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 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 5.33% |
$42.5K - $51.3K
|
1.78K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 4.79% |
$42.5K - $51.3K
|
1.99K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-100- 0.74% |
$42.5K - $51.3K
|
13.3K
$7.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-104- 0.53% |
$44.2K - $53.3K
|
19.6K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-105- 4.99% |
$44.6K - $53.8K
|
2K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-105- 0.85% |
$44.6K - $53.8K
|
12.3K
$6.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-105- 8.81% |
$44.6K - $53.8K
|
1.09K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-106- 0.95% |
$45.1K - $54.3K
|
11K
$6.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-108- 2.41% |
$45.9K - $55.4K
|
4.38K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-108- 17.42% |
$45.9K - $55.4K
|
512
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-110- 1.93% |
$46.8K - $56.4K
|
5.59K
$3.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-112- 10.76% |
$47.6K - $57.4K
|
929
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-112- 0.75% |
$47.6K - $57.4K
|
14.8K
$8.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-112- 1.27% |
$47.6K - $57.4K
|
8.73K
$4.77M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-115- 2.29% |
$48.9K - $58.9K
|
4.91K
$2.68M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-116- 14.78% |
$49.3K - $59.5K
|
669
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120- 19.48% |
$51K - $61.5K
|
496
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-122- 2.45% |
$51.9K - $62.5K
|
4.86K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-127- 8.61% |
$54K - $65.1K
|
1.35K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-129- 16.8% |
$54.8K - $66.1K
|
639
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-137- 0.3% |
$58.2K - $70.2K
|
45.8K
$25M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-139- 1.84% |
$59.1K - $71.3K
|
7.43K
$4.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-139- 2.93% |
$59.1K - $71.3K
|
4.61K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-140- 13.4% |
$59.5K - $71.8K
|
905
$494K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-140- 19.44% |
$59.5K - $71.8K
|
580
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-142- 9.83% |
$60.4K - $72.8K
|
1.3K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 25.17% |
$63.8K - $76.9K
|
446
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-151- 1.19% |
$64.2K - $77.4K
|
12.6K
$6.87M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-158- 4.49% |
$67.2K - $81K
|
3.36K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-159- 3.38% |
$67.6K - $81.5K
|
4.54K
$2.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-160- 0.52% |
$68K - $82K
|
30.6K
$16.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-160- 12.47% |
$68K - $82K
|
1.12K
$613K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-161- 4.6% |
$68.4K - $82.5K
|
3.34K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-161- 14.98% |
$68.4K - $82.5K
|
914
$499K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-165- 10.2% |
$70.1K - $84.6K
|
1.45K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-165- 8.63% |
$70.1K - $84.6K
|
1.75K
$954K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-170- 1.38% |
$72.3K - $87.1K
|
12.1K
$6.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-171- 1.36% |
$72.7K - $87.7K
|
12.4K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 22.89% |
$74K - $89.2K
|
586
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-175- 2.45% |
$74.4K - $89.7K
|
6.96K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-176- 7.22% |
$74.8K - $90.2K
|
2.26K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-178- 6.17% |
$75.7K - $91.2K
|
2.71K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-180- 8.41% |
$76.5K - $92.3K
|
1.96K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-182- 2.64% |
$77.4K - $93.3K
|
6.72K
$3.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-191- 47.51% |
$81.2K - $97.9K
|
211
$115K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-192- 29.22% |
$81.6K - $98.4K
|
465
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-198- 1.96% |
$84.2K - $101K
|
9.88K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-201- 0.99% |
$85.4K - $103K
|
20.1K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-203- 0.77% |
$86.3K - $104K
|
26.1K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-206- 32.59% |
$87.6K - $106K
|
426
$233K
|