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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-71- 0.91% |
$28.5K - $34.2K
|
7.73K
$4.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-72- 5.75% |
$28.9K - $34.6K
|
1.18K
$691K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-73- 9.23% |
$29.3K - $35.1K
|
718
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-74- 1.37% |
$29.7K - $35.6K
|
5.33K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.37% |
$30.1K - $36.1K
|
20.2K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-75- 55.15% |
$30.1K - $36.1K
|
61
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-75- 2.05% |
$30.1K - $36.1K
|
3.59K
$2.1M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75- 0.53% |
$30.1K - $36.1K
|
14.1K
$8.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-75- 10.04% |
$30.1K - $36.1K
|
672
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-77- 4.32% |
$30.9K - $37K
|
1.71K
$998K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-77- 8.82% |
$30.9K - $37K
|
796
$466K
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-78- 2.36% |
$31.3K - $37.5K
|
3.23K
$1.89M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-79- 2.12% |
$31.7K - $38K
|
3.66K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-80- 0.76% |
$32.1K - $38.5K
|
10.4K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-80- 4.85% |
$32.1K - $38.5K
|
1.57K
$919K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-81- 9.83% |
$32.5K - $39K
|
743
$435K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-82- 0.26% |
$32.9K - $39.4K
|
31.3K
$18.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-83- 1.02% |
$33.3K - $39.9K
|
8.09K
$4.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.41% |
$33.7K - $40.4K
|
5.86K
$3.43M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-85- 1.75% |
$34.1K - $40.9K
|
4.76K
$2.79M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-91- 0.58% |
$36.5K - $43.8K
|
15.7K
$9.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-91- 0.58% |
$36.5K - $43.8K
|
15.7K
$9.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-100- 1.99% |
$40.2K - $48.1K
|
4.94K
$2.89M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 8.89% |
$41.4K - $49.6K
|
1.06K
$618K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 8.89% |
$41.4K - $49.6K
|
1.06K
$618K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-104- 2.45% |
$41.8K - $50K
|
4.14K
$2.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-104- 0.51% |
$41.8K - $50K
|
20.3K
$11.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-104- 3.55% |
$41.8K - $50K
|
2.83K
$1.65M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-105- 7.88% |
$42.2K - $50.5K
|
1.23K
$719K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-107- 2.18% |
$43K - $51.5K
|
4.8K
$2.81M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-111- 16.77% |
$44.6K - $53.4K
|
551
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-112- 3.17% |
$45K - $53.9K
|
3.42K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-113- 13.48% |
$45.4K - $54.4K
|
725
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-115- 1.29% |
$46.2K - $55.3K
|
8.83K
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-115- 3.14% |
$46.2K - $55.3K
|
3.55K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-117Closed |
$47K - $56.3K
|
0
$0
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-117- 8.53% |
$47K - $56.3K
|
1.26K
$735K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-123- 0.67% |
$49.4K - $59.2K
|
18.3K
$10.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-129- 0.92% |
$51.8K - $62.1K
|
13.9K
$8.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-130- 0.84% |
$52.2K - $62.5K
|
15.3K
$8.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-134- 6.62% |
$53.8K - $64.5K
|
1.89K
$1.11M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-142- 3.7% |
$57K - $68.3K
|
3.7K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-143- 2.0% |
$57.4K - $68.8K
|
7K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-152- 1.18% |
$61K - $73.1K
|
12.8K
$7.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-153- 10.74% |
$61.4K - $73.6K
|
1.27K
$745K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-155- 0.63% |
$62.2K - $74.6K
|
24.3K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-160- 5.77% |
$64.3K - $77K
|
2.62K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-162- 12.22% |
$65.1K - $77.9K
|
1.16K
$681K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-166- 1.59% |
$66.7K - $79.9K
|
10.3K
$6.01M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-170- 2.62% |
$68.3K - $81.8K
|
6.33K
$3.7M
|