Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.13% |
$1.64K - $1.88K
|
3.01K
$1.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$1.23K - $1.41K
|
3.46K
$2.03M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.23K - $1.41K
|
3
$1.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 7.69% |
$1.23K - $1.41K
|
42
$24.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.27% |
$1.23K - $1.41K
|
1.12K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.24% |
$819 - $941
|
843
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
2+ 0.35% |
$819 - $941
|
579
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$819 - $941
|
1.77K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.26% |
$819 - $941
|
779
$456K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$819 - $941
|
5.46K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.15% |
$819 - $941
|
1.35K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$819 - $941
|
612
$358K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$819 - $941
|
1.81K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.16% |
$819 - $941
|
1.22K
$712K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$819 - $941
|
1.85K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$819 - $941
|
691
$404K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$819 - $941
|
2
$1.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.36% |
$819 - $941
|
558
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2+ 0.33% |
$819 - $941
|
615
$360K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$819 - $941
|
1.06K
$622K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.77% |
$819 - $941
|
261
$153K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$409 - $471
|
2.43K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1New |
$409 - $471
|
1
$585
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.22% |
$409 - $471
|
451
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$409 - $471
|
4.18K
$2.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$409 - $471
|
534
$313K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
1+ 0.14% |
$409 - $471
|
727
$426K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.2% |
$409 - $471
|
503
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1+ 0.14% |
$409 - $471
|
713
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.07% |
$409 - $471
|
1.48K
$866K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.03% |
$409 - $471
|
3K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.08% |
$409 - $471
|
1.27K
$745K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.05% |
$409 - $471
|
1.92K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1- 0.03% |
$409 - $471
|
3.82K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-1- 0.09% |
$409 - $471
|
1.07K
$624K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1- 0.16% |
$409 - $471
|
630
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.05% |
$409 - $471
|
1.92K
$1.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2- 0.74% |
$819 - $941
|
267
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2- 3.51% |
$819 - $941
|
55
$32.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.95% |
$819 - $941
|
208
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3- 1.5% |
$1.23K - $1.41K
|
197
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.55% |
$1.23K - $1.41K
|
540
$316K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.1% |
$1.23K - $1.41K
|
3.08K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4- 0.59% |
$1.64K - $1.88K
|
675
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4- 0.26% |
$1.64K - $1.88K
|
1.56K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-4- 0.56% |
$1.64K - $1.88K
|
710
$416K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4- 0.43% |
$1.64K - $1.88K
|
930
$544K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 2.34% |
$1.64K - $1.88K
|
167
$97.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-4- 0.08% |
$1.64K - $1.88K
|
4.93K
$2.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4- 0.11% |
$1.64K - $1.88K
|
3.68K
$2.15M
|