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 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$1.73K - $1.99K
|
7.85K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$1.3K - $1.49K
|
6.3K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.39% |
$1.3K - $1.49K
|
782
$405K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$1.3K - $1.49K
|
3.47K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 6.67% |
$1.3K - $1.49K
|
48
$24.8K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.25% |
$866 - $994
|
791
$409K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$866 - $994
|
693
$359K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2+ 0.39% |
$866 - $994
|
520
$269K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.03% |
$866 - $994
|
7.71K
$3.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2+ 0.22% |
$866 - $994
|
901
$466K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2+ 0.1% |
$866 - $994
|
1.91K
$989K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$866 - $994
|
1.82K
$939K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2New |
$866 - $994
|
2
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$866 - $994
|
1.77K
$914K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.4% |
$866 - $994
|
505
$261K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.14% |
$433 - $497
|
730
$378K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$433 - $497
|
844
$437K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.29% |
$433 - $497
|
345
$179K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$433 - $497
|
1.02K
$528K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.14% |
$433 - $497
|
740
$383K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1+ 0.17% |
$433 - $497
|
580
$300K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.78% |
$433 - $497
|
130
$67.3K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$433 - $497
|
1.06K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.06% |
$433 - $497
|
1.61K
$831K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$433 - $497
|
548
$284K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 50.0% |
$433 - $497
|
3
$1.55K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$433 - $497
|
4.72K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.03% |
$433 - $497
|
3.61K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$433 - $497
|
1.6K
$830K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.39% |
$433 - $497
|
257
$133K
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$433 - $497
|
1.23K
$636K
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
1+ 0.16% |
$433 - $497
|
613
$317K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$433 - $497
|
6.69K
$3.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$433 - $497
|
2.16K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$433 - $497
|
458
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.84% |
$433 - $497
|
120
$62.1K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$433 - $497
|
1.35K
$700K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-1- 0.06% |
$433 - $497
|
1.58K
$820K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1- 0.04% |
$433 - $497
|
2.28K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1- 0.02% |
$433 - $497
|
4.93K
$2.55M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1- 5.0% |
$433 - $497
|
19
$9.83K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1- 0.12% |
$433 - $497
|
816
$422K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$433 - $497
|
1.48K
$768K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$866 - $994
|
1.22K
$630K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$866 - $994
|
5.25K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2- 0.3% |
$866 - $994
|
666
$345K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- 0.35% |
$866 - $994
|
562
$291K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.43% |
$866 - $994
|
459
$238K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3- 0.61% |
$1.3K - $1.49K
|
492
$255K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-3- 0.05% |
$1.3K - $1.49K
|
5.78K
$2.99M
|