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 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 2.63% |
$30.2K - $33.4K
|
2.48K
$1.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-69- 12.13% |
$31.1K - $34.4K
|
500
$305K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-70- 0.21% |
$31.6K - $34.9K
|
33.5K
$20.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-72- 1.73% |
$32.5K - $35.9K
|
4.09K
$2.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-76- 1.93% |
$34.3K - $37.9K
|
3.85K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-78- 6.52% |
$35.2K - $38.9K
|
1.12K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-81- 6.65% |
$36.5K - $40.4K
|
1.14K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-82- 5.02% |
$37K - $40.9K
|
1.55K
$947K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-82- 1.2% |
$37K - $40.9K
|
6.76K
$4.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-84- 13.13% |
$37.9K - $41.9K
|
556
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-85- 0.24% |
$38.3K - $42.4K
|
35K
$21.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-85- 1.86% |
$38.3K - $42.4K
|
4.49K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-86- 1.35% |
$38.8K - $42.9K
|
6.3K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-88- 0.24% |
$39.7K - $43.9K
|
37.3K
$22.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-88- 9.7% |
$39.7K - $43.9K
|
819
$500K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-89- 2.71% |
$40.1K - $44.4K
|
3.19K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-90- 7.0% |
$40.6K - $44.8K
|
1.2K
$730K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-91- 0.6% |
$41K - $45.3K
|
15K
$9.14M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-94- 1.66% |
$42.4K - $46.8K
|
5.59K
$3.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 8.12% |
$42.8K - $47.3K
|
1.08K
$657K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-96- 1.8% |
$43.3K - $47.8K
|
5.25K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-97- 8.33% |
$43.7K - $48.3K
|
1.07K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-98- 4.75% |
$44.2K - $48.8K
|
1.97K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-98- 0.67% |
$44.2K - $48.8K
|
14.5K
$8.83M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-99- 1.48% |
$44.6K - $49.3K
|
6.59K
$4.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 4.22% |
$45.1K - $49.8K
|
2.27K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-100- 3.65% |
$45.1K - $49.8K
|
2.64K
$1.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 2.86% |
$45.1K - $49.8K
|
3.39K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-100- 12.8% |
$45.1K - $49.8K
|
681
$416K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-101- 2.68% |
$45.5K - $50.3K
|
3.66K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-101- 3.15% |
$45.5K - $50.3K
|
3.11K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 0.19% |
$45.5K - $50.3K
|
53.9K
$32.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-101- 2.87% |
$45.5K - $50.3K
|
3.42K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-104- 4.87% |
$46.9K - $51.8K
|
2.03K
$1.24M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-106- 1.6% |
$47.8K - $52.8K
|
6.53K
$3.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-110- 6.08% |
$49.6K - $54.8K
|
1.7K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-113- 0.96% |
$51K - $56.3K
|
11.7K
$7.12M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-115- 2.04% |
$51.9K - $57.3K
|
5.52K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-115- 2.02% |
$51.9K - $57.3K
|
5.57K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-120- 0.9% |
$54.1K - $59.8K
|
13.2K
$8.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-123- 2.16% |
$55.5K - $61.3K
|
5.58K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-128- 1.52% |
$57.7K - $63.8K
|
8.28K
$5.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-129- 2.64% |
$58.2K - $64.3K
|
4.75K
$2.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-132- 10.57% |
$59.5K - $65.8K
|
1.12K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-133- 0.21% |
$60K - $66.3K
|
63.3K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-135- 0.47% |
$60.9K - $67.3K
|
28.7K
$17.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-135- 3.31% |
$60.9K - $67.3K
|
3.95K
$2.41M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-137- 11.92% |
$61.8K - $68.3K
|
1.01K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-137- 0.83% |
$61.8K - $68.3K
|
16.3K
$9.97M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-139- 52.85% |
$62.7K - $69.3K
|
124
$75.7K
|