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 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$402 - $481
|
533
$316K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.01% |
$402 - $481
|
8.85K
$5.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 2.27% |
$402 - $481
|
45
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$402 - $481
|
547
$324K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$402 - $481
|
2.43K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.09% |
$402 - $481
|
1.07K
$632K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1+ 0.03% |
$402 - $481
|
3.51K
$2.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$402 - $481
|
1.71K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$402 - $481
|
1.85K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.31% |
$402 - $481
|
327
$194K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.13% |
$402 - $481
|
785
$465K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$402 - $481
|
1.06K
$628K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$402 - $481
|
1.76K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$402 - $481
|
5.46K
$3.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.02% |
$402 - $481
|
4.31K
$2.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.37% |
$402 - $481
|
273
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$402 - $481
|
1.75K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$402 - $481
|
3.68K
$2.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.07% |
$402 - $481
|
1.48K
$876K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$402 - $481
|
4.41K
$2.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$402 - $481
|
1.62K
$957K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.19% |
$402 - $481
|
539
$319K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1Closed |
$402 - $481
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$803 - $962
|
2.48K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.29% |
$803 - $962
|
689
$408K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2- 0.05% |
$803 - $962
|
3.82K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2- 0.1% |
$803 - $962
|
2.01K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 9.52% |
$803 - $962
|
19
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.1% |
$1.2K - $1.44K
|
3K
$1.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3- 0.06% |
$1.2K - $1.44K
|
5.01K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3- 0.46% |
$1.2K - $1.44K
|
656
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-3- 0.01% |
$1.2K - $1.44K
|
20.1K
$11.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4- 0.6% |
$1.61K - $1.92K
|
666
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4- 0.47% |
$1.61K - $1.92K
|
845
$500K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5- 0.62% |
$2.01K - $2.41K
|
804
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.81% |
$2.01K - $2.41K
|
616
$365K
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-5- 0.67% |
$2.01K - $2.41K
|
741
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.26% |
$2.01K - $2.41K
|
1.9K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5- 0.6% |
$2.01K - $2.41K
|
830
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.49% |
$2.01K - $2.41K
|
1.01K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5- 0.04% |
$2.01K - $2.41K
|
11.4K
$6.75M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5- 0.12% |
$2.01K - $2.41K
|
4.32K
$2.56M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-5- 0.54% |
$2.01K - $2.41K
|
928
$550K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-5- 0.28% |
$2.01K - $2.41K
|
1.79K
$1.06M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6- 1.03% |
$2.41K - $2.89K
|
579
$343K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6- 0.05% |
$2.41K - $2.89K
|
11.8K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7- 1.31% |
$2.81K - $3.37K
|
528
$313K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-7- 1.36% |
$2.81K - $3.37K
|
508
$301K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-7- 0.94% |
$2.81K - $3.37K
|
739
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 1.5% |
$3.21K - $3.85K
|
527
$312K
|