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 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-201- 0.99% |
$85.4K - $103K
|
20.1K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-203- 0.77% |
$86.3K - $104K
|
26.1K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-206- 32.59% |
$87.6K - $106K
|
426
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-211- 0.59% |
$89.7K - $108K
|
35.6K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-216- 6.25% |
$91.8K - $111K
|
3.24K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-222- 9.66% |
$94.4K - $114K
|
2.08K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-230- 1.78% |
$97.8K - $118K
|
12.7K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-236- 4.23% |
$100K - $121K
|
5.34K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-239- 0.31% |
$102K - $123K
|
75.7K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-241- 6.4% |
$102K - $124K
|
3.53K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-241- 2.07% |
$102K - $124K
|
11.4K
$6.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-242- 37.12% |
$103K - $124K
|
410
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-245- 30.47% |
$104K - $126K
|
559
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-246- 21.93% |
$105K - $126K
|
876
$484K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-250- 3.74% |
$106K - $128K
|
6.44K
$3.56M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-274- 1.18% |
$116K - $140K
|
22.9K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-283- 14.19% |
$120K - $145K
|
1.71K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283- 4.74% |
$120K - $145K
|
5.68K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-285- 19.63% |
$121K - $146K
|
1.17K
$645K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-291- 2.8% |
$124K - $149K
|
10.1K
$5.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-295- 1.51% |
$125K - $151K
|
19.2K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-299- 0.65% |
$127K - $153K
|
45.5K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 35.76% |
$128K - $154K
|
539
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-301- 2.91% |
$128K - $154K
|
10K
$5.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-302- 87.28% |
$128K - $155K
|
44
$24.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-303- 30.67% |
$129K - $155K
|
685
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-313- 0.17% |
$133K - $160K
|
184K
$102M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-315- 4.48% |
$134K - $161K
|
6.72K
$3.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-318- 34.19% |
$135K - $163K
|
612
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-319- 24.96% |
$136K - $164K
|
959
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-330- 13.33% |
$140K - $169K
|
2.15K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-330- 5.64% |
$140K - $169K
|
5.52K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-335- 2.55% |
$142K - $172K
|
12.8K
$7.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-347- 4.21% |
$148K - $178K
|
7.89K
$4.36M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-352- 14.23% |
$150K - $180K
|
2.12K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-354- 3.74% |
$150K - $181K
|
9.12K
$5.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-354- 6.13% |
$150K - $181K
|
5.42K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-357- 12.54% |
$152K - $183K
|
2.49K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-362- 4.39% |
$154K - $186K
|
7.88K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-365- 6.64% |
$155K - $187K
|
5.14K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-378- 1.13% |
$161K - $194K
|
33.1K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-378- 4.26% |
$161K - $194K
|
8.5K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-379- 18.57% |
$161K - $194K
|
1.66K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-380- 9.06% |
$162K - $195K
|
3.82K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-389- 11.06% |
$165K - $199K
|
3.13K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-389- 3.62% |
$165K - $199K
|
10.4K
$5.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-399- 76.15% |
$170K - $205K
|
125
$69.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-406- 49.27% |
$173K - $208K
|
418
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-412- 4.1% |
$175K - $211K
|
9.63K
$5.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-414- 41.86% |
$176K - $212K
|
575
$318K
|