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 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23+ 2.27% |
$10.4K - $11.5K
|
1.04K
$573K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
21+ 0.51% |
$9.47K - $10.5K
|
4.16K
$2.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
20+ 0.92% |
$9.02K - $9.97K
|
2.2K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 2.73% |
$8.57K - $9.47K
|
716
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15New |
$6.76K - $7.47K
|
15
$8.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 0.05% |
$6.76K - $7.47K
|
31.4K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 1.31% |
$6.31K - $6.98K
|
1.08K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.29% |
$6.31K - $6.98K
|
4.83K
$2.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
14+ 0.63% |
$6.31K - $6.98K
|
2.24K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
13+ 2.41% |
$5.86K - $6.48K
|
553
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 1.06% |
$5.86K - $6.48K
|
1.24K
$686K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
12+ 2.23% |
$5.41K - $5.98K
|
551
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.51% |
$4.96K - $5.48K
|
2.16K
$1.19M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$4.96K - $5.48K
|
11
$6.08K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 1.59% |
$4.96K - $5.48K
|
705
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11+ 1.35% |
$4.96K - $5.48K
|
828
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$4.51K - $4.98K
|
3.99K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.3% |
$4.51K - $4.98K
|
779
$431K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.6% |
$4.51K - $4.98K
|
1.69K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.23% |
$3.61K - $3.99K
|
3.56K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7+ 0.34% |
$3.16K - $3.49K
|
2.08K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6+ 0.21% |
$2.71K - $2.99K
|
2.92K
$1.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.98% |
$2.71K - $2.99K
|
620
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.8K - $1.99K
|
1.92K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4+ 0.1% |
$1.8K - $1.99K
|
3.85K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$1.8K - $1.99K
|
1.27K
$704K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.19% |
$1.8K - $1.99K
|
2.11K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.34% |
$1.8K - $1.99K
|
1.17K
$649K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.04% |
$1.8K - $1.99K
|
10.3K
$5.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.64% |
$1.8K - $1.99K
|
625
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4+ 0.35% |
$1.8K - $1.99K
|
1.15K
$636K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$1.35K - $1.49K
|
815
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.16% |
$1.35K - $1.49K
|
1.93K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.27% |
$1.35K - $1.49K
|
1.1K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.38% |
$1.35K - $1.49K
|
798
$441K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 13.33% |
$902 - $997
|
17
$9.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$902 - $997
|
1.36K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$902 - $997
|
697
$385K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$902 - $997
|
1.77K
$979K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.18% |
$902 - $997
|
1.09K
$605K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.2% |
$902 - $997
|
1K
$553K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.03% |
$902 - $997
|
7.64K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 0.72% |
$902 - $997
|
279
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.78% |
$902 - $997
|
259
$143K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.44% |
$902 - $997
|
461
$255K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.26% |
$902 - $997
|
786
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.04% |
$902 - $997
|
4.72K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$902 - $997
|
617
$341K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.01% |
$451 - $498
|
6.69K
$3.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.1% |
$451 - $498
|
1.05K
$581K
|