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 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
3.1K+ 210.03% |
$1.27M - $1.46M
|
4.57K
$2.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.07KNew |
$1.26M - $1.45M
|
3.07K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.06K+ 110.59% |
$1.25M - $1.44M
|
5.83K
$3.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.06KNew |
$1.25M - $1.44M
|
3.06K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.03KNew |
$1.24M - $1.42M
|
3.03K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.9K+ 307.1% |
$1.19M - $1.36M
|
3.84K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 5.72% |
$1.15M - $1.32M
|
52K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.79KNew |
$1.14M - $1.31M
|
2.79K
$1.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.72KNew |
$1.11M - $1.28M
|
2.72K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.71KNew |
$1.11M - $1.28M
|
2.71K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.69KNew |
$1.1M - $1.27M
|
2.69K
$1.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.63KNew |
$1.08M - $1.24M
|
2.63K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.58KNew |
$1.05M - $1.21M
|
2.58K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 1355.43% |
$1.02M - $1.17M
|
2.68K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.46KNew |
$1.01M - $1.16M
|
2.46K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
2.44K+ 8.04% |
$1M - $1.15M
|
32.8K
$19.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.34K+ 3.83% |
$959K - $1.1M
|
63.5K
$37.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.33K+ 5.52% |
$955K - $1.1M
|
44.6K
$26.2M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 14.18% |
$952K - $1.09M
|
18.7K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.31K+ 10.57% |
$947K - $1.09M
|
24.2K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3K+ 121.05% |
$942K - $1.08M
|
4.2K
$2.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.28K+ 6.68% |
$934K - $1.07M
|
36.4K
$21.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.25K+ 19.12% |
$922K - $1.06M
|
14K
$8.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.25K+ 118.2% |
$920K - $1.06M
|
4.15K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.24KNew |
$917K - $1.05M
|
2.24K
$1.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$909K - $1.04M
|
2.22K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
2.21K+ 1.66% |
$906K - $1.04M
|
136K
$79.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.21K+ 12.13% |
$905K - $1.04M
|
20.4K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.19KNew |
$898K - $1.03M
|
2.19K
$1.29M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.18KNew |
$891K - $1.02M
|
2.18K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.12K+ 25.65% |
$867K - $996K
|
10.4K
$6.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 16.26% |
$838K - $963K
|
14.6K
$8.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.05K+ 116.86% |
$837K - $962K
|
3.8K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$837K - $962K
|
2.04K
$1.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.01K+ 302.1% |
$824K - $947K
|
2.68K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2K+ 1.11% |
$819K - $941K
|
182K
$107M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2KNew |
$819K - $941K
|
2K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
1.98K+ 30.27% |
$812K - $934K
|
8.54K
$5.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.95K+ 21.14% |
$799K - $919K
|
11.2K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.93K+ 153.01% |
$791K - $909K
|
3.19K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.91KNew |
$783K - $900K
|
1.91K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.88K+ 7.73% |
$770K - $885K
|
26.2K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.88KNew |
$769K - $883K
|
1.88K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.86K+ 66.98% |
$761K - $874K
|
4.63K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.81KNew |
$742K - $853K
|
1.81K
$1.06M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.8KNew |
$738K - $849K
|
1.8K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$727K - $836K
|
1.78K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.77K+ 100.0% |
$724K - $832K
|
3.54K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.65K+ 10.4% |
$677K - $778K
|
17.5K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 30.56% |
$658K - $756K
|
6.86K
$4.03M
|