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 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
234+ 1.29% |
$106K - $117K
|
18.3K
$10.8M
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
230+ 30.22% |
$104K - $115K
|
991
$586K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
229+ 4.04% |
$103K - $114K
|
5.9K
$3.49M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
219+ 37.89% |
$98.7K - $109K
|
797
$471K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
218+ 0.95% |
$98.3K - $109K
|
23.2K
$13.7M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
213+ 38.38% |
$96K - $106K
|
768
$454K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
203+ 9.26% |
$91.5K - $101K
|
2.4K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
202New |
$91.1K - $101K
|
202
$119K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
199+ 0.72% |
$89.7K - $99.2K
|
27.7K
$16.4M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 33.57% |
$86.1K - $95.2K
|
760
$449K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 33.57% |
$86.1K - $95.2K
|
760
$449K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
183+ 1.55% |
$82.5K - $91.2K
|
12K
$7.08M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
175+ 26.24% |
$78.9K - $87.2K
|
842
$498K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 11.78% |
$78K - $86.2K
|
1.64K
$971K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
165+ 0.35% |
$74.4K - $82.2K
|
46.9K
$27.7M
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
160+ 2.14% |
$72.1K - $79.7K
|
7.65K
$4.52M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
157+ 6.88% |
$70.8K - $78.2K
|
2.44K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$67.6K - $74.7K
|
150
$88.7K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
150New |
$67.6K - $74.7K
|
150
$88.7K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
150+ 15.43% |
$67.6K - $74.7K
|
1.12K
$663K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$67.6K - $74.7K
|
150
$88.7K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
149+ 7.68% |
$67.2K - $74.3K
|
2.09K
$1.24M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
147+ 4.46% |
$66.3K - $73.3K
|
3.44K
$2.04M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
145+ 1.43% |
$65.4K - $72.3K
|
10.3K
$6.06M
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
144+ 0.29% |
$64.9K - $71.8K
|
50.3K
$29.8M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
140+ 14.0% |
$63.1K - $69.8K
|
1.14K
$674K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
131+ 11.17% |
$59.1K - $65.3K
|
1.3K
$771K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
125+ 28.22% |
$56.4K - $62.3K
|
568
$336K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
125+ 12.99% |
$56.4K - $62.3K
|
1.09K
$643K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125+ 4.07% |
$56.4K - $62.3K
|
3.2K
$1.89M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
125+ 7.55% |
$56.4K - $62.3K
|
1.78K
$1.05M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
121+ 3.24% |
$54.6K - $60.3K
|
3.86K
$2.28M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
119+ 7.76% |
$53.7K - $59.3K
|
1.65K
$977K
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
118+ 2.69% |
$53.2K - $58.8K
|
4.5K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118+ 11.59% |
$53.2K - $58.8K
|
1.14K
$672K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
117+ 3.17% |
$52.8K - $58.3K
|
3.81K
$2.25M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
115+ 1.42% |
$51.9K - $57.3K
|
8.24K
$4.87M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
103+ 2.42% |
$46.4K - $51.3K
|
4.36K
$2.58M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100New |
$45.1K - $49.8K
|
100
$59.1K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
98+ 2.05% |
$44.2K - $48.8K
|
4.89K
$2.89M
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
96+ 4.04% |
$43.3K - $47.8K
|
2.47K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
89+ 1.11% |
$40.1K - $44.4K
|
8.13K
$4.81M
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
88+ 3.97% |
$39.7K - $43.9K
|
2.3K
$1.36M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
87+ 15.0% |
$39.2K - $43.4K
|
667
$394K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
81+ 12.96% |
$36.5K - $40.4K
|
706
$417K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
76+ 14.81% |
$34.3K - $37.9K
|
589
$348K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
75+ 10.79% |
$33.8K - $37.4K
|
770
$455K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74+ 462.5% |
$33.4K - $36.9K
|
90
$53.2K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
72+ 0.35% |
$32.5K - $35.9K
|
20.8K
$12.3M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
72+ 0.77% |
$32.5K - $35.9K
|
9.48K
$5.6M
|