Purchases and Sales Made in Q2 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 Q2 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
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
44
+ 2.28%
$19.4K - $21.1K
1.98K $1.09M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
44
+ 4.82%
$19.4K - $21.1K
957 $527K
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
43
New
$18.9K - $20.6K
43 $23.7K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
43
+ 2.58%
$18.9K - $20.6K
1.71K $942K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
43
+ 4.24%
$18.9K - $20.6K
1.06K $582K
Aug 14, 2023 Q2 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
42
+ 0.41%
$18.5K - $20.1K
10.3K $5.67M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
42
+ 0.33%
$18.5K - $20.1K
12.7K $6.98M
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
41
+ 33.33%
$18K - $19.6K
164 $90.4K
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
40
+ 3.35%
$17.6K - $19.2K
1.23K $680K
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
40
+ 0.89%
$17.6K - $19.2K
4.52K $2.49M
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
38
+ 345.45%
$16.7K - $18.2K
49 $27K
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
30
+ 6.05%
$13.2K - $14.4K
526 $290K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
30
New
$13.2K - $14.4K
30 $16.5K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
30
+ 2.8%
$13.2K - $14.4K
1.1K $607K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
29
+ 2.78%
$12.8K - $13.9K
1.07K $590K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
29
+ 0.21%
$12.8K - $13.9K
13.7K $7.57M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
28
+ 2.06%
$12.3K - $13.4K
1.39K $765K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
25
+ 0.83%
$11K - $12K
3.04K $1.68M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
24
+ 4.4%
$10.6K - $11.5K
569 $314K
Aug 11, 2023 Q2 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
24
+ 0.21%
$10.6K - $11.5K
11.3K $6.21M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
24
+ 4.4%
$10.6K - $11.5K
569 $314K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
23
+ 4.14%
$10.1K - $11K
578 $319K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
23
+ 5.23%
$10.1K - $11K
463 $255K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
22
+ 0.98%
$9.68K - $10.5K
2.26K $1.25M
Aug 14, 2023 Q2 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
22
+ 0.61%
$9.68K - $10.5K
3.61K $1.99M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
20
New
$8.8K - $9.58K
20 $11K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
20
+ 1.86%
$8.8K - $9.58K
1.1K $605K
Aug 07, 2023 Q2 2023
Cap Wealth Advisors, LLC

BUY
 -
20
+ 3.85%
$8.8K - $9.58K
539 $297K
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
18
+ 1.77%
$7.92K - $8.62K
1.04K $571K
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
18
+ 0.64%
$7.92K - $8.62K
2.85K $1.57M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
17
+ 1.67%
$7.48K - $8.14K
1.04K $571K
Jul 12, 2023 Q2 2023
Contravisory Investment Management, Inc.

BUY
 -
16
+ 6.13%
$7.04K - $7.66K
277 $153K
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
16
+ 0.63%
$7.04K - $7.66K
2.55K $1.4M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
13
New
$5.72K - $6.23K
13 $7.16K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
13
+ 2.25%
$5.72K - $6.23K
592 $326K
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
13
+ 2.88%
$5.72K - $6.23K
465 $256K
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
12
+ 1.76%
$5.28K - $5.75K
695 $383K
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
12
+ 1.33%
$5.28K - $5.75K
913 $503K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
12
+ 0.25%
$5.28K - $5.75K
4.82K $2.65M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
11
+ 0.4%
$4.84K - $5.27K
2.75K $1.52M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
10
+ 1.62%
$4.4K - $4.79K
629 $347K
Aug 10, 2023 Q2 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
10
+ 0.25%
$4.4K - $4.79K
4.01K $2.21M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
10
+ 2.06%
$4.4K - $4.79K
495 $273K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
10
+ 0.9%
$4.4K - $4.79K
1.12K $618K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
10
+ 0.67%
$4.4K - $4.79K
1.49K $823K
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

BUY
 -
10
+ 0.08%
$4.4K - $4.79K
12.8K $7.04M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
8
+ 0.57%
$3.52K - $3.83K
1.42K $783K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
8
+ 0.18%
$3.52K - $3.83K
4.47K $2.46M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
8
+ 1.16%
$3.52K - $3.83K
697 $384K

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