Purchases and Sales Made in Q1 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
1.45K
+ 0.91%
$628K - $720K
160K $93.3M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
1.39K
+ 30.0%
$604K - $693K
6.04K $3.53M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.39K
+ 23.82%
$600K - $689K
7.2K $4.2M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.38K
New
$596K - $684K
1.38K $803K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
1.31K
+ 9.02%
$569K - $653K
15.9K $9.27M
Apr 07, 2023 Q1 2023
Sanders Morris Harris LLC

BUY
 -
1.3K
New
$563K - $646K
1.3K $759K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
1.28K
New
$552K - $634K
1.28K $745K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.22K
+ 1589.61%
$530K - $608K
1.3K $760K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.22K
New
$527K - $605K
1.22K $711K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.2K
+ 4.42%
$521K - $598K
28.4K $16.6M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
1.18K
+ 77.91%
$510K - $586K
2.69K $1.57M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
1.15K
+ 228.06%
$500K - $574K
1.66K $970K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.11K
+ 3.73%
$482K - $554K
31K $18.1M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
1.1K
+ 2.1%
$476K - $547K
53.6K $31.3M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.08K
+ 4.76%
$467K - $536K
23.7K $13.9M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.06K
New
$460K - $528K
1.06K $621K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.04K
New
$451K - $518K
1.04K $608K
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.02K
New
$441K - $507K
1.02K $595K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
1.01K
+ 2.38%
$435K - $500K
43.2K $25.2M
May 09, 2023 Q1 2023
Glaxis Capital Management, LLC

Sarasota, FL
BUY
 -
1K
New
$433K - $497K
1K $584K
Apr 13, 2023 Q1 2023
One Plus One Wealth Management, LLC

BUY
 -
983
+ 11.27%
$426K - $489K
9.71K $5.67M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
907
New
$393K - $451K
907 $530K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
906
+ 8.68%
$392K - $450K
11.3K $6.63M
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
906
+ 2.47%
$392K - $450K
37.6K $22M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
903
New
$391K - $449K
903 $527K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
878
+ 11.64%
$380K - $436K
8.42K $4.92M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
869
+ 454.97%
$376K - $432K
1.06K $619K
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
868
New
$376K - $432K
868 $507K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
837
+ 31.83%
$363K - $416K
3.47K $2.03M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
827
New
$358K - $411K
827 $483K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
816
+ 5.82%
$353K - $406K
14.8K $8.67M
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
810
+ 118.94%
$351K - $403K
1.49K $871K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
801
New
$347K - $398K
801 $468K
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
795
+ 3.1%
$344K - $395K
26.4K $15.4M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
762
+ 163.17%
$330K - $379K
1.23K $718K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
752
+ 29.5%
$326K - $374K
3.3K $1.93M
May 10, 2023 Q1 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
750
+ 26.79%
$325K - $373K
3.55K $2.07M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
714
+ 4.86%
$309K - $355K
15.4K $9M
Apr 19, 2023 Q1 2023
Providence First Trust CO

BUY
 -
713
+ 40.77%
$309K - $354K
2.46K $1.44M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
689
New
$298K - $343K
689 $402K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
688
+ 6.63%
$298K - $342K
11.1K $6.46M
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
671
+ 9.69%
$291K - $334K
7.59K $4.44M
May 03, 2023 Q1 2023
Anchor Capital Advisors LLC

BUY
 -
670
New
$290K - $333K
670 $391K
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
655
+ 109.17%
$284K - $326K
1.26K $733K
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
650
New
$282K - $323K
650 $380K
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
629
New
$272K - $313K
629 $367K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
629
New
$272K - $313K
629 $367K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
614
New
$266K - $305K
614 $359K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
612
New
$265K - $304K
612 $357K

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