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 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-77- 0.63% |
$33.3K - $38.3K
|
12.2K
$7.13M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-78- 4.1% |
$33.8K - $38.8K
|
1.82K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-79- 6.21% |
$34.2K - $39.3K
|
1.19K
$698K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 6.8% |
$34.6K - $39.8K
|
1.1K
$642K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-80- 0.47% |
$34.6K - $39.8K
|
17K
$9.94M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-81- 4.79% |
$35.1K - $40.3K
|
1.61K
$942K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-81- 1.77% |
$35.1K - $40.3K
|
4.5K
$2.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-81- 0.62% |
$35.1K - $40.3K
|
13K
$7.63M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-82- 2.01% |
$35.5K - $40.8K
|
3.99K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-82- 1.14% |
$35.5K - $40.8K
|
7.08K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-83- 2.17% |
$35.9K - $41.3K
|
3.74K
$2.19M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-83- 1.04% |
$35.9K - $41.3K
|
7.89K
$4.62M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-84- 3.26% |
$36.4K - $41.8K
|
2.49K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-86- 0.8% |
$37.2K - $42.8K
|
10.7K
$6.24M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-87- 5.17% |
$37.7K - $43.2K
|
1.6K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-88- 9.69% |
$38.1K - $43.7K
|
820
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-90- 0.87% |
$39K - $44.7K
|
10.2K
$5.97M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-91- 3.88% |
$39.4K - $45.2K
|
2.25K
$1.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-92- 1.84% |
$39.8K - $45.7K
|
4.9K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-94- 1.62% |
$40.7K - $46.7K
|
5.71K
$3.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-94- 16.12% |
$40.7K - $46.7K
|
489
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-97- 0.47% |
$42K - $48.2K
|
20.7K
$12.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-98- 10.14% |
$42.4K - $48.7K
|
868
$508K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-98- 3.83% |
$42.4K - $48.7K
|
2.46K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 13.16% |
$43.3K - $49.7K
|
660
$386K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 21.65% |
$43.3K - $49.7K
|
362
$212K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-108- 2.54% |
$46.8K - $53.7K
|
4.15K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-110- 0.82% |
$47.6K - $54.7K
|
13.4K
$7.83M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-112- 17.05% |
$48.5K - $55.7K
|
545
$319K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-114- 10.69% |
$49.4K - $56.7K
|
952
$557K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-117- 9.29% |
$50.7K - $58.2K
|
1.14K
$669K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-118- 0.5% |
$51.1K - $58.7K
|
23.3K
$13.6M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-118- 1.37% |
$51.1K - $58.7K
|
8.5K
$4.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-119- 10.08% |
$51.5K - $59.2K
|
1.06K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-120- 2.36% |
$52K - $59.7K
|
4.97K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-120- 19.02% |
$52K - $59.7K
|
511
$299K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-120- 3.39% |
$52K - $59.7K
|
3.42K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-126- 0.84% |
$54.6K - $62.6K
|
14.9K
$8.73M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-128- 10.59% |
$55.4K - $63.6K
|
1.08K
$633K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-128- 7.13% |
$55.4K - $63.6K
|
1.67K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-129- 6.12% |
$55.9K - $64.1K
|
1.98K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-130- 1.14% |
$56.3K - $64.6K
|
11.2K
$6.58M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-131- 0.36% |
$56.7K - $65.1K
|
36.3K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-134- 3.42% |
$58K - $66.6K
|
3.79K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-136- 4.21% |
$58.9K - $67.6K
|
3.1K
$1.81M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-137- 5.2% |
$59.3K - $68.1K
|
2.5K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-137- 0.99% |
$59.3K - $68.1K
|
13.7K
$8.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-140- 3.41% |
$60.6K - $69.6K
|
3.97K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-141- 1.34% |
$61.1K - $70.1K
|
10.4K
$6.08M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-142- 2.06% |
$61.5K - $70.6K
|
6.75K
$3.95M
|