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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-258- 6.63% |
$112K - $128K
|
3.64K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-266- 4.58% |
$115K - $132K
|
5.54K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-268- 5.49% |
$116K - $133K
|
4.61K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-269- 28.8% |
$117K - $134K
|
665
$388K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-277- 3.22% |
$120K - $138K
|
8.33K
$4.87M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-278- 29.92% |
$120K - $138K
|
651
$380K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-279- 1.88% |
$121K - $139K
|
14.6K
$8.52M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 4.65% |
$129K - $149K
|
6.14K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-299- 3.07% |
$129K - $149K
|
9.45K
$5.52M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-300- 6.99% |
$130K - $149K
|
3.99K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-311- 12.67% |
$135K - $155K
|
2.14K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-311- 2.84% |
$135K - $155K
|
10.6K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-315- 9.43% |
$136K - $157K
|
3.02K
$1.77M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-326- 17.99% |
$141K - $162K
|
1.49K
$868K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-348- 9.36% |
$151K - $173K
|
3.37K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-355- 1.05% |
$154K - $176K
|
33.6K
$19.6M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-367- 10.03% |
$159K - $182K
|
3.29K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-370- 1.17% |
$160K - $184K
|
31.4K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-380- 0.58% |
$165K - $189K
|
64.9K
$37.9M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-390- 0.29% |
$169K - $194K
|
135K
$79.1M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-391- 9.78% |
$169K - $194K
|
3.61K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-398- 1.83% |
$172K - $198K
|
21.3K
$12.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-404- 5.23% |
$175K - $201K
|
7.32K
$4.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-405- 0.98% |
$175K - $201K
|
41.1K
$24M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-409- 2.49% |
$177K - $203K
|
16K
$9.35M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-410- 6.58% |
$178K - $204K
|
5.82K
$3.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-415- 12.82% |
$180K - $206K
|
2.82K
$1.65M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-416- 2.74% |
$180K - $207K
|
14.8K
$8.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-423- 6.85% |
$183K - $210K
|
5.76K
$3.36M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-424- 2.12% |
$184K - $211K
|
19.6K
$11.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-435- 4.39% |
$188K - $216K
|
9.47K
$5.53M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-437- 2.14% |
$189K - $217K
|
20K
$11.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-458- 2.93% |
$198K - $228K
|
15.2K
$8.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-459- 4.31% |
$199K - $228K
|
10.2K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-460- 7.48% |
$199K - $229K
|
5.69K
$3.32M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-460- 5.45% |
$199K - $229K
|
7.97K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-480- 1.3% |
$208K - $239K
|
36.4K
$21.3M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-488- 49.09% |
$211K - $243K
|
506
$296K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-493- 3.97% |
$214K - $245K
|
11.9K
$6.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-495- 50.0% |
$214K - $246K
|
495
$289K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-499- 13.02% |
$216K - $248K
|
3.33K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-502- 11.76% |
$217K - $250K
|
3.77K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-515- 5.15% |
$223K - $256K
|
9.48K
$5.54M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-517- 14.14% |
$224K - $257K
|
3.14K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-517- 31.68% |
$224K - $257K
|
1.12K
$651K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-528- 2.36% |
$229K - $262K
|
21.8K
$12.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-532- 2.62% |
$230K - $264K
|
19.8K
$11.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-555- 8.93% |
$240K - $276K
|
5.66K
$3.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-574- 3.84% |
$249K - $285K
|
14.4K
$8.4M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-583- 55.95% |
$252K - $290K
|
459
$268K
|