Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 2.84% |
$8.66K - $9.94K
|
684
$400K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-20- 0.24% |
$8.66K - $9.94K
|
8.28K
$4.84M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-20- 3.08% |
$8.66K - $9.94K
|
630
$368K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 2.16% |
$8.66K - $9.94K
|
907
$530K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 1.23% |
$8.66K - $9.94K
|
1.61K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21- 1.09% |
$9.1K - $10.4K
|
1.9K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-21- 3.41% |
$9.1K - $10.4K
|
594
$347K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-21- 3.58% |
$9.1K - $10.4K
|
565
$330K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.12% |
$9.53K - $10.9K
|
18.4K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-22- 1.56% |
$9.53K - $10.9K
|
1.39K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22Closed |
$9.53K - $10.9K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-22- 1.41% |
$9.53K - $10.9K
|
1.54K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22- 3.2% |
$9.53K - $10.9K
|
665
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-23- 1.44% |
$9.96K - $11.4K
|
1.57K
$917K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-23- 1.23% |
$9.96K - $11.4K
|
1.84K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-24- 2.02% |
$10.4K - $11.9K
|
1.16K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-24- 0.23% |
$10.4K - $11.9K
|
10.5K
$6.12M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 2.23% |
$10.8K - $12.4K
|
1.1K
$640K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 0.45% |
$11.3K - $12.9K
|
5.77K
$3.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-27- 1.95% |
$11.7K - $13.4K
|
1.36K
$794K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.19% |
$11.7K - $13.4K
|
14K
$8.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-27- 0.61% |
$11.7K - $13.4K
|
4.42K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 8.44% |
$11.7K - $13.4K
|
293
$171K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-30- 1.57% |
$13K - $14.9K
|
1.88K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-30- 0.83% |
$13K - $14.9K
|
3.6K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30- 2.59% |
$13K - $14.9K
|
1.13K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-30- 2.37% |
$13K - $14.9K
|
1.24K
$721K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-30- 3.8% |
$13K - $14.9K
|
759
$443K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-31- 0.41% |
$13.4K - $15.4K
|
7.56K
$4.41M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-32- 1.44% |
$13.9K - $15.9K
|
2.19K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-32- 1.92% |
$13.9K - $15.9K
|
1.63K
$954K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32- 3.47% |
$13.9K - $15.9K
|
891
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-32- 0.73% |
$13.9K - $15.9K
|
4.33K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.54% |
$14.3K - $16.4K
|
6.07K
$3.54M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-33- 6.13% |
$14.3K - $16.4K
|
505
$295K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-33- 2.51% |
$14.3K - $16.4K
|
1.28K
$749K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-34- 1.88% |
$14.7K - $16.9K
|
1.78K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-34- 2.18% |
$14.7K - $16.9K
|
1.53K
$891K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34- 3.35% |
$14.7K - $16.9K
|
980
$572K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-35- 1.92% |
$15.2K - $17.4K
|
1.79K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 2.78% |
$15.2K - $17.4K
|
1.23K
$716K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 5.07% |
$15.2K - $17.4K
|
656
$383K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-35- 0.77% |
$15.2K - $17.4K
|
4.54K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 0.3% |
$15.6K - $17.9K
|
12K
$6.99M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-37- 5.22% |
$16K - $18.4K
|
672
$393K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-37- 5.22% |
$16K - $18.4K
|
672
$393K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-38- 0.94% |
$16.5K - $18.9K
|
4K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-38- 7.12% |
$16.5K - $18.9K
|
496
$290K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-38- 6.39% |
$16.5K - $18.9K
|
557
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-38- 2.64% |
$16.5K - $18.9K
|
1.4K
$819K
|