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
Connecticut Wealth Management, LLC

BUY
 -
496
+ 11.02%
$224K - $247K
5K $3.05M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
495
+ 16.23%
$223K - $247K
3.54K $2.16M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
488
+ 3.94%
$220K - $243K
12.9K $7.87M
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
480
New
$216K - $239K
480 $293K
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
464
New
$209K - $231K
464 $283K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
462
+ 0.79%
$208K - $230K
58.6K $35.8M
Oct 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
461
+ 25.32%
$208K - $230K
2.28K $1.39M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
452
New
$204K - $225K
452 $276K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
445
+ 1.2%
$201K - $222K
37.5K $22.9M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
438
+ 4.56%
$197K - $218K
10K $6.13M
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
428
+ 12.08%
$193K - $213K
3.97K $2.43M
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
412
+ 2.73%
$186K - $205K
15.5K $9.48M
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
405
+ 6.55%
$183K - $202K
6.59K $4.02M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
405
+ 13.27%
$183K - $202K
3.46K $2.11M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
402
New
$181K - $200K
402 $246K
Oct 10, 2023 Q3 2023
Woodstock Corp

BUY
 -
385
+ 9.39%
$174K - $192K
4.49K $2.74M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
376
+ 22.0%
$170K - $187K
2.09K $1.27M
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
374
+ 249.33%
$169K - $186K
524 $320K
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
373
+ 2.65%
$168K - $186K
14.5K $8.83M
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
370
+ 0.49%
$167K - $184K
75.9K $46.4M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
355
+ 75.69%
$160K - $177K
824 $503K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
355
+ 8.31%
$160K - $177K
4.63K $2.83M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
347
+ 18.09%
$156K - $173K
2.27K $1.38M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
345
+ 14.9%
$156K - $172K
2.66K $1.63M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
344
+ 10.23%
$155K - $171K
3.71K $2.26M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
342
New
$154K - $170K
342 $209K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
341
+ 8.85%
$154K - $170K
4.2K $2.56M
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
341
+ 0.24%
$154K - $170K
142K $86.6M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
336
+ 2.02%
$151K - $167K
16.9K $10.3M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
333
+ 5.42%
$150K - $166K
6.48K $3.96M
Nov 01, 2023 Q3 2023
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
331
+ 3.92%
$149K - $165K
8.78K $5.36M
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
330
+ 0.76%
$149K - $164K
43.8K $26.8M
Oct 23, 2023 Q3 2023
Moreno Evelyn V

Boston, MA
BUY
 -
318
+ 0.58%
$143K - $158K
55.4K $33.8M
Sep 05, 2024 Q3 2023
Granite Fo LLC

Bedford, NH
BUY
 -
314
+ 3.7%
$142K - $156K
8.8K $5.37M
Nov 09, 2023 Q3 2023
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
300
New
$135K - $149K
300 $183K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
299
+ 4.94%
$135K - $149K
6.36K $3.88M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
295
New
$133K - $147K
295 $180K
Nov 02, 2023 Q3 2023
Youngs Advisory Group, Inc.

BUY
 -
295
+ 1.19%
$133K - $147K
25K $15.3M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
278
New
$125K - $139K
278 $170K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
271
+ 4.0%
$122K - $135K
7.04K $4.3M
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
264
+ 9.58%
$119K - $132K
3.02K $1.84M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
263
+ 5.19%
$119K - $131K
5.33K $3.26M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
261
+ 24.69%
$118K - $130K
1.32K $805K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
261
+ 6.28%
$118K - $130K
4.42K $2.7M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
256
+ 0.37%
$115K - $128K
70.4K $43M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
254
+ 43.42%
$115K - $127K
839 $512K
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
250
+ 18.62%
$113K - $125K
1.59K $973K
Oct 27, 2023 Q3 2023
White Pine Investment CO

BUY
 -
249
+ 12.15%
$112K - $124K
2.3K $1.4M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
235
New
$106K - $117K
235 $144K

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