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 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
265New |
$109K - $125K
|
265
$156K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
260+ 16.96% |
$106K - $122K
|
1.79K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
256New |
$105K - $120K
|
256
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
245+ 0.53% |
$100K - $115K
|
46.6K
$27.4M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
245+ 1.24% |
$100K - $115K
|
20K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
242+ 0.36% |
$99.1K - $114K
|
67.8K
$39.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
234+ 2.4% |
$95.8K - $110K
|
10K
$5.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
233+ 40.17% |
$95.4K - $110K
|
813
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
232+ 2.92% |
$95K - $109K
|
8.19K
$4.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
232+ 8.87% |
$95K - $109K
|
2.85K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
232+ 0.74% |
$95K - $109K
|
31.5K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
226+ 16.13% |
$92.5K - $106K
|
1.63K
$956K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
225+ 1.55% |
$92.1K - $106K
|
14.7K
$8.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 16.99% |
$88.9K - $102K
|
1.49K
$878K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
217+ 32.63% |
$88.9K - $102K
|
882
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 2.85% |
$87.6K - $101K
|
7.71K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
211+ 31.54% |
$86.4K - $99.3K
|
880
$517K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
210New |
$86K - $98.8K
|
210
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
204+ 3.61% |
$83.5K - $96K
|
5.85K
$3.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
200+ 40.0% |
$81.9K - $94.1K
|
700
$411K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
200New |
$81.9K - $94.1K
|
200
$117K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
198+ 2.86% |
$81.1K - $93.2K
|
7.11K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
191New |
$78.2K - $89.9K
|
191
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
190+ 4.93% |
$77.8K - $89.4K
|
4.05K
$2.38M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
188+ 10.8% |
$77K - $88.5K
|
1.93K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
186+ 6.11% |
$76.2K - $87.5K
|
3.23K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
183+ 65.83% |
$74.9K - $86.1K
|
461
$271K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
180+ 5.57% |
$73.7K - $84.7K
|
3.41K
$2M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
179+ 1.35% |
$73.3K - $84.2K
|
13.4K
$7.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
179+ 3.73% |
$73.3K - $84.2K
|
4.98K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
178+ 2.13% |
$72.9K - $83.8K
|
8.53K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
178+ 8.33% |
$72.9K - $83.8K
|
2.31K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
165+ 0.9% |
$67.6K - $77.7K
|
18.5K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
163+ 1.59% |
$66.7K - $76.7K
|
10.4K
$6.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
161+ 1.59% |
$65.9K - $75.8K
|
10.3K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
160+ 0.79% |
$65.5K - $75.3K
|
20.4K
$12M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
159+ 0.35% |
$65.1K - $74.8K
|
45.8K
$26.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
152New |
$62.2K - $71.5K
|
152
$89.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
150New |
$61.4K - $70.6K
|
150
$88.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
144+ 3.03% |
$59K - $67.8K
|
4.9K
$2.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
141+ 12.65% |
$57.7K - $66.4K
|
1.26K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
140+ 19.5% |
$57.3K - $65.9K
|
858
$504K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
140+ 13.44% |
$57.3K - $65.9K
|
1.18K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
138+ 21.4% |
$56.5K - $65K
|
783
$460K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135New |
$55.3K - $63.5K
|
135
$79.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
133+ 8.24% |
$54.5K - $62.6K
|
1.75K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
131+ 10.99% |
$53.6K - $61.7K
|
1.32K
$777K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
125+ 0.22% |
$51.2K - $58.8K
|
57.5K
$33.8M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 0.22% |
$51.2K - $58.8K
|
57.5K
$33.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
125+ 3.59% |
$51.2K - $58.8K
|
3.61K
$2.12M
|