Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 1.32% |
$14.9K - $16.4K
|
2.46K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 1.3% |
$15.3K - $16.9K
|
2.58K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35- 2.62% |
$15.8K - $17.4K
|
1.3K
$770K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-35- 7.19% |
$15.8K - $17.4K
|
452
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-35- 0.52% |
$15.8K - $17.4K
|
6.72K
$3.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.41% |
$16.2K - $17.9K
|
8.7K
$5.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.97% |
$16.7K - $18.4K
|
3.77K
$2.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37- 1.55% |
$16.7K - $18.4K
|
2.35K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-38- 3.43% |
$17.1K - $18.9K
|
1.07K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.28% |
$17.1K - $18.9K
|
13.7K
$8.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-38- 4.52% |
$17.1K - $18.9K
|
802
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 0.3% |
$18K - $19.9K
|
13.5K
$8M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-40- 6.11% |
$18K - $19.9K
|
615
$365K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-40- 4.42% |
$18K - $19.9K
|
865
$513K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-40- 7.21% |
$18K - $19.9K
|
515
$305K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 2.81% |
$18.9K - $20.9K
|
1.45K
$861K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-43- 0.5% |
$19.4K - $21.4K
|
8.56K
$5.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 2.52% |
$19.4K - $21.4K
|
1.67K
$988K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-44- 1.27% |
$19.8K - $21.9K
|
3.41K
$2.02M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45- 1.23% |
$20.3K - $22.4K
|
3.61K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 1.99% |
$20.3K - $22.4K
|
2.22K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-45- 7.31% |
$20.3K - $22.4K
|
571
$339K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 1.61% |
$20.3K - $22.4K
|
2.74K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-46- 8.52% |
$20.7K - $22.9K
|
494
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48- 0.53% |
$21.6K - $23.9K
|
8.98K
$5.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49- 0.48% |
$22.1K - $24.4K
|
10.1K
$6.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.98% |
$22.1K - $24.4K
|
4.95K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-50- 7.12% |
$22.5K - $24.9K
|
652
$387K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-50- 0.72% |
$22.5K - $24.9K
|
6.9K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.6% |
$22.5K - $24.9K
|
8.35K
$4.95M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 4.06% |
$22.5K - $24.9K
|
1.18K
$702K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 15.02% |
$22.5K - $24.9K
|
283
$168K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-53- 0.52% |
$23.9K - $26.4K
|
10.2K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-54- 5.18% |
$24.3K - $26.9K
|
989
$587K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-57- 1.66% |
$25.7K - $28.4K
|
3.38K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-58- 5.01% |
$26.2K - $28.9K
|
1.1K
$652K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 13.94% |
$26.2K - $28.9K
|
358
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-59- 1.11% |
$26.6K - $29.4K
|
5.23K
$3.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-59- 0.29% |
$26.6K - $29.4K
|
20.1K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-61- 6.78% |
$27.5K - $30.4K
|
839
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 4.47% |
$28K - $30.9K
|
1.33K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-63- 4.31% |
$28.4K - $31.4K
|
1.4K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-63- 2.04% |
$28.4K - $31.4K
|
3.02K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-63- 5.11% |
$28.4K - $31.4K
|
1.17K
$694K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-63- 0.59% |
$28.4K - $31.4K
|
10.6K
$6.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-63- 2.0% |
$28.4K - $31.4K
|
3.09K
$1.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-65- 2.56% |
$29.3K - $32.4K
|
2.48K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-65- 1.95% |
$29.3K - $32.4K
|
3.27K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-65- 0.92% |
$29.3K - $32.4K
|
7.02K
$4.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-65- 0.87% |
$29.3K - $32.4K
|
7.41K
$4.39M
|