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 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
500New |
$205K - $235K
|
500
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
496New |
$203K - $233K
|
496
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
495New |
$203K - $233K
|
495
$290K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
493New |
$202K - $232K
|
493
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
493New |
$202K - $232K
|
493
$289K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
491+ 89.11% |
$201K - $231K
|
1.04K
$610K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
487New |
$199K - $229K
|
487
$285K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
487New |
$199K - $229K
|
487
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
485New |
$199K - $228K
|
485
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
473New |
$194K - $223K
|
473
$277K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
473+ 21.87% |
$194K - $223K
|
2.64K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
472New |
$193K - $222K
|
472
$276K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
470New |
$192K - $221K
|
470
$275K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
469New |
$192K - $221K
|
469
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
467New |
$191K - $220K
|
467
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
466New |
$191K - $219K
|
466
$273K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
463New |
$190K - $218K
|
463
$271K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
460New |
$188K - $217K
|
460
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
460New |
$188K - $217K
|
460
$269K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
460New |
$188K - $217K
|
460
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
459New |
$188K - $216K
|
459
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
457New |
$187K - $215K
|
457
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
457New |
$187K - $215K
|
457
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
456+ 0.44% |
$187K - $215K
|
105K
$61.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
449+ 20.65% |
$184K - $211K
|
2.62K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
448New |
$183K - $211K
|
448
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
448+ 6.41% |
$183K - $211K
|
7.44K
$4.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
443New |
$181K - $209K
|
443
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
442New |
$181K - $208K
|
442
$259K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
437+ 61.38% |
$179K - $206K
|
1.15K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
430New |
$176K - $202K
|
430
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
406New |
$166K - $191K
|
406
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
398+ 2.91% |
$163K - $187K
|
14.1K
$8.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
380+ 66.2% |
$156K - $179K
|
954
$558K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
379+ 27.83% |
$155K - $178K
|
1.74K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
377+ 50.27% |
$154K - $177K
|
1.13K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
367+ 23.23% |
$150K - $173K
|
1.95K
$1.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
361+ 9.27% |
$148K - $170K
|
4.26K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 1.13% |
$143K - $164K
|
31.1K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
344New |
$141K - $162K
|
344
$201K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
319New |
$131K - $150K
|
319
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
307+ 3.08% |
$126K - $144K
|
10.3K
$6.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
306+ 19.37% |
$125K - $144K
|
1.89K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
305+ 6.91% |
$125K - $144K
|
4.72K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
301+ 26.15% |
$123K - $142K
|
1.45K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$123K - $141K
|
300
$176K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
282+ 4.14% |
$115K - $133K
|
7.09K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
273+ 13.99% |
$112K - $128K
|
2.22K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
267+ 1.47% |
$109K - $126K
|
18.4K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
267+ 0.45% |
$109K - $126K
|
59.2K
$34.6M
|