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
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
363
+ 3.62%
$157K - $180K
10.4K $6.06M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
363
+ 8.79%
$157K - $180K
4.49K $2.62M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
360
+ 9.49%
$156K - $179K
4.16K $2.43M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
343
+ 74.73%
$149K - $171K
802 $468K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
340
+ 1.56%
$147K - $169K
22.1K $12.9M
Jun 20, 2023 Q1 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
340
+ 83.33%
$147K - $169K
748 $437K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
326
+ 52.58%
$141K - $162K
946 $553K
Apr 05, 2023 Q1 2023
In Track Investment Management Inc

BUY
 -
323
+ 21.28%
$140K - $161K
1.84K $1.08M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
320
New
$139K - $159K
320 $187K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
315
+ 36.54%
$136K - $157K
1.18K $687K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
297
+ 15.08%
$129K - $148K
2.27K $1.32M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
295
+ 3.29%
$128K - $147K
9.28K $5.42M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
288
+ 9.47%
$125K - $143K
3.33K $1.94M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
283
New
$123K - $141K
283 $165K
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
259
+ 0.54%
$112K - $129K
47.9K $28M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
251
+ 35.2%
$109K - $125K
964 $563K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
250
New
$108K - $124K
250 $146K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
244
+ 6.73%
$106K - $121K
3.87K $2.26M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
240
+ 1.73%
$104K - $119K
14.1K $8.26M
May 08, 2023 Q1 2023
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
230
+ 3.84%
$99.6K - $114K
6.22K $3.63M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
228
+ 18.15%
$98.7K - $113K
1.48K $867K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
226
New
$97.9K - $112K
226 $132K
May 08, 2023 Q1 2023
Ti Trust, Inc

BUY
 -
219
+ 3.09%
$94.8K - $109K
7.31K $4.27M
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
210
+ 32.31%
$91K - $104K
860 $502K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
209
+ 4.92%
$90.5K - $104K
4.46K $2.6M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
209
+ 8.68%
$90.5K - $104K
2.62K $1.53M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
208
+ 20.95%
$90.1K - $103K
1.2K $701K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
207
+ 3.62%
$89.7K - $103K
5.92K $3.46M
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
200
+ 1.21%
$86.6K - $99.4K
16.7K $9.77M
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
197
+ 1.07%
$85.3K - $97.9K
18.6K $10.9M
Apr 14, 2023 Q1 2023
White Pine Investment CO

BUY
 -
193
+ 11.09%
$83.6K - $95.9K
1.93K $1.13M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
192
+ 263.01%
$83.2K - $95.4K
265 $155K
Apr 06, 2023 Q1 2023
Jvl Associates LLC

BUY
 -
191
+ 0.96%
$82.7K - $94.9K
20.1K $11.8M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
191
+ 6.55%
$82.7K - $94.9K
3.11K $1.81M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
185
+ 4.84%
$80.1K - $92K
4.01K $2.34M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
175
+ 3.0%
$75.8K - $87K
6.01K $3.51M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
172
+ 3.67%
$74.5K - $85.5K
4.86K $2.84M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
166
+ 4.93%
$71.9K - $82.5K
3.53K $2.06M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
165
+ 1.34%
$71.5K - $82K
12.5K $7.3M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
164
+ 1.65%
$71K - $81.5K
10.1K $5.9M
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
162
+ 11.88%
$70.2K - $80.5K
1.53K $891K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
160
+ 6.08%
$69.3K - $79.5K
2.79K $1.63M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
160
+ 5.32%
$69.3K - $79.5K
3.17K $1.85M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
160
+ 7.84%
$69.3K - $79.5K
2.2K $1.29M
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
159
New
$68.9K - $79K
159 $92.9K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
156
+ 18.18%
$67.6K - $77.6K
1.01K $592K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
150
New
$65K - $74.6K
150 $87.6K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
146
+ 6.2%
$63.2K - $72.6K
2.5K $1.46M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
142
+ 28.34%
$61.5K - $70.6K
643 $376K

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