |
$127K - $152K
|
4.25K
$2.52M
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
313+ 0.84% |
$126K - $151K
|
37.5K
$22.2M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
313+ 0.23% |
$126K - $151K
|
138K
$81.8M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
303+ 6.29% |
$122K - $146K
|
5.12K
$3.03M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
290New |
$116K - $140K
|
290
$172K
|