Purchases and Sales Made in Q4 2023 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
803
+ 29.8%
$341K - $412K
3.5K $2.09M
Jan 16, 2024 Q4 2023
Oldfather Financial Services, LLC

BUY
 -
789
+ 1.56%
$335K - $404K
51.4K $30.7M
Feb 06, 2024 Q4 2023
Gryphon Financial Partners LLC

BUY
 -
781
New
$332K - $400K
781 $466K
Feb 09, 2024 Q4 2023
Objectivity Squared, LLC

Charleston, SC
BUY
 -
762
New
$324K - $391K
762 $454K
Feb 22, 2024 Q4 2023
Napa Wealth Management

Napa, CA
BUY
 -
755
New
$321K - $387K
755 $450K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
730
New
$310K - $374K
730 $435K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
729
+ 4.67%
$310K - $374K
16.4K $9.75M
Feb 13, 2024 Q4 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
720
+ 16.79%
$306K - $369K
5.01K $2.99M
Feb 07, 2024 Q4 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
720
+ 26.94%
$306K - $369K
3.39K $2.02M
Feb 06, 2024 Q4 2023
Blue Fin Capital, Inc.

BUY
 -
710
+ 39.58%
$302K - $364K
2.5K $1.49M
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
707
New
$301K - $362K
707 $422K
Feb 14, 2024 Q4 2023
Ehp Funds Inc.

Toronto, Z4
BUY
 -
700
New
$298K - $359K
700 $417K
Jan 29, 2024 Q4 2023
Howard Capital Management Inc.

BUY
 -
690
+ 4.45%
$293K - $354K
16.2K $9.67M
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
669
+ 2.13%
$284K - $343K
32.1K $19.1M
Feb 14, 2024 Q4 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
658
+ 9.12%
$280K - $337K
7.88K $4.7M
Jan 18, 2024 Q4 2023
Saxon Interests, Inc.

BUY
 -
650
New
$276K - $333K
650 $388K
Feb 14, 2024 Q4 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
650
New
$276K - $333K
650 $388K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
648
+ 1.1%
$275K - $332K
59.3K $35.4M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
642
+ 1.39%
$273K - $329K
46.9K $28M
Feb 12, 2024 Q4 2023
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
640
New
$272K - $328K
640 $382K
Jan 22, 2024 Q4 2023
First Citizens Bank & Trust CO

BUY
 -
633
+ 16.37%
$269K - $324K
4.5K $2.68M
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
631
+ 2.64%
$268K - $323K
24.5K $14.6M
Jan 31, 2024 Q4 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
625
+ 28.33%
$266K - $320K
2.83K $1.69M
Feb 07, 2024 Q4 2023
Zevin Asset Management LLC

BUY
 -
624
New
$265K - $320K
624 $372K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
621
+ 3.71%
$264K - $318K
17.4K $10.4M
Jan 29, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
612
New
$260K - $314K
612 $365K
Feb 05, 2024 Q4 2023
Guyasuta Investment Advisors Inc

BUY
 -
601
New
$255K - $308K
601 $358K
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
600
New
$255K - $308K
600 $358K
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
598
+ 99.01%
$254K - $307K
1.2K $717K
Jan 17, 2024 Q4 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
595
+ 43.08%
$253K - $305K
1.98K $1.18M
Feb 26, 2024 Q4 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
590
+ 20.58%
$251K - $302K
3.46K $2.06M
Jan 25, 2024 Q4 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
590
New
$251K - $302K
590 $352K
Feb 06, 2024 Q4 2023
Peddock Capital Advisors, LLC

BUY
 -
589
+ 3.73%
$250K - $302K
16.4K $9.78M
Jan 23, 2024 Q4 2023
Trust Point Inc.

La Crosse, WI
BUY
 -
588
New
$250K - $301K
588 $351K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
573
+ 13.13%
$244K - $294K
4.94K $2.94M
Feb 22, 2024 Q4 2023
Peterson Wealth Management

BUY
 -
565
+ 33.55%
$240K - $290K
2.25K $1.34M
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
559
+ 7.7%
$238K - $287K
7.82K $4.67M
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
550
New
$234K - $282K
550 $328K
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
545
+ 0.39%
$232K - $279K
141K $83.8M
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
544
+ 0.73%
$231K - $279K
74.8K $44.6M
Feb 12, 2024 Q4 2023
Td Asset Management Inc

BUY
 -
542
New
$230K - $278K
542 $323K
Jan 08, 2024 Q4 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
540
+ 69.32%
$230K - $277K
1.32K $787K
Feb 01, 2024 Q4 2023
Adviser Investments LLC

BUY
 -
539
+ 11.27%
$229K - $276K
5.32K $3.17M
Feb 14, 2024 Q4 2023
Greystone Financial Group, LLC

BUY
 -
539
New
$229K - $276K
539 $321K
Feb 13, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
538
New
$229K - $276K
538 $321K
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
532
New
$226K - $273K
532 $317K
Jan 23, 2024 Q4 2023
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
525
New
$223K - $269K
525 $313K
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
524
New
$223K - $269K
524 $313K
Jan 25, 2024 Q4 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
523
+ 7.94%
$222K - $268K
7.11K $4.24M

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