Purchases and Sales Made in Q2 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 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
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45New |
$19.8K - $21.6K
|
45
$26.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
44+ 2.28% |
$19.4K - $21.1K
|
1.98K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
44+ 4.82% |
$19.4K - $21.1K
|
957
$573K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
43+ 2.58% |
$18.9K - $20.6K
|
1.71K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
43+ 4.24% |
$18.9K - $20.6K
|
1.06K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
43New |
$18.9K - $20.6K
|
43
$25.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
42+ 0.41% |
$18.5K - $20.1K
|
10.3K
$6.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
42+ 0.33% |
$18.5K - $20.1K
|
12.7K
$7.57M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 33.33% |
$18K - $19.6K
|
164
$98.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
40+ 0.89% |
$17.6K - $19.2K
|
4.52K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
40+ 3.35% |
$17.6K - $19.2K
|
1.23K
$738K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
39+ 0.37% |
$17.2K - $18.7K
|
10.6K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
38+ 345.45% |
$16.7K - $18.2K
|
49
$29.3K
|
|
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34+ 3.47% |
$15K - $16.3K
|
1.01K
$607K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$13.2K - $14.4K
|
30
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
30+ 6.05% |
$13.2K - $14.4K
|
526
$315K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 2.8% |
$13.2K - $14.4K
|
1.1K
$659K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 0.21% |
$12.8K - $13.9K
|
13.7K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29+ 2.78% |
$12.8K - $13.9K
|
1.07K
$641K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28+ 2.06% |
$12.3K - $13.4K
|
1.39K
$830K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.83% |
$11K - $12K
|
3.04K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
24+ 0.21% |
$10.6K - $11.5K
|
11.3K
$6.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 4.4% |
$10.6K - $11.5K
|
569
$340K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 4.4% |
$10.6K - $11.5K
|
569
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
23+ 4.14% |
$10.1K - $11K
|
578
$346K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 5.23% |
$10.1K - $11K
|
463
$277K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22+ 0.98% |
$9.68K - $10.5K
|
2.26K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
22+ 0.61% |
$9.68K - $10.5K
|
3.61K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$8.8K - $9.58K
|
20
$12K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 1.86% |
$8.8K - $9.58K
|
1.1K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.85% |
$8.8K - $9.58K
|
539
$322K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
18+ 1.77% |
$7.92K - $8.62K
|
1.04K
$620K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
18+ 0.64% |
$7.92K - $8.62K
|
2.85K
$1.7M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17+ 1.67% |
$7.48K - $8.14K
|
1.04K
$620K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16+ 0.63% |
$7.04K - $7.66K
|
2.55K
$1.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16+ 6.13% |
$7.04K - $7.66K
|
277
$166K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13+ 2.25% |
$5.72K - $6.23K
|
592
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13New |
$5.72K - $6.23K
|
13
$7.78K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
13+ 2.88% |
$5.72K - $6.23K
|
465
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 1.33% |
$5.28K - $5.75K
|
913
$546K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
12+ 1.76% |
$5.28K - $5.75K
|
695
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.25% |
$5.28K - $5.75K
|
4.82K
$2.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.4% |
$4.84K - $5.27K
|
2.75K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10+ 0.9% |
$4.4K - $4.79K
|
1.12K
$671K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.67% |
$4.4K - $4.79K
|
1.49K
$894K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 0.25% |
$4.4K - $4.79K
|
4.01K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
10+ 0.08% |
$4.4K - $4.79K
|
12.8K
$7.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.62% |
$4.4K - $4.79K
|
629
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10+ 2.06% |
$4.4K - $4.79K
|
495
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8+ 0.57% |
$3.52K - $3.83K
|
1.42K
$850K
|