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 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.75KNew |
$703K - $842K
|
1.75K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 166.63% |
$702K - $841K
|
2.8K
$1.64M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.74K+ 77.47% |
$697K - $835K
|
3.98K
$2.33M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.67K+ 50.27% |
$670K - $803K
|
4.99K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.63K+ 24.59% |
$654K - $784K
|
8.25K
$4.83M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.56K+ 3.83% |
$626K - $750K
|
42.3K
$24.7M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 5.63% |
$607K - $727K
|
28.3K
$16.6M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.5K+ 48.49% |
$600K - $719K
|
4.58K
$2.68M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.49KNew |
$600K - $718K
|
1.49K
$874K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.47K+ 146700.0% |
$589K - $706K
|
1.47K
$859K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.45K+ 2.42% |
$583K - $698K
|
61.5K
$36M
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.44K+ 200.0% |
$578K - $693K
|
2.16K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.28K+ 70.01% |
$514K - $615K
|
3.11K
$1.82M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.26K+ 2.84% |
$506K - $606K
|
45.7K
$26.7M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.25K+ 0.88% |
$503K - $603K
|
144K
$84.4M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 689.77% |
$488K - $584K
|
1.39K
$814K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.2K+ 3.73% |
$482K - $577K
|
33.4K
$19.6M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.2KNew |
$482K - $577K
|
1.2K
$702K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 6.64% |
$480K - $575K
|
19.2K
$11.2M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$445K - $533K
|
1.11K
$648K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.08K+ 13.13% |
$434K - $520K
|
9.32K
$5.45M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.06K+ 2.88% |
$425K - $509K
|
37.9K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.05KNew |
$422K - $506K
|
1.05K
$616K
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.02KNew |
$410K - $491K
|
1.02K
$598K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.01K+ 4.66% |
$404K - $483K
|
22.6K
$13.2M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1K+ 5.81% |
$402K - $481K
|
18.2K
$10.7M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
989+ 12.39% |
$397K - $476K
|
8.97K
$5.25M
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
986+ 3.29% |
$396K - $474K
|
31K
$18.1M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
939+ 2.68% |
$377K - $452K
|
36K
$21.1M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
918+ 8.53% |
$369K - $442K
|
11.7K
$6.84M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
913New |
$367K - $439K
|
913
$534K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
896+ 3.49% |
$360K - $431K
|
26.5K
$15.5M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
873New |
$351K - $420K
|
873
$511K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
861+ 11.5% |
$346K - $414K
|
8.35K
$4.89M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
791+ 2.79% |
$318K - $381K
|
29.2K
$17.1M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
790New |
$317K - $380K
|
790
$462K
|
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
765New |
$307K - $368K
|
765
$448K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
759+ 75.22% |
$305K - $365K
|
1.77K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
759+ 8.96% |
$305K - $365K
|
9.23K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
753New |
$302K - $362K
|
753
$441K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
740New |
$297K - $356K
|
740
$433K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
734+ 27.59% |
$295K - $353K
|
3.39K
$1.99M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
731+ 54.67% |
$294K - $352K
|
2.07K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
725+ 3.71% |
$291K - $349K
|
20.3K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
722+ 15.27% |
$290K - $347K
|
5.45K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
711New |
$286K - $342K
|
711
$416K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
700+ 34.76% |
$281K - $337K
|
2.71K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
700+ 100.0% |
$281K - $337K
|
1.4K
$820K
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
676+ 1.48% |
$271K - $325K
|
46.4K
$27.2M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
669New |
$269K - $322K
|
669
$392K
|