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 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.93% |
$12.6K - $14.4K
|
1.53K
$893K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
29+ 0.23% |
$12.6K - $14.4K
|
12.4K
$7.24M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$10.8K - $12.4K
|
25
$14.6K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21+ 1.34% |
$9.1K - $10.4K
|
1.59K
$930K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
21+ 0.95% |
$9.1K - $10.4K
|
2.23K
$1.3M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
21+ 0.51% |
$9.1K - $10.4K
|
4.16K
$2.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
20+ 3.17% |
$8.66K - $9.94K
|
650
$380K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 4.21% |
$8.66K - $9.94K
|
495
$289K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 0.49% |
$8.66K - $9.94K
|
4.11K
$2.4M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19+ 0.45% |
$8.23K - $9.45K
|
4.2K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17+ 0.63% |
$7.36K - $8.45K
|
2.71K
$1.58M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 2.89% |
$7.36K - $8.45K
|
605
$353K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.38% |
$6.93K - $7.95K
|
4.27K
$2.49M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.4% |
$6.5K - $7.46K
|
3.74K
$2.18M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
15+ 2.98% |
$6.5K - $7.46K
|
519
$303K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15New |
$6.5K - $7.46K
|
15
$8.76K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14+ 0.3% |
$6.06K - $6.96K
|
4.72K
$2.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
14+ 0.2% |
$6.06K - $6.96K
|
7.07K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
13+ 0.05% |
$5.63K - $6.46K
|
24.7K
$14.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
13+ 2.38% |
$5.63K - $6.46K
|
560
$327K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12+ 0.14% |
$5.2K - $5.97K
|
8.48K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
12+ 2.01% |
$5.2K - $5.97K
|
608
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.12% |
$4.76K - $5.47K
|
8.95K
$5.23M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11+ 0.2% |
$4.76K - $5.47K
|
5.61K
$3.27M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
11+ 20.0% |
$4.76K - $5.47K
|
66
$38.5K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
10+ 1.46% |
$4.33K - $4.97K
|
693
$405K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$4.33K - $4.97K
|
10
$5.84K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 1.87% |
$4.33K - $4.97K
|
546
$319K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
10+ 1.09% |
$4.33K - $4.97K
|
930
$543K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 1.49% |
$4.33K - $4.97K
|
683
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9+ 4.57% |
$3.9K - $4.47K
|
206
$120K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.25% |
$3.9K - $4.47K
|
3.54K
$2.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
8+ 0.36% |
$3.46K - $3.98K
|
2.21K
$1.29M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 1.4% |
$3.46K - $3.98K
|
579
$338K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 0.02% |
$3.46K - $3.98K
|
48.8K
$28.5M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
7+ 0.09% |
$3.03K - $3.48K
|
8.21K
$4.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.12% |
$2.6K - $2.98K
|
5.06K
$2.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.34% |
$2.6K - $2.98K
|
1.77K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.33% |
$2.6K - $2.98K
|
1.81K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$2.6K - $2.98K
|
1.92K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 5.15% |
$2.17K - $2.49K
|
102
$59.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.17K - $2.49K
|
4.97K
$2.9M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5+ 0.13% |
$2.17K - $2.49K
|
3.84K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 0.64% |
$2.17K - $2.49K
|
784
$458K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.49% |
$2.17K - $2.49K
|
1.02K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$1.73K - $1.99K
|
7.85K
$4.59M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.72% |
$1.73K - $1.99K
|
561
$328K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.42% |
$1.73K - $1.99K
|
947
$553K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.1% |
$1.73K - $1.99K
|
3.88K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.78% |
$1.73K - $1.99K
|
518
$303K
|