Purchases and Sales Made in Q3 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 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 10, 2023 Q3 2023
Sabal Trust CO

BUY
 -
1.08K
+ 234.64%
$486K - $537K
1.54K $919K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
1.04K
+ 0.98%
$468K - $517K
107K $64M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
1.03K
+ 629.27%
$465K - $514K
1.2K $716K
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
1.01K
New
$453K - $501K
1.01K $601K
Nov 13, 2023 Q3 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
1K
New
$451K - $498K
1K $598K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
989
+ 4.73%
$446K - $493K
21.9K $13.1M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
976
New
$440K - $486K
976 $584K
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

BUY
 -
960
+ 5.89%
$433K - $478K
17.2K $10.3M
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
928
+ 2.89%
$418K - $462K
33.1K $19.8M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
916
+ 217.06%
$413K - $456K
1.34K $801K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
871
+ 4.22%
$393K - $434K
21.5K $12.9M
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
841
+ 2.49%
$379K - $419K
34.6K $20.7M
Oct 31, 2023 Q3 2023
Jennison Associates LLC

BUY
 -
833
New
$376K - $415K
833 $498K
Nov 14, 2023 Q3 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
833
New
$376K - $415K
833 $498K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
820
+ 177.11%
$370K - $409K
1.28K $768K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
741
+ 27.52%
$334K - $369K
3.43K $2.05M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
737
+ 10.36%
$332K - $367K
7.85K $4.7M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
734
+ 89.73%
$331K - $366K
1.55K $929K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
724
New
$326K - $361K
724 $433K
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
717
+ 83.08%
$323K - $357K
1.58K $945K
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
706
+ 1.02%
$318K - $352K
69.8K $41.8M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
705
New
$318K - $351K
705 $422K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
701
+ 64.14%
$316K - $349K
1.79K $1.07M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
700
New
$316K - $349K
700 $419K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
696
+ 133.08%
$314K - $347K
1.22K $729K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
691
+ 5.08%
$312K - $344K
14.3K $8.55M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
690
+ 99.0%
$311K - $344K
1.39K $830K
Nov 14, 2023 Q3 2023
Montz Harcus Wealth Management LLC

BUY
 -
669
+ 4.97%
$302K - $333K
14.1K $8.46M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
660
+ 178.38%
$298K - $329K
1.03K $616K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
656
+ 14.0%
$296K - $327K
5.34K $3.2M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
647
New
$292K - $322K
647 $387K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
632
New
$285K - $315K
632 $378K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
606
New
$273K - $302K
606 $363K
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
605
+ 3.98%
$273K - $301K
15.8K $9.46M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
600
New
$271K - $299K
600 $359K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
596
+ 2.12%
$269K - $297K
28.7K $17.2M
Oct 05, 2023 Q3 2023
Qp Wealth Management, LLC

BUY
 -
595
New
$268K - $297K
595 $356K
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
567
+ 50.76%
$256K - $283K
1.68K $1.01M
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
561
New
$253K - $280K
561 $336K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
556
New
$251K - $277K
556 $333K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
547
+ 35.8%
$247K - $273K
2.08K $1.24M
Oct 30, 2023 Q3 2023
Qcm Cayman, Ltd.

BUY
 -
537
New
$242K - $268K
537 $321K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
517
+ 8.52%
$233K - $258K
6.58K $3.94M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
513
New
$231K - $256K
513 $307K
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
502
+ 96.35%
$226K - $250K
1.02K $612K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
501
+ 1391.67%
$226K - $250K
537 $321K
Nov 21, 2023 Q3 2023
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
500
New
$225K - $249K
500 $299K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
500
New
$225K - $249K
500 $299K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
498
+ 115.28%
$225K - $248K
930 $556K

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