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 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5- 14.29% |
$2.05K - $2.35K
|
30
$17.6K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-5- 0.31% |
$2.05K - $2.35K
|
1.59K
$928K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5- 0.12% |
$2.05K - $2.35K
|
4.13K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5- 0.15% |
$2.05K - $2.35K
|
3.42K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6- 0.17% |
$2.46K - $2.82K
|
3.63K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
SELL
|
- |
-6- 0.08% |
$2.46K - $2.82K
|
7.06K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-6- 0.4% |
$2.46K - $2.82K
|
1.5K
$879K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$2.46K - $2.82K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6- 0.91% |
$2.46K - $2.82K
|
650
$380K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-7- 0.88% |
$2.87K - $3.29K
|
789
$462K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7- 0.81% |
$2.87K - $3.29K
|
862
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9- 0.11% |
$3.69K - $4.24K
|
8.04K
$4.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-9- 1.21% |
$3.69K - $4.24K
|
732
$428K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-9- 1.1% |
$3.69K - $4.24K
|
811
$475K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-9- 1.56% |
$3.69K - $4.24K
|
567
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 3.03% |
$4.09K - $4.71K
|
320
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-10- 0.22% |
$4.09K - $4.71K
|
4.5K
$2.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 1.04% |
$4.5K - $5.18K
|
1.04K
$611K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-14- 0.37% |
$5.73K - $6.59K
|
3.82K
$2.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-15- 2.93% |
$6.14K - $7.06K
|
497
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.25% |
$6.14K - $7.06K
|
6.1K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-15- 4.2% |
$6.14K - $7.06K
|
342
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15- 2.84% |
$6.14K - $7.06K
|
513
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-15- 0.33% |
$6.14K - $7.06K
|
4.56K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 0.26% |
$6.14K - $7.06K
|
5.84K
$3.42M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16- 2.65% |
$6.55K - $7.53K
|
588
$344K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-16- 0.88% |
$6.55K - $7.53K
|
1.81K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-17- 2.82% |
$6.96K - $8K
|
586
$343K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17- 0.25% |
$6.96K - $8K
|
6.69K
$3.92M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 2.94% |
$6.96K - $8K
|
562
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-17- 1.16% |
$6.96K - $8K
|
1.45K
$849K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-18- 3.22% |
$7.37K - $8.47K
|
541
$317K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18- 12.24% |
$7.37K - $8.47K
|
129
$75.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-18- 22.5% |
$7.37K - $8.47K
|
62
$36.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-18- 0.16% |
$7.37K - $8.47K
|
11.1K
$6.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19- 0.92% |
$7.78K - $8.94K
|
2.05K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-20- 0.03% |
$8.19K - $9.41K
|
75.6K
$44.2M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 2.76% |
$8.19K - $9.41K
|
704
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-20- 1.56% |
$8.19K - $9.41K
|
1.27K
$740K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20- 0.4% |
$8.19K - $9.41K
|
4.96K
$2.91M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-21- 0.94% |
$8.6K - $9.88K
|
2.21K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-21- 0.1% |
$8.6K - $9.88K
|
20.1K
$11.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-22- 0.11% |
$9.01K - $10.4K
|
20.3K
$11.9M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22- 0.28% |
$9.01K - $10.4K
|
7.81K
$4.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-22- 0.6% |
$9.01K - $10.4K
|
3.63K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-22- 0.37% |
$9.01K - $10.4K
|
5.99K
$3.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-22- 4.17% |
$9.01K - $10.4K
|
505
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-23- 0.39% |
$9.42K - $10.8K
|
5.81K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-23- 1.9% |
$9.42K - $10.8K
|
1.19K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-23- 0.68% |
$9.42K - $10.8K
|
3.34K
$1.95M
|