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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-727- 76.13% |
$298K - $342K
|
228
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-730- 31.6% |
$299K - $344K
|
1.58K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-752- 20.51% |
$308K - $354K
|
2.91K
$1.69M
|
|
|
Jun 21, 2024
Q4 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-765Closed |
$313K - $360K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-769- 3.42% |
$315K - $362K
|
21.7K
$12.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-784- 3.48% |
$321K - $369K
|
21.8K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-789- 12.36% |
$323K - $371K
|
5.6K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-797- 46.04% |
$326K - $375K
|
934
$541K
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-806- 5.09% |
$330K - $379K
|
15K
$8.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-820- 1.85% |
$336K - $386K
|
43.5K
$25.2M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-872- 18.34% |
$357K - $410K
|
3.88K
$2.25M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-874- 5.59% |
$358K - $411K
|
14.8K
$8.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-903- 17.16% |
$370K - $425K
|
4.36K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-951- 23.76% |
$389K - $448K
|
3.05K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1K- 2.65% |
$411K - $472K
|
36.9K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-1.01K- 3.41% |
$412K - $473K
|
28.5K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.01K- 48.51% |
$412K - $474K
|
1.07K
$619K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.05K- 2.42% |
$428K - $492K
|
42.1K
$24.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.07K- 10.68% |
$438K - $503K
|
8.94K
$5.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.09K- 66.77% |
$447K - $513K
|
543
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.1K- 1.29% |
$451K - $518K
|
83.9K
$48.6M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.1K- 43.43% |
$452K - $520K
|
1.44K
$833K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.14K- 12.87% |
$466K - $536K
|
7.71K
$4.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.16K- 1.74% |
$475K - $545K
|
65.3K
$37.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.2K- 1.15% |
$492K - $565K
|
103K
$59.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 55.88% |
$504K - $579K
|
971
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 50.22% |
$509K - $586K
|
1.23K
$714K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.25K- 61.05% |
$514K - $590K
|
800
$463K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.28K- 9.59% |
$525K - $604K
|
12.1K
$7.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.3K- 6.23% |
$532K - $611K
|
19.5K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.34K- 11.95% |
$547K - $628K
|
9.84K
$5.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.37K- 17.19% |
$561K - $645K
|
6.6K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.38K- 2.79% |
$564K - $648K
|
47.9K
$27.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.42K- 59.06% |
$581K - $667K
|
983
$569K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.42K- 1.27% |
$583K - $670K
|
111K
$64.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-1.43K- 5.28% |
$584K - $671K
|
25.6K
$14.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.47K- 51.08% |
$601K - $690K
|
1.41K
$814K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.56K- 68.91% |
$638K - $733K
|
703
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.59K- 48.98% |
$651K - $748K
|
1.66K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.59K- 20.58% |
$652K - $750K
|
6.15K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.85K- 14.09% |
$756K - $869K
|
11.3K
$6.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.86K- 10.3% |
$761K - $874K
|
16.2K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.97K- 62.26% |
$807K - $927K
|
1.19K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.07K- 12.98% |
$849K - $976K
|
13.9K
$8.05M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-2.11K- 58.14% |
$863K - $992K
|
1.52K
$879K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.12K- 1.55% |
$870K - $1M
|
135K
$78M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.23K- 2.74% |
$913K - $1.05M
|
79K
$45.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.32K- 1.44% |
$950K - $1.09M
|
158K
$91.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.54K- 40.94% |
$1.04M - $1.19M
|
3.66K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-2.68K- 72.8% |
$1.1M - $1.26M
|
1K
$579K
|