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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-321- 24.69% |
$131K - $151K
|
979
$555K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-322- 2.91% |
$132K - $152K
|
10.7K
$6.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-325- 7.07% |
$133K - $153K
|
4.27K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-334- 3.48% |
$137K - $157K
|
9.27K
$5.25M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-339- 8.2% |
$139K - $160K
|
3.8K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-340- 6.73% |
$139K - $160K
|
4.71K
$2.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-346- 22.97% |
$142K - $163K
|
1.16K
$657K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-358- 23.58% |
$147K - $168K
|
1.16K
$657K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-362- 2.16% |
$148K - $170K
|
16.4K
$9.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-362- 6.64% |
$148K - $170K
|
5.09K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-364- 3.8% |
$149K - $171K
|
9.21K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-367- 1.07% |
$150K - $173K
|
34K
$19.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-375- 12.86% |
$154K - $176K
|
2.54K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-376- 2.7% |
$154K - $177K
|
13.5K
$7.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-378- 2.15% |
$155K - $178K
|
17.2K
$9.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-380- 1.02% |
$156K - $179K
|
36.7K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-388- 0.92% |
$159K - $183K
|
41.6K
$23.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-400- 41.97% |
$164K - $188K
|
553
$313K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-404- 6.9% |
$165K - $190K
|
5.46K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-410- 3.21% |
$168K - $193K
|
12.4K
$7.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-419- 6.73% |
$172K - $197K
|
5.81K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-423- 6.15% |
$173K - $199K
|
6.45K
$3.65M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-427- 1.76% |
$175K - $201K
|
23.9K
$13.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-454- 25.91% |
$186K - $214K
|
1.3K
$735K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-461- 5.76% |
$189K - $217K
|
7.55K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-463- 0.7% |
$190K - $218K
|
65.3K
$37M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-475- 36.23% |
$195K - $224K
|
836
$474K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-483- 45.91% |
$198K - $227K
|
569
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-491- 16.57% |
$201K - $231K
|
2.47K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-495- 0.36% |
$203K - $233K
|
139K
$78.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-496- 5.45% |
$203K - $233K
|
8.61K
$4.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-498- 2.44% |
$204K - $234K
|
19.9K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-507- 1.52% |
$208K - $239K
|
32.9K
$18.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-515- 3.98% |
$211K - $242K
|
12.4K
$7.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-519- 3.17% |
$213K - $244K
|
15.8K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-539- 2.06% |
$221K - $254K
|
25.7K
$14.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-540- 2.14% |
$221K - $254K
|
24.6K
$14M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-543- 5.06% |
$222K - $256K
|
10.2K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-557- 8.13% |
$228K - $262K
|
6.29K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-559- 39.93% |
$229K - $263K
|
841
$476K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-581- 2.3% |
$238K - $273K
|
24.7K
$14M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-581- 12.69% |
$238K - $273K
|
4K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-586- 3.66% |
$240K - $276K
|
15.4K
$8.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-613- 5.77% |
$251K - $289K
|
10K
$5.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-622- 2.9% |
$255K - $293K
|
20.8K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-627- 12.24% |
$257K - $295K
|
4.49K
$2.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-639- 0.94% |
$262K - $301K
|
67.5K
$38.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-646- 27.49% |
$265K - $304K
|
1.7K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-680- 20.04% |
$278K - $320K
|
2.71K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-712- 6.26% |
$292K - $335K
|
10.7K
$6.04M
|