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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 1.98% |
$10.6K - $12.8K
|
1.24K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-25- 3.08% |
$10.6K - $12.8K
|
786
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25- 0.48% |
$10.6K - $12.8K
|
5.15K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-25- 1.95% |
$10.6K - $12.8K
|
1.26K
$687K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-25- 1.21% |
$10.6K - $12.8K
|
2.05K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-25- 3.71% |
$10.6K - $12.8K
|
648
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-26- 2.73% |
$11.1K - $13.3K
|
926
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-26- 3.21% |
$11.1K - $13.3K
|
784
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26- 2.7% |
$11.1K - $13.3K
|
938
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-27- 2.66% |
$11.5K - $13.8K
|
987
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-27- 1.33% |
$11.5K - $13.8K
|
2.01K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 0.4% |
$11.5K - $13.8K
|
6.69K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-28- 0.71% |
$11.9K - $14.4K
|
3.89K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.83% |
$12.8K - $15.4K
|
3.59K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 32.26% |
$12.8K - $15.4K
|
63
$34.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-30- 0.6% |
$12.8K - $15.4K
|
5K
$2.73M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 15.79% |
$12.8K - $15.4K
|
160
$87.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-30- 1.45% |
$12.8K - $15.4K
|
2.05K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-31- 0.76% |
$13.2K - $15.9K
|
4.05K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-31- 0.31% |
$13.2K - $15.9K
|
10K
$5.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-31- 0.3% |
$13.2K - $15.9K
|
10.3K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-31- 0.19% |
$13.2K - $15.9K
|
16.3K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32- 0.56% |
$13.6K - $16.4K
|
5.68K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-33- 5.45% |
$14K - $16.9K
|
573
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-34- 1.13% |
$14.5K - $17.4K
|
2.99K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 0.16% |
$14.5K - $17.4K
|
20.9K
$11.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-37- 0.66% |
$15.7K - $19K
|
5.53K
$3.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-37- 3.31% |
$15.7K - $19K
|
1.08K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-37- 2.28% |
$15.7K - $19K
|
1.59K
$867K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-37- 1.17% |
$15.7K - $19K
|
3.11K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 6.96% |
$16.2K - $19.5K
|
508
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 8.88% |
$16.2K - $19.5K
|
390
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-39- 2.33% |
$16.6K - $20K
|
1.63K
$892K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-39- 10.83% |
$16.6K - $20K
|
321
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-40- 4.08% |
$17K - $20.5K
|
941
$514K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-40- 0.49% |
$17K - $20.5K
|
8.09K
$4.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-41- 4.41% |
$17.4K - $21K
|
888
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-42- 5.86% |
$17.9K - $21.5K
|
675
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 38.89% |
$17.9K - $21.5K
|
66
$36K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-43- 19.55% |
$18.3K - $22K
|
177
$96.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-44- 0.43% |
$18.7K - $22.6K
|
10.2K
$5.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-45- 0.61% |
$19.1K - $23.1K
|
7.36K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-45- 1.49% |
$19.1K - $23.1K
|
2.98K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.53% |
$19.6K - $23.6K
|
8.65K
$4.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-47- 1.71% |
$20K - $24.1K
|
2.7K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-47- 0.09% |
$20K - $24.1K
|
53.8K
$29.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-48- 1.54% |
$20.4K - $24.6K
|
3.06K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 17.31% |
$20.8K - $25.1K
|
234
$128K
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-50- 6.79% |
$21.3K - $25.6K
|
686
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-50- 3.16% |
$21.3K - $25.6K
|
1.53K
$838K
|