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 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-594- 5.83% |
$257K - $295K
|
9.6K
$5.6M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-609- 19.91% |
$264K - $303K
|
2.45K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-612- 1.01% |
$265K - $304K
|
59.8K
$34.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-627- 53.05% |
$272K - $312K
|
555
$324K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-629- 0.93% |
$272K - $313K
|
67.1K
$39.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-655- 19.28% |
$284K - $326K
|
2.74K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-655- 1.86% |
$284K - $326K
|
34.5K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-657- 0.59% |
$285K - $327K
|
110K
$64.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-667- 3.16% |
$289K - $332K
|
20.4K
$11.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-682- 60.51% |
$295K - $339K
|
445
$260K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-715- 0.49% |
$310K - $355K
|
145K
$84.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-738- 0.36% |
$320K - $367K
|
205K
$120M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-753- 54.06% |
$326K - $374K
|
640
$374K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-806- 7.24% |
$349K - $401K
|
10.3K
$6.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-809- 5.0% |
$350K - $402K
|
15.4K
$8.98M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-844- 40.21% |
$366K - $420K
|
1.26K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-847- 2.72% |
$367K - $421K
|
30.3K
$17.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-856- 58.51% |
$371K - $426K
|
607
$355K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-860- 4.25% |
$372K - $428K
|
19.4K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-900- 21.69% |
$390K - $447K
|
3.25K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-916- 1.37% |
$397K - $455K
|
66K
$38.5M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-935- 1.95% |
$405K - $465K
|
47K
$27.4M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-961- 5.48% |
$416K - $478K
|
16.6K
$9.69M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.07K- 49.01% |
$462K - $530K
|
1.11K
$648K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.18K- 12.02% |
$512K - $588K
|
8.66K
$5.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.19K- 4.16% |
$515K - $591K
|
27.4K
$16M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.2K- 1.29% |
$518K - $594K
|
91.3K
$53.3M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.23KClosed |
$532K - $610K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.23K- 1.47% |
$534K - $613K
|
82.7K
$48.3M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.24K- 13.87% |
$538K - $618K
|
7.72K
$4.51M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 8.66% |
$549K - $630K
|
13.4K
$7.81M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.3K- 9.57% |
$561K - $644K
|
12.2K
$7.15M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31K- 62.45% |
$566K - $650K
|
786
$459K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.31K- 29.24% |
$569K - $653K
|
3.18K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.35K- 2.24% |
$586K - $673K
|
59K
$34.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.37K- 62.19% |
$594K - $682K
|
834
$487K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.38K- 63.78% |
$596K - $684K
|
781
$456K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.47K- 31.68% |
$638K - $732K
|
3.18K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.49K- 3.33% |
$644K - $739K
|
43.1K
$25.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.51K- 12.45% |
$652K - $749K
|
10.6K
$6.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.53K- 33.35% |
$660K - $758K
|
3.05K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.53K- 41.64% |
$663K - $761K
|
2.15K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 19.94% |
$666K - $764K
|
6.17K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.73K- 4.87% |
$750K - $861K
|
33.8K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.73K- 4.12% |
$751K - $862K
|
40.4K
$23.6M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.76K- 35.26% |
$764K - $876K
|
3.24K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.87K- 45.01% |
$809K - $928K
|
2.28K
$1.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.9K- 10.27% |
$823K - $945K
|
16.6K
$9.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.95K- 7.63% |
$845K - $970K
|
23.6K
$13.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.97K- 6.48% |
$853K - $979K
|
28.4K
$16.6M
|