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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-139- 52.85% |
$62.7K - $69.3K
|
124
$71.8K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-140- 1.34% |
$63.1K - $69.8K
|
10.3K
$5.98M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-143- 0.13% |
$64.5K - $71.3K
|
110K
$63.5M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-144- 4.53% |
$64.9K - $71.8K
|
3.04K
$1.76M
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-144- 10.35% |
$64.9K - $71.8K
|
1.25K
$722K
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-145- 8.96% |
$65.4K - $72.3K
|
1.47K
$854K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-145- 6.17% |
$65.4K - $72.3K
|
2.21K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-145- 1.88% |
$65.4K - $72.3K
|
7.57K
$4.38M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-149- 9.41% |
$67.2K - $74.3K
|
1.43K
$830K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-149- 2.04% |
$67.2K - $74.3K
|
7.15K
$4.14M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-152- 6.93% |
$68.5K - $75.7K
|
2.04K
$1.18M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 2.48% |
$68.5K - $75.7K
|
5.97K
$3.45M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-156- 10.37% |
$70.3K - $77.7K
|
1.35K
$781K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-156- 3.17% |
$70.3K - $77.7K
|
4.77K
$2.76M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-157- 5.16% |
$70.8K - $78.2K
|
2.89K
$1.67M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-161- 1.47% |
$72.6K - $80.2K
|
10.8K
$6.24M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 0.67% |
$72.6K - $80.2K
|
23.9K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-161- 26.52% |
$72.6K - $80.2K
|
446
$258K
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-164- 1.46% |
$73.9K - $81.7K
|
11.1K
$6.43M
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-164- 0.7% |
$73.9K - $81.7K
|
23.2K
$13.4M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-167- 0.85% |
$75.3K - $83.2K
|
19.5K
$11.3M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-177- 4.04% |
$79.8K - $88.2K
|
4.21K
$2.44M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-178- 2.0% |
$80.3K - $88.7K
|
8.74K
$5.06M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-179- 0.78% |
$80.7K - $89.2K
|
22.7K
$13.1M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-180- 5.16% |
$81.2K - $89.7K
|
3.31K
$1.92M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-182- 2.16% |
$82.1K - $90.7K
|
8.24K
$4.77M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-188- 9.75% |
$84.8K - $93.7K
|
1.74K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-192- 19.28% |
$86.6K - $95.7K
|
804
$466K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-197- 1.92% |
$88.8K - $98.2K
|
10.1K
$5.84M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 20.0% |
$90.2K - $99.7K
|
800
$463K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-204- 1.55% |
$92K - $102K
|
12.9K
$7.5M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-208- 13.01% |
$93.8K - $104K
|
1.39K
$806K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-209- 0.43% |
$94.2K - $104K
|
48.3K
$28M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-213- 13.57% |
$96K - $106K
|
1.36K
$786K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-215- 1.66% |
$96.9K - $107K
|
12.7K
$7.37M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-219- 2.13% |
$98.7K - $109K
|
10.1K
$5.83M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-222- 0.4% |
$100K - $111K
|
55.8K
$32.3M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-223- 2.46% |
$101K - $111K
|
8.84K
$5.12M
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-223- 4.94% |
$101K - $111K
|
4.3K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-227- 2.47% |
$102K - $113K
|
8.95K
$5.18M
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-234- 2.8% |
$106K - $117K
|
8.12K
$4.7M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-234- 16.28% |
$106K - $117K
|
1.2K
$697K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-238- 2.24% |
$107K - $119K
|
10.4K
$6.02M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-241- 2.42% |
$109K - $120K
|
9.71K
$5.63M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-245- 1.95% |
$110K - $122K
|
12.3K
$7.13M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-245- 1.2% |
$110K - $122K
|
20.3K
$11.7M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-250- 2.83% |
$113K - $125K
|
8.57K
$4.96M
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-252- 9.55% |
$114K - $126K
|
2.39K
$1.38M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-252- 2.15% |
$114K - $126K
|
11.5K
$6.64M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-253- 8.11% |
$114K - $126K
|
2.87K
$1.66M
|