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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15+ 1.46% |
$6.02K - $7.22K
|
1.04K
$617K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
15+ 0.51% |
$6.02K - $7.22K
|
2.96K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.29% |
$5.62K - $6.73K
|
4.83K
$2.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
14+ 2.49% |
$5.62K - $6.73K
|
576
$341K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13+ 0.8% |
$5.22K - $6.25K
|
1.63K
$964K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13+ 1.02% |
$5.22K - $6.25K
|
1.28K
$760K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 1.03% |
$5.22K - $6.25K
|
1.28K
$756K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 6.15% |
$4.82K - $5.77K
|
207
$123K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
11+ 1.17% |
$4.42K - $5.29K
|
948
$561K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.09% |
$4.42K - $5.29K
|
12.8K
$7.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.12% |
$3.61K - $4.33K
|
7.64K
$4.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
9New |
$3.61K - $4.33K
|
9
$5.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.34% |
$3.21K - $3.85K
|
2.35K
$1.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$3.21K - $3.85K
|
1.48K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.11% |
$3.21K - $3.85K
|
6.99K
$4.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$3.21K - $3.85K
|
15.9K
$9.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.32% |
$2.41K - $2.89K
|
1.87K
$1.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
6+ 0.43% |
$2.41K - $2.89K
|
1.4K
$827K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6+ 0.11% |
$2.41K - $2.89K
|
5.61K
$3.32M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5+ 0.82% |
$2.01K - $2.41K
|
617
$365K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.28% |
$2.01K - $2.41K
|
1.76K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5+ 1.89% |
$2.01K - $2.41K
|
269
$159K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 16.67% |
$2.01K - $2.41K
|
35
$20.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.26% |
$2.01K - $2.41K
|
1.9K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.04% |
$1.61K - $1.92K
|
10.5K
$6.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.19% |
$1.61K - $1.92K
|
2.15K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.1% |
$1.61K - $1.92K
|
4.06K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.24% |
$1.61K - $1.92K
|
1.68K
$993K
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
BUY
|
- |
3+ 0.33% |
$1.2K - $1.44K
|
905
$536K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
3+ 5.56% |
$1.2K - $1.44K
|
57
$33.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$1.2K - $1.44K
|
3.46K
$2.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.05% |
$1.2K - $1.44K
|
6.23K
$3.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.07% |
$1.2K - $1.44K
|
4.07K
$2.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.27% |
$803 - $962
|
740
$438K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$803 - $962
|
1.81K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$803 - $962
|
2
$1.18K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2New |
$803 - $962
|
2
$1.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.28% |
$803 - $962
|
707
$419K
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$803 - $962
|
610
$361K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.15% |
$803 - $962
|
1.31K
$776K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$803 - $962
|
1.41K
$834K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2+ 0.13% |
$803 - $962
|
1.55K
$918K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$803 - $962
|
3.63K
$2.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.3% |
$803 - $962
|
670
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$803 - $962
|
6.85K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$803 - $962
|
3.36K
$1.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.26% |
$803 - $962
|
777
$460K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.04% |
$402 - $481
|
2.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.09% |
$402 - $481
|
1.12K
$662K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.22% |
$402 - $481
|
450
$267K
|