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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-39- 2.25% |
$16.9K - $19.4K
|
1.7K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-40- 0.83% |
$17.3K - $19.9K
|
4.81K
$2.81M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-40- 7.46% |
$17.3K - $19.9K
|
496
$290K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40- 0.44% |
$17.3K - $19.9K
|
9.04K
$5.28M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-40- 0.36% |
$17.3K - $19.9K
|
11.1K
$6.51M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 8.97% |
$17.8K - $20.4K
|
416
$243K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-41- 1.98% |
$17.8K - $20.4K
|
2.03K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 28.0% |
$18.2K - $20.9K
|
108
$63.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-42- 25.15% |
$18.2K - $20.9K
|
125
$73K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-42- 4.99% |
$18.2K - $20.9K
|
799
$467K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-43- 0.94% |
$18.6K - $21.4K
|
4.51K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-44- 7.11% |
$19.1K - $21.9K
|
575
$336K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-44- 4.04% |
$19.1K - $21.9K
|
1.05K
$610K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44- 1.44% |
$19.1K - $21.9K
|
3.01K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-45- 6.37% |
$19.5K - $22.4K
|
661
$386K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-48- 8.16% |
$20.8K - $23.9K
|
540
$315K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 10.41% |
$20.8K - $23.9K
|
413
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 1.01% |
$20.8K - $23.9K
|
4.72K
$2.76M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-48- 0.47% |
$20.8K - $23.9K
|
10.3K
$5.99M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.43% |
$21.7K - $24.9K
|
3.45K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-50- 81.97% |
$21.7K - $24.9K
|
11
$6.42K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 1.21% |
$21.7K - $24.9K
|
4.08K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 1.35% |
$21.7K - $24.9K
|
3.66K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-50- 0.65% |
$21.7K - $24.9K
|
7.68K
$4.49M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-50- 2.36% |
$21.7K - $24.9K
|
2.07K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-51- 1.54% |
$22.1K - $25.4K
|
3.27K
$1.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-51- 1.21% |
$22.1K - $25.4K
|
4.16K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-53- 9.98% |
$23K - $26.3K
|
478
$279K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-54- 0.67% |
$23.4K - $26.8K
|
8.04K
$4.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-55- 0.92% |
$23.8K - $27.3K
|
5.94K
$3.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-56- 0.41% |
$24.3K - $27.8K
|
13.5K
$7.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-56- 5.21% |
$24.3K - $27.8K
|
1.02K
$595K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57- 4.31% |
$24.7K - $28.3K
|
1.27K
$739K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-60- 0.58% |
$26K - $29.8K
|
10.3K
$6.02M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-61- 1.41% |
$26.4K - $30.3K
|
4.26K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-62- 6.2% |
$26.9K - $30.8K
|
938
$548K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 3.3% |
$26.9K - $30.8K
|
1.82K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65- 1.88% |
$28.2K - $32.3K
|
3.4K
$1.98M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65- 0.83% |
$28.2K - $32.3K
|
7.74K
$4.52M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 10.99% |
$29.5K - $33.8K
|
551
$322K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-70- 28.57% |
$30.3K - $34.8K
|
175
$102K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-70- 0.87% |
$30.3K - $34.8K
|
7.97K
$4.65M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-70- 1.82% |
$30.3K - $34.8K
|
3.77K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74- 7.09% |
$32K - $36.8K
|
970
$567K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 6.7% |
$32.5K - $37.3K
|
1.05K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.36% |
$32.5K - $37.3K
|
20.7K
$12.1M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-75- 28.3% |
$32.5K - $37.3K
|
190
$111K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-75- 1.37% |
$32.5K - $37.3K
|
5.38K
$3.14M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-77- 3.69% |
$33.3K - $38.3K
|
2.01K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-77- 2.02% |
$33.3K - $38.3K
|
3.74K
$2.19M
|