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 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-65- 0.32% |
$26.6K - $30.6K
|
20.2K
$11.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-66- 2.1% |
$27K - $31.1K
|
3.07K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-66- 1.67% |
$27K - $31.1K
|
3.89K
$2.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-67- 9.72% |
$27.4K - $31.5K
|
622
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-69- 9.13% |
$28.3K - $32.5K
|
687
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-70- 4.07% |
$28.7K - $32.9K
|
1.65K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-72- 1.03% |
$29.5K - $33.9K
|
6.92K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-73- 4.28% |
$29.9K - $34.4K
|
1.63K
$955K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-74- 1.08% |
$30.3K - $34.8K
|
6.78K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 0.6% |
$30.7K - $35.3K
|
12.3K
$7.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-75- 1.93% |
$30.7K - $35.3K
|
3.82K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-76- 1.29% |
$31.1K - $35.8K
|
5.79K
$3.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-77- 9.88% |
$31.5K - $36.2K
|
702
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-79- 15.13% |
$32.3K - $37.2K
|
443
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 1.89% |
$32.3K - $37.2K
|
4.11K
$2.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-85- 1.25% |
$34.8K - $40K
|
6.69K
$3.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-86- 3.06% |
$35.2K - $40.5K
|
2.72K
$1.59M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-88- 15.8% |
$36K - $41.4K
|
469
$275K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-89- 29.57% |
$36.4K - $41.9K
|
212
$124K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-89- 12.04% |
$36.4K - $41.9K
|
650
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-89- 4.13% |
$36.4K - $41.9K
|
2.06K
$1.21M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-89- 2.05% |
$36.4K - $41.9K
|
4.26K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
SELL
|
- |
-90- 5.3% |
$36.9K - $42.4K
|
1.61K
$941K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-90- 0.21% |
$36.9K - $42.4K
|
42.2K
$24.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90- 1.81% |
$36.9K - $42.4K
|
4.88K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-92- 1.45% |
$37.7K - $43.3K
|
6.23K
$3.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-94- 18.73% |
$38.5K - $44.2K
|
408
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-95- 15.97% |
$38.9K - $44.7K
|
500
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 1.19% |
$40.9K - $47.1K
|
8.3K
$4.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 0.58% |
$40.9K - $47.1K
|
17.1K
$9.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-100- 1.47% |
$40.9K - $47.1K
|
6.7K
$3.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100- 1.88% |
$40.9K - $47.1K
|
5.23K
$3.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-101- 7.36% |
$41.4K - $47.5K
|
1.27K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-103- 2.74% |
$42.2K - $48.5K
|
3.66K
$2.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-109- 1.67% |
$44.6K - $51.3K
|
6.44K
$3.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-109- 0.23% |
$44.6K - $51.3K
|
46.3K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-110- 6.42% |
$45K - $51.8K
|
1.6K
$938K
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-117- 1.45% |
$47.9K - $55.1K
|
7.97K
$4.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-119- 1.58% |
$48.7K - $56K
|
7.39K
$4.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-123- 17.23% |
$50.4K - $57.9K
|
591
$346K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 1.18% |
$51.2K - $58.8K
|
10.5K
$6.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-125- 11.88% |
$51.2K - $58.8K
|
927
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-126- 8.53% |
$51.6K - $59.3K
|
1.35K
$791K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-127- 0.6% |
$52K - $59.8K
|
21.1K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-130- 1.24% |
$53.2K - $61.2K
|
10.3K
$6.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-131- 0.85% |
$53.6K - $61.7K
|
15.2K
$8.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-131- 3.12% |
$53.6K - $61.7K
|
4.07K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-132- 1.33% |
$54.1K - $62.1K
|
9.8K
$5.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-136- 0.24% |
$55.7K - $64K
|
57.5K
$33.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-138- 2.95% |
$56.5K - $65K
|
4.55K
$2.66M
|