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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.05% |
$1.3K - $1.49K
|
6.12K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.52% |
$1.73K - $1.99K
|
764
$446K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4- 0.03% |
$1.73K - $1.99K
|
13.7K
$8.01M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4- 0.26% |
$1.73K - $1.99K
|
1.55K
$903K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.18% |
$2.17K - $2.49K
|
2.71K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-5- 0.36% |
$2.17K - $2.49K
|
1.37K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.66% |
$2.17K - $2.49K
|
748
$437K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5- 0.66% |
$2.17K - $2.49K
|
754
$440K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.17% |
$2.6K - $2.98K
|
3.5K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 2.25% |
$2.6K - $2.98K
|
261
$152K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 1.35% |
$2.6K - $2.98K
|
440
$257K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8- 0.94% |
$3.46K - $3.98K
|
843
$492K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8- 0.18% |
$3.46K - $3.98K
|
4.53K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9- 0.21% |
$3.9K - $4.47K
|
4.35K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-9- 1.83% |
$3.9K - $4.47K
|
484
$283K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.47K
|
694
$405K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9- 1.46% |
$3.9K - $4.47K
|
608
$355K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.22% |
$3.9K - $4.47K
|
4.06K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-10- 0.86% |
$4.33K - $4.97K
|
1.15K
$672K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10- 1.38% |
$4.33K - $4.97K
|
715
$418K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 16.13% |
$4.33K - $4.97K
|
52
$30.4K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 0.57% |
$4.33K - $4.97K
|
1.74K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10- 1.03% |
$4.33K - $4.97K
|
961
$561K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10- 0.14% |
$4.33K - $4.97K
|
7.38K
$4.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10- 0.2% |
$4.33K - $4.97K
|
5.02K
$2.93M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.63% |
$4.76K - $5.47K
|
1.75K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-11- 2.21% |
$4.76K - $5.47K
|
486
$284K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-12- 5.66% |
$5.2K - $5.97K
|
200
$117K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-12- 0.03% |
$5.2K - $5.97K
|
44.2K
$25.8M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12- 0.77% |
$5.2K - $5.97K
|
1.55K
$903K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 0.34% |
$5.2K - $5.97K
|
3.51K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12- 0.23% |
$5.2K - $5.97K
|
5.31K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12- 0.19% |
$5.2K - $5.97K
|
6.44K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 0.82% |
$5.63K - $6.46K
|
1.58K
$922K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.83% |
$6.06K - $6.96K
|
1.68K
$978K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-15- 0.07% |
$6.5K - $7.46K
|
20K
$11.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15- 0.15% |
$6.5K - $7.46K
|
10.1K
$5.92M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 1.39% |
$6.5K - $7.46K
|
1.06K
$620K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-16- 1.32% |
$6.93K - $7.95K
|
1.2K
$699K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.67% |
$6.93K - $7.95K
|
2.39K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16- 3.29% |
$6.93K - $7.95K
|
471
$275K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16- 2.51% |
$6.93K - $7.95K
|
621
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-17- 3.0% |
$7.36K - $8.45K
|
550
$321K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-17- 0.6% |
$7.36K - $8.45K
|
2.79K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-18- 0.92% |
$7.8K - $8.95K
|
1.93K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18- 0.92% |
$7.8K - $8.95K
|
1.93K
$1.13M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-19- 3.36% |
$8.23K - $9.45K
|
547
$319K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19- 0.71% |
$8.23K - $9.45K
|
2.67K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-19- 4.05% |
$8.23K - $9.45K
|
450
$263K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-20- 1.64% |
$8.66K - $9.94K
|
1.2K
$699K
|