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
Jan 25, 2024 Q4 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
204
+ 19.3%
$86.7K - $105K
1.26K $752K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
201
+ 8.39%
$85.4K - $103K
2.6K $1.55M
Jan 26, 2024 Q4 2023
G&S Capital LLC

BUY
 -
196
+ 2.29%
$83.3K - $100K
8.76K $5.22M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
194
+ 7.29%
$82.5K - $99.4K
2.86K $1.7M
Feb 12, 2024 Q4 2023
Lcnb Corp

Lebanon, OH
BUY
 -
190
+ 10.7%
$80.8K - $97.4K
1.97K $1.17M
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
186
New
$79.1K - $95.3K
186 $111K
Feb 13, 2024 Q4 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
185
+ 9.67%
$78.6K - $94.8K
2.1K $1.25M
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
176
+ 8.07%
$74.8K - $90.2K
2.36K $1.41M
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
170
+ 12.9%
$72.3K - $87.1K
1.49K $887K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
170
+ 13.09%
$72.3K - $87.1K
1.47K $876K
Feb 14, 2024 Q4 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
165
+ 8.12%
$70.1K - $84.6K
2.2K $1.31M
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
160
+ 1.12%
$68K - $82K
14.4K $8.58M
Mar 08, 2024 Q4 2023
Trust CO Of Vermont

BUY
 -
152
+ 13.98%
$64.6K - $77.9K
1.24K $739K
Jan 18, 2024 Q4 2023
Well Done, LLC

BUY
 -
148
+ 29.6%
$62.9K - $75.9K
648 $386K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
146
+ 8.59%
$62.1K - $74.8K
1.85K $1.1M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
146
+ 4.88%
$62.1K - $74.8K
3.14K $1.87M
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
145
New
$61.6K - $74.3K
145 $86.5K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
140
+ 7.6%
$59.5K - $71.8K
1.98K $1.18M
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
140
+ 16.59%
$59.5K - $71.8K
984 $587K
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
139
+ 2.61%
$59.1K - $71.3K
5.47K $3.26M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
139
+ 8.41%
$59.1K - $71.3K
1.79K $1.07M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
137
+ 2.16%
$58.2K - $70.2K
6.49K $3.87M
Jan 23, 2024 Q4 2023
Braun Stacey Associates Inc

BUY
 -
133
+ 6.04%
$56.5K - $68.2K
2.34K $1.39M
Feb 09, 2024 Q4 2023
Plancorp, LLC

BUY
 -
130
+ 24.53%
$55.3K - $66.6K
660 $394K
Jan 24, 2024 Q4 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
130
+ 24.76%
$55.3K - $66.6K
655 $391K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
130
+ 54.85%
$55.3K - $66.6K
367 $219K
Feb 14, 2024 Q4 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
126
+ 1.52%
$53.6K - $64.6K
8.41K $5.01M
Jan 12, 2024 Q4 2023
Bay Rivers Group

BUY
 -
126
+ 1.7%
$53.6K - $64.6K
7.53K $4.49M
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
126
+ 1.93%
$53.6K - $64.6K
6.66K $3.97M
Feb 14, 2024 Q4 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
122
+ 3.59%
$51.9K - $62.5K
3.52K $2.1M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
118
+ 6.11%
$50.2K - $60.5K
2.05K $1.22M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
116
+ 1.62%
$49.3K - $59.5K
7.26K $4.33M
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
114
New
$48.5K - $58.4K
114 $68K
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
114
+ 17.62%
$48.5K - $58.4K
761 $454K
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
114
+ 19.26%
$48.5K - $58.4K
706 $421K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
100
New
$42.5K - $51.3K
100 $59.6K
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

BUY
 -
100
+ 6.12%
$42.5K - $51.3K
1.73K $1.03M
Feb 13, 2024 Q4 2023
Security National Bank

BUY
 -
100
New
$42.5K - $51.3K
100 $59.6K
Feb 08, 2024 Q4 2023
Amg National Trust Bank

BUY
 -
95
+ 1.14%
$40.4K - $48.7K
8.45K $5.04M
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
95
+ 94.06%
$40.4K - $48.7K
196 $117K
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
93
+ 11.05%
$39.5K - $47.7K
935 $558K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
90
+ 375.0%
$38.3K - $46.1K
114 $68K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
90
New
$38.3K - $46.1K
90 $53.7K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
90
+ 6.34%
$38.3K - $46.1K
1.51K $901K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
89
+ 0.79%
$37.8K - $45.6K
11.4K $6.78M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
88
New
$37.4K - $45.1K
88 $52.5K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
88
+ 1.93%
$37.4K - $45.1K
4.66K $2.78M
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
87
New
$37K - $44.6K
87 $51.9K
Jan 18, 2024 Q4 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
87
+ 1.88%
$37K - $44.6K
4.71K $2.81M

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