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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.15K+ 12.6% |
$2.19M - $2.64M
|
46K
$27.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.08K+ 1007.34% |
$2.16M - $2.6M
|
5.58K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
4.94KNew |
$2.1M - $2.53M
|
4.94K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.85KNew |
$2.06M - $2.49M
|
4.85K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.83KNew |
$2.05M - $2.48M
|
4.83K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.74KNew |
$2.01M - $2.43M
|
4.74K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.6K+ 6.84% |
$1.96M - $2.36M
|
71.9K
$42.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.57KNew |
$1.94M - $2.34M
|
4.57K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
4.49K+ 292.06% |
$1.91M - $2.3M
|
6.02K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 4.4% |
$1.8M - $2.17M
|
101K
$59.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.18KNew |
$1.78M - $2.14M
|
4.18K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
4.05K+ 33.95% |
$1.72M - $2.08M
|
16K
$9.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.9KNew |
$1.66M - $2M
|
3.9K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.89K+ 175.39% |
$1.65M - $2M
|
6.11K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.8KNew |
$1.61M - $1.95M
|
3.8K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.72K+ 1.47% |
$1.58M - $1.91M
|
257K
$153M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.69K+ 98.66% |
$1.57M - $1.89M
|
7.42K
$4.43M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.64KNew |
$1.55M - $1.87M
|
3.64K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.51K+ 287.69% |
$1.49M - $1.8M
|
4.73K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.48K+ 49.54% |
$1.48M - $1.79M
|
10.5K
$6.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
3.41KNew |
$1.45M - $1.75M
|
3.41K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
3.37KNew |
$1.43M - $1.73M
|
3.37K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
3.3K+ 50.17% |
$1.4M - $1.69M
|
9.88K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.14K+ 438.13% |
$1.33M - $1.61M
|
3.85K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.13KNew |
$1.33M - $1.61M
|
3.13K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3.02K+ 18.86% |
$1.28M - $1.55M
|
19K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.91KNew |
$1.24M - $1.49M
|
2.91K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.89KNew |
$1.23M - $1.48M
|
2.89K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.87K+ 101.92% |
$1.22M - $1.47M
|
5.68K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.85KNew |
$1.21M - $1.46M
|
2.85K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.62K+ 72.85% |
$1.11M - $1.34M
|
6.22K
$3.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.56K+ 7.41% |
$1.09M - $1.31M
|
37.1K
$22.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.5KNew |
$1.06M - $1.28M
|
2.5K
$1.49M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.5KNew |
$1.06M - $1.28M
|
2.5K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 3.89% |
$1.05M - $1.27M
|
66.2K
$39.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.44K+ 219.35% |
$1.04M - $1.25M
|
3.55K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.16K+ 96.87% |
$920K - $1.11M
|
4.4K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.12K+ 85.54% |
$903K - $1.09M
|
4.61K
$2.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.12KNew |
$902K - $1.09M
|
2.12K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.11K+ 24.87% |
$898K - $1.08M
|
10.6K
$6.33M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.11K+ 430.47% |
$895K - $1.08M
|
2.59K
$1.55M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.1KNew |
$892K - $1.08M
|
2.1K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.04KNew |
$868K - $1.05M
|
2.04K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.02KNew |
$858K - $1.03M
|
2.02K
$1.2M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.02KNew |
$858K - $1.03M
|
2.02K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.99K+ 3.57% |
$848K - $1.02M
|
57.8K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.98KNew |
$842K - $1.01M
|
1.98K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$830K - $1M
|
1.95K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.84KNew |
$782K - $943K
|
1.84K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
1.78K+ 3.19% |
$756K - $911K
|
57.5K
$34.3M
|