Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.5M+ 47016.74% |
$639M - $770M
|
1.51M
$888M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
956KNew |
$407M - $490M
|
956K
$564M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
397K+ 34.59% |
$169M - $204M
|
1.54M
$911M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
299KNew |
$127M - $153M
|
299K
$176M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
293K+ 2655.97% |
$124M - $150M
|
304K
$179M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
282K+ 22.37% |
$120M - $145M
|
1.54M
$911M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
221K+ 80.69% |
$93.8M - $113M
|
494K
$291M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
182K+ 265.96% |
$77.2M - $93.1M
|
250K
$147M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 58.44% |
$58.1M - $70.1M
|
371K
$219M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
48.5K+ 2033.24% |
$20.6M - $24.9M
|
50.9K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47.5K+ 143.54% |
$20.2M - $24.3M
|
80.5K
$47.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
35.9KNew |
$15.3M - $18.4M
|
35.9K
$21.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.7K+ 9.81% |
$15.2M - $18.3M
|
400K
$236M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
33.2K+ 1.31% |
$14.1M - $17M
|
2.57M
$1.52B
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.7K+ 9.01% |
$13M - $15.7M
|
371K
$219M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
24.7KNew |
$10.5M - $12.7M
|
24.7K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
24.6KNew |
$10.4M - $12.6M
|
24.6K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
22.6K+ 13.88% |
$9.59M - $11.6M
|
185K
$109M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.1K+ 31.08% |
$9.4M - $11.3M
|
93.3K
$55M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22K+ 63.91% |
$9.36M - $11.3M
|
56.5K
$33.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 1.5% |
$9.27M - $11.2M
|
1.48M
$871M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
20.9KNew |
$8.87M - $10.7M
|
20.9K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.9K+ 3.78% |
$8.05M - $9.71M
|
521K
$307M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$36.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$36.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18.3KNew |
$7.76M - $9.36M
|
18.3K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
17.8KNew |
$7.57M - $9.13M
|
17.8K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9KNew |
$6.77M - $8.17M
|
15.9K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.7KNew |
$6.65M - $8.02M
|
15.7K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
14.4K+ 404.3% |
$6.11M - $7.37M
|
17.9K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
13.9KNew |
$5.92M - $7.14M
|
13.9K
$8.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
13K+ 248.7% |
$5.55M - $6.69M
|
18.3K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 24.47% |
$5.53M - $6.67M
|
66.2K
$39M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$5.33M - $6.43M
|
12.5K
$7.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$4.89M - $5.9M
|
11.5K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 1.73% |
$4.42M - $5.32M
|
612K
$361M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
9.11K+ 115.61% |
$3.87M - $4.67M
|
17K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.81K+ 28.55% |
$3.75M - $4.52M
|
39.7K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.65K+ 89.82% |
$3.68M - $4.43M
|
18.3K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8K+ 79.64% |
$3.4M - $4.1M
|
18K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
7.4K+ 862.94% |
$3.15M - $3.8M
|
8.26K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.57K+ 45.98% |
$2.79M - $3.37M
|
20.9K
$12.3M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.46KNew |
$2.75M - $3.31M
|
6.46K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.3K+ 101.61% |
$2.68M - $3.23M
|
12.5K
$7.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.12K+ 60.57% |
$2.6M - $3.14M
|
16.2K
$9.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.85KNew |
$2.49M - $3M
|
5.85K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.75K+ 37.17% |
$2.44M - $2.95M
|
21.2K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.66K+ 9.81% |
$2.41M - $2.9M
|
63.4K
$37.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.57K+ 14.86% |
$2.37M - $2.86M
|
43.1K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.2KNew |
$2.21M - $2.67M
|
5.2K
$3.07M
|