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
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
176+ 1.27% |
$77.4K - $84.3K
|
14.1K
$7.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
173+ 25.74% |
$76.1K - $82.9K
|
845
$479K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
168+ 11.58% |
$73.9K - $80.5K
|
1.62K
$917K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
165+ 12.97% |
$72.6K - $79K
|
1.44K
$814K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
161+ 2.59% |
$70.8K - $77.1K
|
6.38K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
156+ 0.94% |
$68.6K - $74.7K
|
16.8K
$9.49M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
156+ 145.79% |
$68.6K - $74.7K
|
263
$149K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
150+ 8.46% |
$66K - $71.8K
|
1.92K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
150+ 1.59% |
$66K - $71.8K
|
9.6K
$5.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135New |
$59.4K - $64.7K
|
135
$76.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
130+ 3.6% |
$57.2K - $62.3K
|
3.74K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
115+ 5.95% |
$50.6K - $55.1K
|
2.05K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
114+ 0.24% |
$50.2K - $54.6K
|
46.7K
$26.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
113+ 13.02% |
$49.7K - $54.1K
|
981
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
110+ 19.75% |
$48.4K - $52.7K
|
667
$378K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109New |
$48K - $52.2K
|
109
$61.7K
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
108+ 8.25% |
$47.5K - $51.7K
|
1.42K
$803K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
101+ 20.0% |
$44.4K - $48.4K
|
606
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
98+ 1.08% |
$43.1K - $46.9K
|
9.14K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
98+ 148.48% |
$43.1K - $46.9K
|
164
$92.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
94+ 10.83% |
$41.4K - $45K
|
962
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
93+ 1.12% |
$40.9K - $44.5K
|
8.41K
$4.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
86+ 8.54% |
$37.8K - $41.2K
|
1.09K
$619K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86New |
$37.8K - $41.2K
|
86
$48.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 8.26% |
$37.8K - $41.2K
|
1.13K
$638K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
86+ 2.14% |
$37.8K - $41.2K
|
4.1K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
85+ 0.73% |
$37.4K - $40.7K
|
11.7K
$6.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
82+ 12.41% |
$36.1K - $39.3K
|
743
$421K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
81+ 2.7% |
$35.6K - $38.8K
|
3.08K
$1.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80+ 1.39% |
$35.2K - $38.3K
|
5.85K
$3.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 24.23% |
$31.2K - $34K
|
364
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70+ 0.56% |
$30.8K - $33.5K
|
12.6K
$7.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
65+ 2.13% |
$28.6K - $31.1K
|
3.12K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
65+ 0.26% |
$28.6K - $31.1K
|
24.7K
$14M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
58+ 12.13% |
$25.5K - $27.8K
|
536
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57+ 5.78% |
$25.1K - $27.3K
|
1.04K
$591K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 1.57% |
$24.2K - $26.3K
|
3.55K
$2.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.27% |
$24.2K - $26.3K
|
20.8K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 1.35% |
$24.2K - $26.3K
|
4.12K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
55New |
$24.2K - $26.3K
|
55
$31.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
54+ 3.53% |
$23.8K - $25.9K
|
1.58K
$897K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
53+ 5.58% |
$23.3K - $25.4K
|
1K
$568K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 17.67% |
$22K - $23.9K
|
333
$189K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
50+ 9.78% |
$22K - $23.9K
|
561
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
48+ 0.33% |
$21.1K - $23K
|
14.6K
$8.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
48+ 2.51% |
$21.1K - $23K
|
1.96K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
46+ 2.89% |
$20.2K - $22K
|
1.64K
$928K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 242.11% |
$20.2K - $22K
|
65
$36.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
45+ 0.73% |
$19.8K - $21.6K
|
6.18K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45New |
$19.8K - $21.6K
|
45
$25.5K
|