Purchases and Sales Made in Q3 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.13K
+ 663.91%
$1.41M - $1.56M
3.6K $2.2M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
3.04K
+ 4.66%
$1.37M - $1.52M
68.3K $41.7M
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
2.94K
+ 16.56%
$1.33M - $1.47M
20.7K $12.7M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.85K
+ 1.14%
$1.28M - $1.42M
253K $155M
Nov 15, 2023 Q3 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
2.82K
New
$1.27M - $1.4M
2.82K $1.72M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.81K
+ 22.19%
$1.27M - $1.4M
15.5K $9.45M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
2.8K
New
$1.26M - $1.4M
2.8K $1.71M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.72K
New
$1.22M - $1.35M
2.72K $1.66M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.64K
New
$1.19M - $1.32M
2.64K $1.61M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.42K
+ 2.58%
$1.09M - $1.21M
96.3K $58.8M
Nov 21, 2023 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.38K
+ 246.27%
$1.07M - $1.19M
3.35K $2.04M
Aug 06, 2024 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.38K
+ 246.27%
$1.07M - $1.19M
3.35K $2.04M
Nov 13, 2023 Q3 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
2.34K
+ 19.68%
$1.06M - $1.17M
14.2K $8.69M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
2.33K
New
$1.05M - $1.16M
2.33K $1.42M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
2.32K
+ 1.6%
$1.05M - $1.16M
147K $89.7M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.3K
+ 5.97%
$1.04M - $1.15M
40.9K $25M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
2.23K
New
$1M - $1.11M
2.23K $1.36M
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
2.18K
+ 11.75%
$983K - $1.09M
20.7K $12.7M
Nov 07, 2023 Q3 2023
Lcm Capital Management Inc

BUY
 -
2.12K
+ 5.46%
$954K - $1.05M
40.8K $24.9M
Oct 13, 2023 Q3 2023
Divergent Planning, LLC

BUY
 -
2.08K
+ 3.88%
$938K - $1.04M
55.7K $34M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.07K
+ 67.97%
$935K - $1.03M
5.12K $3.13M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
2.03K
New
$917K - $1.01M
2.03K $1.24M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
2.02K
+ 6.05%
$910K - $1.01M
35.4K $21.6M
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

BUY
 -
2.02K
+ 4.15%
$910K - $1.01M
50.6K $30.9M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2K
+ 2.76%
$900K - $995K
74.2K $45.3M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.83K
+ 7.43%
$824K - $911K
26.4K $16.1M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.78K
+ 3.12%
$803K - $888K
58.9K $36M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
1.71K
+ 5.23%
$773K - $854K
34.5K $21M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.71K
+ 118.97%
$772K - $853K
3.15K $1.92M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
1.7K
+ 8.0%
$764K - $845K
22.9K $14M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
1.66K
+ 3.72%
$748K - $827K
46.2K $28.2M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.58K
+ 112.05%
$713K - $788K
2.99K $1.83M
Nov 13, 2023 Q3 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
1.58K
New
$712K - $787K
1.58K $964K
Oct 30, 2023 Q3 2023
Clearview Wealth Advisors LLC

BUY
 -
1.57K
New
$707K - $781K
1.57K $957K
Nov 13, 2023 Q3 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
1.5K
New
$676K - $747K
1.5K $916K
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
1.48K
+ 0.58%
$666K - $737K
255K $156M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.43K
New
$643K - $711K
1.43K $871K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.42K
+ 28.74%
$638K - $706K
6.34K $3.87M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.38K
+ 164.05%
$621K - $687K
2.22K $1.35M
Nov 08, 2023 Q3 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
1.34K
+ 33.48%
$606K - $670K
5.36K $3.27M
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
1.29K
+ 0.8%
$583K - $645K
163K $99.3M
Nov 14, 2023 Q3 2023
Jackson Wealth Management, LLC

BUY
 -
1.23K
New
$555K - $613K
1.23K $752K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
1.19K
+ 7.23%
$536K - $592K
17.6K $10.8M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.17K
New
$529K - $585K
1.17K $717K
Nov 07, 2023 Q3 2023
Waddell & Associates, LLC

BUY
 -
1.15K
+ 0.84%
$520K - $575K
138K $84.2M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
1.13K
+ 2.85%
$509K - $562K
40.7K $24.9M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
1.11K
New
$502K - $555K
1.11K $680K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.1K
+ 7.04%
$497K - $549K
16.7K $10.2M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.08K
+ 0.78%
$487K - $538K
140K $85.5M

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