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 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 1.1% |
$15.2K - $17.4K
|
3.4K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36+ 4.85% |
$14.7K - $16.9K
|
779
$452K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
36+ 0.72% |
$14.7K - $16.9K
|
5.03K
$2.92M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
33+ 3.17% |
$13.5K - $15.5K
|
1.07K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
32+ 1.71% |
$13.1K - $15.1K
|
1.9K
$1.1M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
32+ 1.53% |
$13.1K - $15.1K
|
2.12K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 0.86% |
$12.3K - $14.1K
|
3.52K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.73% |
$11.1K - $12.7K
|
3.73K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 4.64% |
$10.2K - $11.8K
|
564
$327K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
24+ 2.38% |
$9.83K - $11.3K
|
1.03K
$600K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
23+ 0.91% |
$9.42K - $10.8K
|
2.55K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$9.01K - $10.4K
|
22
$12.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
21+ 1.42% |
$8.6K - $9.88K
|
1.5K
$870K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
21+ 0.42% |
$8.6K - $9.88K
|
5.03K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
21+ 1.83% |
$8.6K - $9.88K
|
1.17K
$677K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
20+ 0.84% |
$8.19K - $9.41K
|
2.41K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19New |
$7.78K - $8.94K
|
19
$11K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19+ 2.16% |
$7.78K - $8.94K
|
899
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.39% |
$7.78K - $8.94K
|
4.85K
$2.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
18+ 1.9% |
$7.37K - $8.47K
|
966
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
17+ 0.4% |
$6.96K - $8K
|
4.32K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16New |
$6.55K - $7.53K
|
16
$9.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$6.55K - $7.53K
|
5.25K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
15+ 0.69% |
$6.14K - $7.06K
|
2.2K
$1.28M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15+ 1.29% |
$6.14K - $7.06K
|
1.18K
$682K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
15+ 1.35% |
$6.14K - $7.06K
|
1.13K
$655K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 1.74% |
$5.73K - $6.59K
|
817
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
14New |
$5.73K - $6.59K
|
14
$8.12K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 5.91% |
$5.73K - $6.59K
|
251
$146K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 2.06% |
$5.73K - $6.59K
|
692
$401K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 1.94% |
$5.32K - $6.12K
|
683
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.07% |
$5.32K - $6.12K
|
1.23K
$712K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 14.12% |
$4.91K - $5.65K
|
97
$56.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 2.76% |
$4.91K - $5.65K
|
446
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10+ 0.63% |
$4.09K - $4.71K
|
1.6K
$927K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$3.69K - $4.24K
|
2.42K
$1.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.38% |
$3.69K - $4.24K
|
2.36K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.25% |
$3.69K - $4.24K
|
3.65K
$2.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
8+ 0.09% |
$3.28K - $3.77K
|
8.43K
$4.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.23% |
$3.28K - $3.77K
|
3.56K
$2.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.23% |
$3.28K - $3.77K
|
3.54K
$2.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.4% |
$2.87K - $3.29K
|
1.77K
$1.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.32% |
$2.46K - $2.82K
|
1.91K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
6+ 0.52% |
$2.46K - $2.82K
|
1.17K
$679K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
6+ 0.36% |
$2.46K - $2.82K
|
1.68K
$976K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.57% |
$2.46K - $2.82K
|
1.05K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.4% |
$2.05K - $2.35K
|
1.26K
$731K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5+ 0.51% |
$2.05K - $2.35K
|
988
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5+ 0.12% |
$2.05K - $2.35K
|
4.08K
$2.36M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
4+ 0.44% |
$1.64K - $1.88K
|
909
$527K
|