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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-696- 2.84% |
$306K - $333K
|
23.8K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-701- 12.65% |
$308K - $336K
|
4.84K
$2.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-713- 55.06% |
$314K - $341K
|
582
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-725- 7.65% |
$319K - $347K
|
8.76K
$4.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-734- 0.73% |
$323K - $352K
|
99.3K
$56.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-735- 1.49% |
$323K - $352K
|
48.5K
$27.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-736- 1.84% |
$324K - $352K
|
39.3K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-739- 23.21% |
$325K - $354K
|
2.45K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-742- 1.26% |
$326K - $355K
|
58.2K
$33M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-749- 9.39% |
$330K - $359K
|
7.23K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 54.99% |
$330K - $359K
|
614
$348K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-752- 1.1% |
$331K - $360K
|
67.9K
$38.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-781- 6.79% |
$344K - $374K
|
10.7K
$6.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-796- 16.85% |
$350K - $381K
|
3.93K
$2.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-805- 18.61% |
$354K - $386K
|
3.52K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-819- 45.12% |
$360K - $392K
|
996
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-848- 2.99% |
$373K - $406K
|
27.5K
$15.6M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-872- 24.18% |
$384K - $418K
|
2.73K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-950- 26.76% |
$418K - $455K
|
2.6K
$1.47M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-981- 1.41% |
$432K - $470K
|
68.5K
$38.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-981- 1.41% |
$432K - $470K
|
68.5K
$38.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-984- 78.91% |
$433K - $471K
|
263
$149K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-987- 46.49% |
$434K - $473K
|
1.14K
$644K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 22.03% |
$440K - $479K
|
3.54K
$2.01M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.02K- 23.54% |
$447K - $486K
|
3.3K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.02K- 33.46% |
$449K - $488K
|
2.03K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.04K- 8.45% |
$455K - $496K
|
11.2K
$6.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 2.02% |
$489K - $532K
|
54K
$30.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.12K- 41.71% |
$494K - $537K
|
1.57K
$888K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 29.99% |
$497K - $541K
|
2.64K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.14K- 11.15% |
$500K - $545K
|
9.06K
$5.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.15K- 69.52% |
$508K - $553K
|
506
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.24K- 6.93% |
$545K - $593K
|
16.6K
$9.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.25K- 2.91% |
$552K - $601K
|
41.9K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.37K- 9.29% |
$601K - $655K
|
13.3K
$7.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 4.78% |
$637K - $693K
|
28.8K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.47K- 2.26% |
$647K - $704K
|
63.5K
$35.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.48K- 24.97% |
$651K - $708K
|
4.44K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.55K- 4.97% |
$681K - $741K
|
29.6K
$16.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.55K- 4.97% |
$681K - $741K
|
29.6K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 5.89% |
$689K - $749K
|
25K
$14.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.58K- 4.38% |
$697K - $759K
|
34.6K
$19.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.66K- 48.57% |
$730K - $795K
|
1.76K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 21.13% |
$730K - $795K
|
6.19K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.69K- 7.97% |
$742K - $808K
|
19.5K
$11M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.69K- 15.91% |
$742K - $808K
|
8.91K
$5.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.69K- 21.23% |
$743K - $809K
|
6.27K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.76K- 15.75% |
$773K - $842K
|
9.4K
$5.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.81K- 3.19% |
$798K - $869K
|
55.1K
$31.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.84K- 4.99% |
$810K - $882K
|
35K
$19.8M
|