Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 115.31% |
$65.7M - $75.4M
|
283K
$166M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 7.48% |
$64.8M - $74.4M
|
2.15M
$1.26B
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$57.7M - $66.2M
|
133K
$77.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 11.31% |
$55.9M - $64.2M
|
1.27M
$742M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
115K+ 88.04% |
$49.6M - $56.9M
|
245K
$143M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
105K+ 98884.91% |
$45.4M - $52.1M
|
105K
$61.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
92.2K+ 15.51% |
$39.9M - $45.8M
|
687K
$401M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.1K+ 101.55% |
$39.5M - $45.3M
|
181K
$106M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
90.7KNew |
$39.3M - $45.1M
|
90.7K
$53M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
78KNew |
$33.8M - $38.8M
|
78K
$45.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.2K+ 15.88% |
$26.9M - $30.9M
|
454K
$265M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
BUY
|
- |
52.6KNew |
$22.8M - $26.1M
|
52.6K
$30.7M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
51.5K+ 272.27% |
$22.3M - $25.6M
|
70.4K
$41.1M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 1410.92% |
$14M - $16.1M
|
34.7K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32.2K+ 3949.63% |
$14M - $16M
|
33K
$19.3M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
31.7K+ 83.7% |
$13.7M - $15.7M
|
69.5K
$40.6M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
30.7K+ 561.07% |
$13.3M - $15.3M
|
36.2K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.9K+ 57.1% |
$10.8M - $12.4M
|
68.4K
$40M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.5K+ 1437.21% |
$10.6M - $12.2M
|
26.2K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$10.1M - $11.6M
|
23.4K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.2K+ 31.51% |
$9.16M - $10.5M
|
88.3K
$51.6M
|
|
|
May 11, 2023
Q1 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
20KNew |
$8.66M - $9.94M
|
20K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19K+ 255.43% |
$8.23M - $9.44M
|
26.4K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 15.92% |
$8.11M - $9.31M
|
136K
$79.7M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17.9KNew |
$7.73M - $8.88M
|
17.9K
$10.4M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.9KNew |
$7.32M - $8.4M
|
16.9K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 3.75% |
$7.24M - $8.31M
|
462K
$270M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.2KNew |
$7.01M - $8.04M
|
16.2K
$9.45M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.9K+ 3179.8% |
$6.89M - $7.9M
|
16.4K
$9.58M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13KNew |
$5.63M - $6.46M
|
13K
$7.59M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
11.7K+ 38.39% |
$5.06M - $5.81M
|
42.1K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
11KNew |
$4.75M - $5.45M
|
11K
$6.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10.9K+ 41.6% |
$4.72M - $5.42M
|
37.1K
$21.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 2.15% |
$4.55M - $5.22M
|
498K
$291M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 9.86% |
$4.41M - $5.06M
|
113K
$66.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.78KNew |
$4.24M - $4.86M
|
9.78K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.22K+ 45.44% |
$3.99M - $4.58M
|
29.5K
$17.2M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
9.04KNew |
$3.92M - $4.5M
|
9.04K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.19KNew |
$3.55M - $4.07M
|
8.19K
$4.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.56K+ 368.96% |
$3.27M - $3.76M
|
9.61K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.4K+ 8.88% |
$3.2M - $3.68M
|
90.7K
$53M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
7.1K+ 33.17% |
$3.08M - $3.53M
|
28.5K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.04K+ 13.69% |
$3.05M - $3.5M
|
58.4K
$34.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.86KNew |
$2.97M - $3.41M
|
6.86K
$4.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.4KNew |
$2.77M - $3.18M
|
6.4K
$3.74M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6.29K+ 24.6% |
$2.72M - $3.12M
|
31.8K
$18.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
6.05K+ 4.63% |
$2.62M - $3.01M
|
137K
$79.9M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.89K+ 136.61% |
$2.55M - $2.93M
|
10.2K
$5.96M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.8K+ 9.1% |
$2.51M - $2.88M
|
69.5K
$40.6M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.51KNew |
$2.38M - $2.74M
|
5.51K
$3.22M
|