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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.6KNew |
$657K - $755K
|
1.6K
$939K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.57KNew |
$644K - $740K
|
1.57K
$920K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.57K+ 69.23% |
$642K - $738K
|
3.83K
$2.24M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.57KNew |
$641K - $737K
|
1.57K
$916K
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.56KNew |
$638K - $733K
|
1.56K
$912K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$599K - $689K
|
1.46K
$856K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$573K - $659K
|
1.4K
$820K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39K+ 60.71% |
$569K - $654K
|
3.68K
$2.15M
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.36KNew |
$559K - $642K
|
1.36K
$798K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 64.97% |
$558K - $642K
|
3.46K
$2.03M
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.31KNew |
$537K - $618K
|
1.31K
$768K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.3KNew |
$534K - $614K
|
1.3K
$763K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.26K+ 0.87% |
$516K - $594K
|
146K
$85.2M
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.22K+ 176.41% |
$499K - $574K
|
1.91K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22K+ 8.64% |
$498K - $572K
|
15.3K
$8.94M
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.21K+ 4.16% |
$497K - $571K
|
30.4K
$17.8M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.21KNew |
$497K - $571K
|
1.21K
$710K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$471K - $541K
|
1.15K
$673K
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.14KNew |
$468K - $537K
|
1.14K
$668K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.12K+ 2.35% |
$459K - $527K
|
48.8K
$28.6M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.12KNew |
$459K - $527K
|
1.12K
$656K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 109.9% |
$450K - $517K
|
2.1K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.08KNew |
$443K - $510K
|
1.08K
$634K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.08K+ 27.08% |
$441K - $507K
|
5.05K
$2.96M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.08K+ 5.6% |
$440K - $506K
|
20.3K
$11.9M
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.06KNew |
$435K - $500K
|
1.06K
$622K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 12.98% |
$423K - $486K
|
8.98K
$5.26M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1KNew |
$411K - $473K
|
1K
$588K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1K+ 9.05% |
$409K - $471K
|
12K
$7.05M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
993+ 3.5% |
$407K - $467K
|
29.3K
$17.2M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
972+ 14.17% |
$398K - $457K
|
7.83K
$4.58M
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
951+ 25.72% |
$389K - $448K
|
4.65K
$2.72M
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
930New |
$381K - $438K
|
930
$544K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
924+ 10.47% |
$378K - $435K
|
9.75K
$5.71M
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
919+ 7.12% |
$376K - $433K
|
13.8K
$8.09M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
919+ 6.49% |
$376K - $433K
|
15.1K
$8.83M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
916+ 1.39% |
$375K - $431K
|
66.9K
$39.1M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
899+ 2.71% |
$368K - $423K
|
34.1K
$19.9M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
896+ 7.11% |
$367K - $422K
|
13.5K
$7.9M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
877New |
$359K - $413K
|
877
$513K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
860+ 5.15% |
$352K - $405K
|
17.6K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
859New |
$352K - $404K
|
859
$503K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
850+ 40.9% |
$348K - $400K
|
2.93K
$1.71M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
847+ 2.74% |
$347K - $399K
|
31.8K
$18.6M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
840+ 67.04% |
$344K - $395K
|
2.09K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
835New |
$342K - $393K
|
835
$489K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
817New |
$335K - $385K
|
817
$478K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
815New |
$334K - $384K
|
815
$477K
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
807+ 4.59% |
$330K - $380K
|
18.4K
$10.8M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
806+ 8.81% |
$330K - $379K
|
9.95K
$5.83M
|