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 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-441- 2.89% |
$199K - $220K
|
14.8K
$8.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-446- 12.28% |
$201K - $222K
|
3.19K
$1.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-455- 56.8% |
$205K - $227K
|
346
$205K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-475- 10.81% |
$214K - $237K
|
3.92K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-493- 3.06% |
$222K - $246K
|
15.6K
$9.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-497- 2.12% |
$224K - $248K
|
23K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.6% |
$225K - $249K
|
30.7K
$18.2M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-522- 9.41% |
$235K - $260K
|
5.02K
$2.98M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-547- 1.18% |
$247K - $273K
|
46K
$27.3M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-551- 1.49% |
$248K - $275K
|
36.4K
$21.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-557- 2.69% |
$251K - $278K
|
20.1K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-575- 12.87% |
$259K - $287K
|
3.89K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-582- 16.97% |
$262K - $290K
|
2.85K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-585- 27.21% |
$264K - $292K
|
1.57K
$928K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-615- 6.48% |
$277K - $306K
|
8.87K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-622- 0.23% |
$280K - $310K
|
273K
$162M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-630- 13.8% |
$284K - $314K
|
3.93K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-637- 52.17% |
$287K - $317K
|
584
$346K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-684- 18.78% |
$308K - $341K
|
2.96K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-691- 2.07% |
$312K - $344K
|
32.8K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-705- 40.01% |
$318K - $351K
|
1.06K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-709- 7.7% |
$320K - $353K
|
8.5K
$5.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-713- 11.86% |
$321K - $355K
|
5.3K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-725- 6.04% |
$327K - $361K
|
11.3K
$6.69M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-770- 3.99% |
$347K - $384K
|
18.5K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-789- 2.66% |
$356K - $393K
|
28.8K
$17.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-806- 13.55% |
$363K - $402K
|
5.14K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-823- 5.01% |
$371K - $410K
|
15.6K
$9.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-843- 6.02% |
$380K - $420K
|
13.2K
$7.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-844- 0.85% |
$381K - $421K
|
98.5K
$58.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-872- 16.32% |
$393K - $435K
|
4.47K
$2.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-937- 63.18% |
$422K - $467K
|
546
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-950- 1.67% |
$428K - $473K
|
55.8K
$33.1M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-967- 31.24% |
$436K - $482K
|
2.13K
$1.26M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-977- 68.95% |
$441K - $487K
|
440
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-989- 1.2% |
$446K - $493K
|
81.2K
$48.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-989- 3.73% |
$446K - $493K
|
25.6K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.02K- 16.31% |
$461K - $509K
|
5.25K
$3.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.04K- 11.46% |
$468K - $517K
|
8.01K
$4.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.1K- 4.96% |
$494K - $546K
|
21K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.17K- 11.7% |
$525K - $581K
|
8.79K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.18K- 48.01% |
$532K - $588K
|
1.28K
$758K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.23K- 1.81% |
$555K - $613K
|
66.5K
$39.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.3K- 20.75% |
$588K - $650K
|
4.98K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.32K- 2.66% |
$593K - $655K
|
48.1K
$28.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.33K- 8.31% |
$598K - $661K
|
14.6K
$8.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.38K- 2.05% |
$620K - $685K
|
65.8K
$39M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.43K- 5.0% |
$644K - $712K
|
27.1K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.45K- 6.68% |
$654K - $723K
|
20.3K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 58.65% |
$688K - $760K
|
1.08K
$638K
|