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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
91+ 9.57% |
$36.5K - $43.8K
|
1.04K
$617K
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
90+ 8.79% |
$36.1K - $43.3K
|
1.11K
$660K
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
88+ 0.67% |
$35.3K - $42.3K
|
13.3K
$7.89M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
88+ 1.96% |
$35.3K - $42.3K
|
4.57K
$2.71M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83+ 2.95% |
$33.3K - $39.9K
|
2.9K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.13% |
$28.5K - $34.2K
|
54.6K
$32.3M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
70+ 0.53% |
$28.1K - $33.7K
|
13.2K
$7.84M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
65+ 11.4% |
$26.1K - $31.3K
|
635
$376K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
64+ 7.13% |
$25.7K - $30.8K
|
961
$569K
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
60+ 0.38% |
$24.1K - $28.9K
|
16K
$9.46M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
58+ 5.63% |
$23.3K - $27.9K
|
1.09K
$644K
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
56+ 2.63% |
$22.5K - $26.9K
|
2.19K
$1.29M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
54+ 6.63% |
$21.7K - $26K
|
869
$515K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54+ 0.56% |
$21.7K - $26K
|
9.76K
$5.78M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
54+ 5.99% |
$21.7K - $26K
|
955
$566K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.74% |
$20.5K - $24.5K
|
6.92K
$4.1M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
51+ 1.7% |
$20.5K - $24.5K
|
3.05K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
50+ 3.19% |
$20.1K - $24.1K
|
1.62K
$956K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 0.14% |
$20.1K - $24.1K
|
37K
$21.9M
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$20.1K - $24.1K
|
50
$29.6K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 4.67% |
$20.1K - $24.1K
|
1.12K
$663K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
50+ 102.04% |
$20.1K - $24.1K
|
99
$58.6K
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
47+ 1.62% |
$18.9K - $22.6K
|
2.94K
$1.74M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45+ 4.71% |
$18.1K - $21.6K
|
1K
$592K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
40+ 0.2% |
$16.1K - $19.2K
|
19.8K
$11.7M
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
39+ 6.9% |
$15.7K - $18.8K
|
604
$358K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
39+ 2.56% |
$15.7K - $18.8K
|
1.56K
$926K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
37+ 0.64% |
$14.9K - $17.8K
|
5.83K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.99% |
$14.9K - $17.8K
|
3.76K
$2.23M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
37+ 0.99% |
$14.9K - $17.8K
|
3.77K
$2.23M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
37+ 1.79% |
$14.9K - $17.8K
|
2.1K
$1.24M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.26% |
$14.5K - $17.3K
|
13.7K
$8.09M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 6.8% |
$13.3K - $15.9K
|
518
$307K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
33+ 0.83% |
$13.3K - $15.9K
|
4K
$2.37M
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
29+ 3.16% |
$11.6K - $14K
|
948
$561K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27+ 1.91% |
$10.8K - $13K
|
1.44K
$853K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26+ 1.22% |
$10.4K - $12.5K
|
2.16K
$1.28M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25+ 0.98% |
$10K - $12K
|
2.58K
$1.53M
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
24+ 0.37% |
$9.64K - $11.5K
|
6.55K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
23+ 3.17% |
$9.24K - $11.1K
|
748
$443K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23+ 0.19% |
$9.24K - $11.1K
|
12.4K
$7.34M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
22+ 0.25% |
$8.83K - $10.6K
|
8.69K
$5.15M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21New |
$8.43K - $10.1K
|
21
$12.4K
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
21+ 0.49% |
$8.43K - $10.1K
|
4.29K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20+ 0.42% |
$8.03K - $9.62K
|
4.73K
$2.8M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.69% |
$8.03K - $9.62K
|
2.92K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.08% |
$8.03K - $9.62K
|
26.2K
$15.5M
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$8.03K - $9.62K
|
4.98K
$2.95M
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
19+ 2.88% |
$7.63K - $9.14K
|
678
$402K
|
|
Oct 11, 2022
Q3 2022
|
Jvl Associates LLC
|
BUY
|
- |
16+ 0.08% |
$6.43K - $7.7K
|
20.4K
$12.1M
|