Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-33- 1.64% |
$14.9K - $16.4K
|
1.98K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-33- 0.5% |
$14.9K - $16.4K
|
6.58K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 1.3% |
$15.3K - $16.9K
|
2.58K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-35- 7.19% |
$15.8K - $17.4K
|
452
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 2.62% |
$15.8K - $17.4K
|
1.3K
$718K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-35- 0.52% |
$15.8K - $17.4K
|
6.72K
$3.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.41% |
$16.2K - $17.9K
|
8.7K
$4.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.97% |
$16.7K - $18.4K
|
3.77K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37- 1.55% |
$16.7K - $18.4K
|
2.35K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-38- 3.43% |
$17.1K - $18.9K
|
1.07K
$592K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-38- 4.52% |
$17.1K - $18.9K
|
802
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.28% |
$17.1K - $18.9K
|
13.7K
$7.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 0.3% |
$18K - $19.9K
|
13.5K
$7.46M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-40- 6.11% |
$18K - $19.9K
|
615
$340K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-40- 4.42% |
$18K - $19.9K
|
865
$478K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-40- 7.21% |
$18K - $19.9K
|
515
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 2.81% |
$18.9K - $20.9K
|
1.45K
$803K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 2.52% |
$19.4K - $21.4K
|
1.67K
$921K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-43- 0.5% |
$19.4K - $21.4K
|
8.56K
$4.73M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-44- 1.27% |
$19.8K - $21.9K
|
3.41K
$1.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 1.61% |
$20.3K - $22.4K
|
2.74K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-45- 7.31% |
$20.3K - $22.4K
|
571
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 1.99% |
$20.3K - $22.4K
|
2.22K
$1.23M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.23% |
$20.3K - $22.4K
|
3.61K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-46- 8.52% |
$20.7K - $22.9K
|
494
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48- 0.53% |
$21.6K - $23.9K
|
8.98K
$4.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49- 0.48% |
$22.1K - $24.4K
|
10.1K
$5.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.98% |
$22.1K - $24.4K
|
4.95K
$2.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-50- 0.72% |
$22.5K - $24.9K
|
6.9K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-50- 7.12% |
$22.5K - $24.9K
|
652
$360K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 15.02% |
$22.5K - $24.9K
|
283
$156K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 4.06% |
$22.5K - $24.9K
|
1.18K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.6% |
$22.5K - $24.9K
|
8.35K
$4.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-53- 0.52% |
$23.9K - $26.4K
|
10.2K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-54- 5.18% |
$24.3K - $26.9K
|
989
$547K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-57- 1.66% |
$25.7K - $28.4K
|
3.38K
$1.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-58- 5.01% |
$26.2K - $28.9K
|
1.1K
$608K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 13.94% |
$26.2K - $28.9K
|
358
$198K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-59- 0.29% |
$26.6K - $29.4K
|
20.1K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-59- 1.11% |
$26.6K - $29.4K
|
5.23K
$2.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-61- 6.78% |
$27.5K - $30.4K
|
839
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 4.47% |
$28K - $30.9K
|
1.33K
$733K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-63- 2.0% |
$28.4K - $31.4K
|
3.09K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-63- 2.04% |
$28.4K - $31.4K
|
3.02K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-63- 5.11% |
$28.4K - $31.4K
|
1.17K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-63- 4.31% |
$28.4K - $31.4K
|
1.4K
$774K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 0.59% |
$28.4K - $31.4K
|
10.6K
$5.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-65- 0.92% |
$29.3K - $32.4K
|
7.02K
$3.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65- 0.87% |
$29.3K - $32.4K
|
7.41K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-65- 1.95% |
$29.3K - $32.4K
|
3.27K
$1.81M
|