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 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
400New |
$170K - $205K
|
400
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
400New |
$170K - $205K
|
400
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
400New |
$170K - $205K
|
400
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
400New |
$170K - $205K
|
400
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
398+ 0.36% |
$169K - $204K
|
110K
$65.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
383+ 47.76% |
$163K - $196K
|
1.19K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
382+ 0.36% |
$162K - $196K
|
107K
$64M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
380+ 160.34% |
$162K - $195K
|
617
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
375New |
$159K - $192K
|
375
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
369+ 64.17% |
$157K - $189K
|
944
$563K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
368+ 3.42% |
$156K - $189K
|
11.1K
$6.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
366+ 8.19% |
$156K - $188K
|
4.84K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
362+ 72.4% |
$154K - $186K
|
862
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
344+ 8.84% |
$146K - $176K
|
4.24K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
340+ 6.64% |
$145K - $174K
|
5.46K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
336+ 1.34% |
$143K - $172K
|
25.4K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
331+ 0.74% |
$141K - $170K
|
45K
$26.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
330New |
$140K - $169K
|
330
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
329New |
$140K - $169K
|
329
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
321+ 2.68% |
$136K - $165K
|
12.3K
$7.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
310+ 0.12% |
$132K - $159K
|
255K
$152M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
310+ 50.0% |
$132K - $159K
|
930
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
309+ 29.8% |
$131K - $158K
|
1.35K
$803K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
308+ 7.8% |
$131K - $158K
|
4.26K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
302+ 3.44% |
$128K - $155K
|
9.08K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300+ 67.57% |
$128K - $154K
|
744
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
296+ 0.85% |
$126K - $152K
|
35.2K
$21M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
293New |
$125K - $150K
|
293
$175K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
293+ 2.86% |
$125K - $150K
|
10.5K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
289+ 9.57% |
$123K - $148K
|
3.31K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
286+ 15.76% |
$122K - $147K
|
2.1K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
282+ 56.4% |
$120K - $145K
|
782
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
272New |
$116K - $139K
|
272
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
266+ 55.07% |
$113K - $136K
|
749
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
262+ 18.89% |
$111K - $134K
|
1.65K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
255+ 1.27% |
$108K - $131K
|
20.4K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
251+ 14.7% |
$107K - $129K
|
1.96K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
250New |
$106K - $128K
|
250
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
236+ 3.61% |
$100K - $121K
|
6.77K
$4.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
235New |
$99.9K - $120K
|
235
$140K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$99.9K - $120K
|
235
$140K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
230+ 1.7% |
$97.8K - $118K
|
13.7K
$8.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
228+ 38.97% |
$96.9K - $117K
|
813
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
226New |
$96.1K - $116K
|
226
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
226+ 6.1% |
$96.1K - $116K
|
3.93K
$2.35M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
224+ 6.57% |
$95.2K - $115K
|
3.64K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
222+ 3.81% |
$94.4K - $114K
|
6.05K
$3.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
220+ 1.63% |
$93.5K - $113K
|
13.7K
$8.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
219+ 5.85% |
$93.1K - $112K
|
3.96K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
215+ 0.66% |
$91.4K - $110K
|
33K
$19.7M
|