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 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-138- 3.79% |
$56.5K - $65K
|
3.5K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-143- 6.21% |
$58.6K - $67.3K
|
2.16K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-143- 8.78% |
$58.6K - $67.3K
|
1.49K
$869K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-144- 9.86% |
$59K - $67.8K
|
1.32K
$770K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-144- 19.46% |
$59K - $67.8K
|
596
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-146- 4.94% |
$59.8K - $68.7K
|
2.81K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-152- 2.35% |
$62.2K - $71.5K
|
6.32K
$3.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-159- 0.94% |
$65.1K - $74.8K
|
16.7K
$9.76M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-167- 2.9% |
$68.4K - $78.6K
|
5.6K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-168- 3.57% |
$68.8K - $79.1K
|
4.53K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-173- 4.0% |
$70.8K - $81.4K
|
4.15K
$2.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-175- 10.83% |
$71.7K - $82.4K
|
1.44K
$844K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-175- 16.23% |
$71.7K - $82.4K
|
903
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-177- 5.7% |
$72.5K - $83.3K
|
2.93K
$1.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-186- 1.67% |
$76.2K - $87.5K
|
11K
$6.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-191- 4.7% |
$78.2K - $89.9K
|
3.87K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-194- 8.08% |
$79.4K - $91.3K
|
2.21K
$1.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-195- 1.46% |
$79.9K - $91.8K
|
13.1K
$7.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-201- 7.86% |
$82.3K - $94.6K
|
2.36K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-206- 2.04% |
$84.4K - $97K
|
9.9K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-211- 0.6% |
$86.4K - $99.3K
|
35.1K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-212- 0.57% |
$86.8K - $99.8K
|
37.3K
$21.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-220- 0.69% |
$90.1K - $104K
|
31.7K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-220- 25.0% |
$90.1K - $104K
|
660
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-222- 1.64% |
$90.9K - $104K
|
13.3K
$7.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-223- 11.81% |
$91.3K - $105K
|
1.67K
$975K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-232- 29.0% |
$95K - $109K
|
568
$332K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-236- 7.2% |
$96.6K - $111K
|
3.04K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-236- 0.78% |
$96.6K - $111K
|
29.9K
$17.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-240- 54.79% |
$98.3K - $113K
|
198
$116K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-243- 1.4% |
$99.5K - $114K
|
17.1K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 24.11% |
$99.9K - $115K
|
768
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-250- 8.1% |
$102K - $118K
|
2.84K
$1.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-254- 2.92% |
$104K - $120K
|
8.44K
$4.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-258- 18.32% |
$106K - $121K
|
1.15K
$673K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-259- 2.49% |
$106K - $122K
|
10.2K
$5.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-267- 16.02% |
$109K - $126K
|
1.4K
$820K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-270- 5.67% |
$111K - $127K
|
4.49K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-275- 6.02% |
$113K - $129K
|
4.29K
$2.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-275- 5.45% |
$113K - $129K
|
4.77K
$2.79M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-276- 1.82% |
$113K - $130K
|
14.9K
$8.7M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-287- 5.43% |
$118K - $135K
|
5K
$2.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-290- 2.46% |
$119K - $136K
|
11.5K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-295- 1.35% |
$121K - $139K
|
21.5K
$12.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-303- 6.38% |
$124K - $143K
|
4.44K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-306- 2.58% |
$125K - $144K
|
11.6K
$6.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-310- 4.15% |
$127K - $146K
|
7.17K
$4.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-310- 2.19% |
$127K - $146K
|
13.8K
$8.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-318- 6.16% |
$130K - $150K
|
4.85K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-321- 16.79% |
$131K - $151K
|
1.59K
$931K
|