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
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.57K- 52.21% |
$709K - $783K
|
1.44K
$851K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 14.5% |
$733K - $810K
|
9.59K
$5.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.65K- 22.02% |
$742K - $820K
|
5.83K
$3.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.74K- 1.18% |
$783K - $866K
|
145K
$85.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.79K- 0.66% |
$805K - $890K
|
268K
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.84K- 47.28% |
$831K - $918K
|
2.06K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.95K- 10.46% |
$881K - $974K
|
16.7K
$9.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.07K- 66.6% |
$934K - $1.03M
|
1.04K
$614K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.21K- 17.41% |
$997K - $1.1M
|
10.5K
$6.2M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 3.57% |
$1.1M - $1.22M
|
66.1K
$39.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 3.57% |
$1.1M - $1.22M
|
66.1K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.45K- 43.92% |
$1.11M - $1.22M
|
3.13K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.49K- 13.56% |
$1.12M - $1.24M
|
15.9K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.51K- 24.76% |
$1.13M - $1.25M
|
7.63K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.55K- 29.15% |
$1.15M - $1.27M
|
6.21K
$3.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.61K- 73.64% |
$1.18M - $1.3M
|
933
$552K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.91K- 52.78% |
$1.31M - $1.45M
|
2.6K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3K- 11.54% |
$1.35M - $1.49M
|
23K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.27K- 5.36% |
$1.47M - $1.63M
|
57.7K
$34.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.29K- 0.3% |
$1.48M - $1.64M
|
1.09M
$646M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.41K- 8.62% |
$1.54M - $1.7M
|
36.2K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-3.72K- 51.52% |
$1.68M - $1.85M
|
3.5K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.88K- 15.51% |
$1.75M - $1.93M
|
21.1K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.91K- 5.78% |
$1.76M - $1.95M
|
63.7K
$37.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4K- 28.48% |
$1.8M - $1.99M
|
10K
$5.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.32K- 39.14% |
$1.95M - $2.15M
|
6.71K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-4.4K- 14.41% |
$1.98M - $2.19M
|
26.1K
$15.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.5K- 89.98% |
$2.03M - $2.24M
|
501
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.74K- 12.53% |
$2.13M - $2.36M
|
33.1K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.83K- 7.94% |
$2.18M - $2.41M
|
56K
$33.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.14K- 3.82% |
$2.32M - $2.56M
|
129K
$76.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.14K- 29.14% |
$2.32M - $2.56M
|
12.5K
$7.39M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.19K- 11.01% |
$2.34M - $2.58M
|
41.9K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.2K- 81.34% |
$2.34M - $2.59M
|
1.19K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.62K- 0.45% |
$2.98M - $3.3M
|
1.45M
$860M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.69K- 19.34% |
$3.02M - $3.33M
|
27.9K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.74K- 52.09% |
$3.04M - $3.36M
|
6.2K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-6.96K- 59.68% |
$3.14M - $3.47M
|
4.7K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.07K- 26.69% |
$3.19M - $3.52M
|
19.4K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.43K- 1.22% |
$3.35M - $3.7M
|
602K
$356M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7.71K- 67.34% |
$3.47M - $3.84M
|
3.74K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.17K- 1.83% |
$4.14M - $4.57M
|
493K
$291M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-9.31K- 70.69% |
$4.2M - $4.64M
|
3.86K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.1K- 51.72% |
$4.57M - $5.05M
|
9.46K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.5K- 0.99% |
$5.2M - $5.75M
|
1.15M
$682M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-12.6K- 61.43% |
$5.66M - $6.25M
|
7.88K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 1.61% |
$5.85M - $6.47M
|
792K
$468M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16.6K- 27.74% |
$7.46M - $8.25M
|
43.1K
$25.5M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16.6K- 27.74% |
$7.46M - $8.25M
|
43.1K
$25.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-16.9K- 40.68% |
$7.62M - $8.42M
|
24.6K
$14.6M
|