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 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.78K+ 51.6% |
$755K - $910K
|
5.22K
$3.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.75K+ 4.31% |
$745K - $899K
|
42.4K
$25.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.72K+ 40.98% |
$729K - $879K
|
5.9K
$3.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.71K+ 32.02% |
$727K - $877K
|
7.05K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.7K+ 141.31% |
$723K - $871K
|
2.9K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.7K+ 5.89% |
$722K - $870K
|
30.5K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.68KNew |
$713K - $860K
|
1.68K
$1M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.67K+ 73.01% |
$708K - $854K
|
3.95K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$692K - $835K
|
1.63K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.63K+ 79.17% |
$692K - $834K
|
3.68K
$2.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.62KNew |
$687K - $828K
|
1.62K
$963K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 68.39% |
$684K - $825K
|
3.96K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.55KNew |
$660K - $796K
|
1.55K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.52KNew |
$644K - $777K
|
1.52K
$904K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.46K+ 7.57% |
$620K - $747K
|
20.7K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.41K+ 275.39% |
$599K - $723K
|
1.92K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.39KNew |
$591K - $713K
|
1.39K
$830K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$589K - $710K
|
1.39K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.34K+ 0.92% |
$570K - $687K
|
147K
$87.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 99.7% |
$567K - $684K
|
2.67K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.33K+ 20.98% |
$566K - $682K
|
7.67K
$4.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.32K+ 3.58% |
$561K - $676K
|
38.1K
$22.7M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.26K+ 2.61% |
$534K - $644K
|
49.4K
$29.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.25KNew |
$533K - $643K
|
1.25K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.22KNew |
$518K - $624K
|
1.22K
$726K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.17K+ 57.35% |
$498K - $600K
|
3.21K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.17KNew |
$496K - $598K
|
1.17K
$695K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.15KNew |
$487K - $587K
|
1.15K
$683K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.13KNew |
$479K - $578K
|
1.13K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.12K+ 34.88% |
$477K - $576K
|
4.34K
$2.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.1KNew |
$468K - $564K
|
1.1K
$656K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.1K+ 8.53% |
$467K - $563K
|
14K
$8.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.09K+ 1.1% |
$462K - $557K
|
99.6K
$59.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 16.46% |
$454K - $547K
|
7.55K
$4.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.06K+ 28.26% |
$451K - $544K
|
4.82K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.06K+ 50.72% |
$451K - $543K
|
3.15K
$1.88M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.03K+ 11.74% |
$439K - $530K
|
9.83K
$5.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.02K+ 54.72% |
$434K - $523K
|
2.88K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.01KNew |
$430K - $518K
|
1.01K
$603K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
1K+ 120.29% |
$426K - $514K
|
1.84K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1KNew |
$425K - $513K
|
1K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
998+ 37.75% |
$424K - $512K
|
3.64K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
997New |
$424K - $511K
|
997
$595K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
973+ 329.83% |
$414K - $499K
|
1.27K
$756K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
973New |
$414K - $499K
|
973
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
964New |
$410K - $494K
|
964
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
896New |
$381K - $459K
|
896
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
887+ 66.89% |
$377K - $455K
|
2.21K
$1.32M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
868New |
$369K - $445K
|
868
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
828+ 21.38% |
$352K - $424K
|
4.7K
$2.8M
|