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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-11- 2.04% |
$4.96K - $5.48K
|
527
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.85% |
$4.96K - $5.48K
|
1.29K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-12- 0.55% |
$5.41K - $5.98K
|
2.18K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-12- 2.03% |
$5.41K - $5.98K
|
579
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-12- 1.02% |
$5.41K - $5.98K
|
1.16K
$682K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 1.8% |
$5.41K - $5.98K
|
653
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 1.8% |
$5.41K - $5.98K
|
653
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-13- 2.2% |
$5.86K - $6.48K
|
579
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13- 0.12% |
$5.86K - $6.48K
|
11.2K
$6.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 0.74% |
$5.86K - $6.48K
|
1.74K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14- 0.14% |
$6.31K - $6.98K
|
9.75K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 3.06% |
$6.31K - $6.98K
|
444
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14- 0.27% |
$6.31K - $6.98K
|
5.17K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15- 0.41% |
$6.76K - $7.47K
|
3.62K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-15- 0.84% |
$6.76K - $7.47K
|
1.78K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-15- 0.39% |
$6.76K - $7.47K
|
3.86K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16- 3.4% |
$7.21K - $7.97K
|
455
$267K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16- 0.41% |
$7.21K - $7.97K
|
3.87K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-16- 1.51% |
$7.21K - $7.97K
|
1.04K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-16- 1.04% |
$7.21K - $7.97K
|
1.53K
$897K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-17- 0.63% |
$7.67K - $8.47K
|
2.67K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-17- 0.53% |
$7.67K - $8.47K
|
3.22K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17- 2.64% |
$7.67K - $8.47K
|
627
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18- 0.93% |
$8.12K - $8.97K
|
1.91K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-19- 5.49% |
$8.57K - $9.47K
|
327
$192K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 0.36% |
$8.57K - $9.47K
|
5.21K
$3.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-19- 2.68% |
$8.57K - $9.47K
|
691
$406K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 2.08% |
$9.02K - $9.97K
|
941
$553K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.59% |
$9.02K - $9.97K
|
3.38K
$1.99M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-22- 1.58% |
$9.92K - $11K
|
1.37K
$803K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-22- 0.22% |
$9.92K - $11K
|
9.93K
$5.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-22- 0.58% |
$9.92K - $11K
|
3.75K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23- 0.65% |
$10.4K - $11.5K
|
3.53K
$2.07M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 0.2% |
$10.8K - $12K
|
11.9K
$7.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 0.14% |
$10.8K - $12K
|
16.6K
$9.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-24- 0.64% |
$10.8K - $12K
|
3.75K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-25- 0.43% |
$11.3K - $12.5K
|
5.85K
$3.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-25- 1.24% |
$11.3K - $12.5K
|
2K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-25- 2.2% |
$11.3K - $12.5K
|
1.11K
$653K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-26- 2.32% |
$11.7K - $13K
|
1.1K
$644K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-26- 1.02% |
$11.7K - $13K
|
2.52K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 60.47% |
$11.7K - $13K
|
17
$9.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-27- 2.28% |
$12.2K - $13.5K
|
1.16K
$680K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29- 2.73% |
$13.1K - $14.5K
|
1.03K
$607K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-29- 22.31% |
$13.1K - $14.5K
|
101
$59.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 2.73% |
$13.5K - $14.9K
|
1.07K
$627K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-31- 1.26% |
$14K - $15.4K
|
2.44K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-33- 0.5% |
$14.9K - $16.4K
|
6.58K
$3.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 6.29% |
$14.9K - $16.4K
|
492
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-33- 1.64% |
$14.9K - $16.4K
|
1.98K
$1.16M
|