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 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
125+ 22.81% |
$51.2K - $58.8K
|
673
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
121+ 7.72% |
$49.5K - $56.9K
|
1.69K
$989K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
121+ 11.12% |
$49.5K - $56.9K
|
1.21K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 21.2% |
$47.9K - $55.1K
|
669
$392K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
117New |
$47.9K - $55.1K
|
117
$68.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
115+ 1.59% |
$47.1K - $54.1K
|
7.35K
$4.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
113New |
$46.3K - $53.2K
|
113
$66.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
110New |
$45K - $51.8K
|
110
$64.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
109+ 8.49% |
$44.6K - $51.3K
|
1.39K
$815K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
109+ 13.69% |
$44.6K - $51.3K
|
905
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
107+ 1.19% |
$43.8K - $50.4K
|
9.08K
$5.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
107+ 0.31% |
$43.8K - $50.4K
|
35.1K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 10.95% |
$40.9K - $47.1K
|
1.01K
$593K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
100+ 1.76% |
$40.9K - $47.1K
|
5.78K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
99+ 4.93% |
$40.5K - $46.6K
|
2.11K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
93New |
$38.1K - $43.8K
|
93
$54.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
91+ 0.39% |
$37.3K - $42.8K
|
23.4K
$13.7M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
91+ 4.04% |
$37.3K - $42.8K
|
2.35K
$1.37M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
90+ 2.0% |
$36.9K - $42.4K
|
4.58K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
89+ 3.84% |
$36.4K - $41.9K
|
2.41K
$1.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
88+ 4.68% |
$36K - $41.4K
|
1.97K
$1.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
83+ 16.6% |
$34K - $39.1K
|
583
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
82+ 11.6% |
$33.6K - $38.6K
|
789
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
81+ 1.01% |
$33.2K - $38.1K
|
8.1K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
80+ 6.63% |
$32.8K - $37.7K
|
1.29K
$753K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
80New |
$32.8K - $37.7K
|
80
$46.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75+ 3750.0% |
$30.7K - $35.3K
|
77
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
75+ 2.55% |
$30.7K - $35.3K
|
3.02K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
70+ 0.82% |
$28.7K - $32.9K
|
8.61K
$5.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 12.75% |
$28.7K - $32.9K
|
619
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
68+ 5.16% |
$27.8K - $32K
|
1.39K
$812K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 8.8% |
$27K - $31.1K
|
816
$478K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 6.9% |
$27K - $31.1K
|
1.02K
$598K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
65+ 0.24% |
$26.6K - $30.6K
|
26.6K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
65+ 0.18% |
$26.6K - $30.6K
|
37.1K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
56+ 5.0% |
$22.9K - $26.4K
|
1.18K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
53+ 10.23% |
$21.7K - $24.9K
|
571
$334K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.94% |
$20.5K - $23.5K
|
2.63K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49+ 0.36% |
$20.1K - $23.1K
|
13.7K
$8.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
48+ 1.37% |
$19.7K - $22.6K
|
3.56K
$2.08M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
47+ 5.77% |
$19.2K - $22.1K
|
862
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
47+ 1.09% |
$19.2K - $22.1K
|
4.36K
$2.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$18.8K - $21.7K
|
46
$26.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
45+ 22.5% |
$18.4K - $21.2K
|
245
$143K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
45New |
$18.4K - $21.2K
|
45
$26.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
44New |
$18K - $20.7K
|
44
$25.8K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 1.0% |
$16.4K - $18.8K
|
4.03K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 4.87% |
$15.6K - $17.9K
|
818
$479K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
38+ 3.95% |
$15.6K - $17.9K
|
999
$585K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 1.1% |
$15.2K - $17.4K
|
3.4K
$1.99M
|