Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 0.8% |
$13.7K - $16.4K
|
4.2K
$2.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-34- 1.59% |
$13.7K - $16.4K
|
2.1K
$1.23M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-35- 0.33% |
$14.1K - $16.8K
|
10.6K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-35- 5.0% |
$14.1K - $16.8K
|
665
$388K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-35- 0.82% |
$14.1K - $16.8K
|
4.21K
$2.46M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-35- 1.94% |
$14.1K - $16.8K
|
1.77K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-35- 2.24% |
$14.1K - $16.8K
|
1.53K
$892K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-35- 1.8% |
$14.1K - $16.8K
|
1.91K
$1.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-35- 6.08% |
$14.1K - $16.8K
|
541
$316K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-36- 2.22% |
$14.5K - $17.3K
|
1.58K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 0.76% |
$14.5K - $17.3K
|
4.7K
$2.75M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-39- 1.99% |
$15.7K - $18.8K
|
1.92K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-39- 4.43% |
$15.7K - $18.8K
|
841
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-39- 1.99% |
$15.7K - $18.8K
|
1.92K
$1.12M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-40- 2.05% |
$16.1K - $19.2K
|
1.91K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 7.33% |
$16.1K - $19.2K
|
506
$296K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-41- 0.71% |
$16.5K - $19.7K
|
5.77K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-41- 0.34% |
$16.5K - $19.7K
|
11.9K
$6.94M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-41- 7.41% |
$16.5K - $19.7K
|
512
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-42- 2.8% |
$16.9K - $20.2K
|
1.46K
$853K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 1.1% |
$17.7K - $21.2K
|
3.94K
$2.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-44- 0.2% |
$17.7K - $21.2K
|
21.4K
$12.5M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-44- 2.06% |
$17.7K - $21.2K
|
2.09K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-46- 1.35% |
$18.5K - $22.1K
|
3.36K
$1.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-48- 0.57% |
$19.3K - $23.1K
|
8.4K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-50- 1.59% |
$20.1K - $24.1K
|
3.09K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-50- 1.28% |
$20.1K - $24.1K
|
3.87K
$2.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-51- 15.5% |
$20.5K - $24.5K
|
278
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-51- 1.53% |
$20.5K - $24.5K
|
3.28K
$1.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-52- 2.65% |
$20.9K - $25K
|
1.91K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-52- 3.03% |
$20.9K - $25K
|
1.67K
$974K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-54- 8.22% |
$21.7K - $26K
|
603
$352K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-56- 4.89% |
$22.5K - $26.9K
|
1.09K
$636K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56- 2.55% |
$22.5K - $26.9K
|
2.14K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-56- 0.38% |
$22.5K - $26.9K
|
14.7K
$8.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.39% |
$23.7K - $28.4K
|
2.41K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-59- 2.87% |
$23.7K - $28.4K
|
2K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-60- 4.8% |
$24.1K - $28.9K
|
1.19K
$696K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-61- 0.75% |
$24.5K - $29.3K
|
8.13K
$4.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-62- 3.4% |
$24.9K - $29.8K
|
1.76K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-63- 44.06% |
$25.3K - $30.3K
|
80
$46.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-64- 2.44% |
$25.7K - $30.8K
|
2.56K
$1.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-64- 2.47% |
$25.7K - $30.8K
|
2.53K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-65- 9.59% |
$26.1K - $31.3K
|
613
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-67- 0.25% |
$26.9K - $32.2K
|
26.8K
$15.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 11.02% |
$27.3K - $32.7K
|
549
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-69- 5.22% |
$27.7K - $33.2K
|
1.25K
$732K
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-70- 1.15% |
$28.1K - $33.7K
|
6.03K
$3.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-70- 0.67% |
$28.1K - $33.7K
|
10.5K
$6.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-71- 11.56% |
$28.5K - $34.2K
|
543
$317K
|