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 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
605+ 17.74% |
$262K - $301K
|
4.02K
$2.35M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
600+ 15.66% |
$260K - $298K
|
4.43K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
600New |
$260K - $298K
|
600
$350K
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
593New |
$257K - $295K
|
593
$346K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
586New |
$254K - $291K
|
586
$342K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
582+ 81.63% |
$252K - $289K
|
1.3K
$756K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
576+ 8.39% |
$249K - $286K
|
7.44K
$4.34M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
564+ 40.29% |
$244K - $280K
|
1.96K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
559+ 27.43% |
$242K - $278K
|
2.6K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
554New |
$240K - $275K
|
554
$324K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
546+ 59.41% |
$236K - $271K
|
1.47K
$856K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
544New |
$236K - $270K
|
544
$318K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
542New |
$235K - $269K
|
542
$317K
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
539New |
$233K - $268K
|
539
$315K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
521+ 110.15% |
$226K - $259K
|
994
$581K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
506New |
$219K - $252K
|
506
$296K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
491+ 8.43% |
$213K - $244K
|
6.32K
$3.69M
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
490+ 1.54% |
$212K - $244K
|
32.3K
$18.9M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
487New |
$211K - $242K
|
487
$284K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
485New |
$210K - $241K
|
485
$283K
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
483+ 1.53% |
$209K - $240K
|
32K
$18.7M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
478+ 1.29% |
$207K - $238K
|
37.6K
$21.9M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
472+ 2.4% |
$204K - $235K
|
20.1K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
470+ 17.32% |
$204K - $234K
|
3.18K
$1.86M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
469+ 17.51% |
$203K - $233K
|
3.15K
$1.84M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
462+ 77.39% |
$200K - $230K
|
1.06K
$619K
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
455+ 2.95% |
$197K - $226K
|
15.9K
$9.28M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
452New |
$196K - $225K
|
452
$264K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450+ 473.68% |
$195K - $224K
|
545
$318K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
450+ 45.59% |
$195K - $224K
|
1.44K
$839K
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
450New |
$195K - $224K
|
450
$263K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
447+ 55.88% |
$194K - $222K
|
1.25K
$728K
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
444New |
$192K - $221K
|
444
$259K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
444New |
$192K - $221K
|
444
$259K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
441New |
$191K - $219K
|
441
$258K
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
440+ 16.43% |
$191K - $219K
|
3.12K
$1.82M
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
439New |
$190K - $218K
|
439
$256K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
437New |
$189K - $217K
|
437
$255K
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
428+ 4.15% |
$185K - $213K
|
10.8K
$6.28M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
419+ 71.26% |
$181K - $208K
|
1.01K
$588K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
417+ 46.08% |
$181K - $207K
|
1.32K
$772K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
416+ 2.82% |
$180K - $207K
|
15.2K
$8.87M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
405+ 10.79% |
$175K - $201K
|
4.16K
$2.43M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
393+ 7.2% |
$170K - $195K
|
5.85K
$3.42M
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
392+ 2.38% |
$170K - $195K
|
16.9K
$9.86M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
381+ 3.71% |
$165K - $189K
|
10.7K
$6.22M
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
378+ 4.48% |
$164K - $188K
|
8.82K
$5.15M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
377+ 26.22% |
$163K - $187K
|
1.82K
$1.06M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
365New |
$158K - $181K
|
365
$213K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
364+ 2.3% |
$158K - $181K
|
16.2K
$9.46M
|