Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-30- 1.38% |
$13.2K - $14.4K
|
2.14K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 42.86% |
$13.2K - $14.4K
|
40
$22.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-30- 5.41% |
$13.2K - $14.4K
|
525
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30- 2.74% |
$13.2K - $14.4K
|
1.07K
$604K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.28% |
$13.6K - $14.8K
|
2.38K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 3.86% |
$14.1K - $15.3K
|
796
$451K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-33- 0.15% |
$14.5K - $15.8K
|
22.1K
$12.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-34- 1.02% |
$15K - $16.3K
|
3.3K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-35- 0.74% |
$15.4K - $16.8K
|
4.69K
$2.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-35- 0.79% |
$15.4K - $16.8K
|
4.38K
$2.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35- 17.5% |
$15.4K - $16.8K
|
165
$93.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36- 13.19% |
$15.8K - $17.2K
|
237
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-36- 3.15% |
$15.8K - $17.2K
|
1.11K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-37- 0.38% |
$16.3K - $17.7K
|
9.77K
$5.53M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-37- 2.3% |
$16.3K - $17.7K
|
1.57K
$889K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-37- 1.07% |
$16.3K - $17.7K
|
3.43K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-38- 0.11% |
$16.7K - $18.2K
|
33.6K
$19M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-40- 1.19% |
$17.6K - $19.2K
|
3.33K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-41- 0.26% |
$18K - $19.6K
|
16K
$9.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-41- 5.11% |
$18K - $19.6K
|
761
$431K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-41- 2.76% |
$18K - $19.6K
|
1.45K
$819K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 7.62% |
$18.5K - $20.1K
|
509
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.42% |
$18.9K - $20.6K
|
10.3K
$5.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-43- 7.03% |
$18.9K - $20.6K
|
569
$322K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-44- 3.66% |
$19.4K - $21.1K
|
1.16K
$655K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-44- 0.52% |
$19.4K - $21.1K
|
8.45K
$4.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-45- 1.47% |
$19.8K - $21.6K
|
3.03K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-45- 3.7% |
$19.8K - $21.6K
|
1.17K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46- 1.0% |
$20.2K - $22K
|
4.56K
$2.59M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.28% |
$21.1K - $23K
|
3.69K
$2.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 1.2% |
$22K - $23.9K
|
4.11K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 2.27% |
$22K - $23.9K
|
2.15K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 25.0% |
$22K - $23.9K
|
150
$85K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-50- 0.49% |
$22K - $23.9K
|
10.1K
$5.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 7.32% |
$22K - $23.9K
|
633
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 9.09% |
$22K - $23.9K
|
500
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-52- 1.66% |
$22.9K - $24.9K
|
3.09K
$1.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-54- 1.5% |
$23.8K - $25.9K
|
3.55K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-55- 1.68% |
$24.2K - $26.3K
|
3.21K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55- 0.89% |
$24.2K - $26.3K
|
6.12K
$3.47M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 9.09% |
$24.2K - $26.3K
|
550
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-56- 9.84% |
$24.6K - $26.8K
|
513
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 1.64% |
$24.6K - $26.8K
|
3.36K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-56- 7.57% |
$24.6K - $26.8K
|
684
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-58- 0.43% |
$25.5K - $27.8K
|
13.5K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-58- 5.2% |
$25.5K - $27.8K
|
1.06K
$599K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-59- 1.1% |
$26K - $28.3K
|
5.32K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-60- 3.03% |
$26.4K - $28.7K
|
1.92K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-61- 2.14% |
$26.8K - $29.2K
|
2.8K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-61- 2.56% |
$26.8K - $29.2K
|
2.32K
$1.31M
|