Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-7- 0.05% |
$2.98K - $3.59K
|
14.6K
$8.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$2.98K - $3.59K
|
13.5K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-8- 0.75% |
$3.4K - $4.1K
|
1.06K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.43% |
$3.4K - $4.1K
|
1.87K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.88% |
$4.25K - $5.13K
|
1.12K
$654K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10- 1.16% |
$4.25K - $5.13K
|
855
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-10- 0.63% |
$4.25K - $5.13K
|
1.59K
$928K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.64% |
$4.25K - $5.13K
|
1.56K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.84% |
$4.25K - $5.13K
|
1.19K
$693K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10- 1.64% |
$4.25K - $5.13K
|
600
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-10- 0.24% |
$4.25K - $5.13K
|
4.15K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11- 5.7% |
$4.68K - $5.64K
|
182
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-11- 2.17% |
$4.68K - $5.64K
|
496
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 7.33% |
$4.68K - $5.64K
|
139
$81.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-12- 0.12% |
$5.1K - $6.15K
|
9.74K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12- 1.91% |
$5.1K - $6.15K
|
615
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12- 0.06% |
$5.1K - $6.15K
|
20.3K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.1% |
$5.1K - $6.15K
|
11.9K
$6.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 12.0% |
$5.1K - $6.15K
|
88
$51.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-13- 0.84% |
$5.53K - $6.66K
|
1.54K
$899K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13- 1.35% |
$5.53K - $6.66K
|
947
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14- 0.24% |
$5.95K - $7.18K
|
5.89K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15- 0.89% |
$6.38K - $7.69K
|
1.67K
$977K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.19% |
$6.38K - $7.69K
|
7.86K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15- 0.98% |
$6.38K - $7.69K
|
1.51K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 3.3% |
$6.38K - $7.69K
|
440
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15- 0.07% |
$6.38K - $7.69K
|
21.9K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.15% |
$6.38K - $7.69K
|
10.3K
$6.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 1.36% |
$6.38K - $7.69K
|
1.09K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-16- 0.29% |
$6.8K - $8.2K
|
5.5K
$3.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-17- 0.32% |
$7.23K - $8.71K
|
5.34K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-17- 13.71% |
$7.23K - $8.71K
|
107
$62.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
SELL
|
- |
-18- 2.92% |
$7.65K - $9.23K
|
599
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-18- 4.04% |
$7.65K - $9.23K
|
428
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 1.4% |
$7.65K - $9.23K
|
1.27K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-19- 1.4% |
$8.08K - $9.74K
|
1.34K
$781K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-19- 1.86% |
$8.08K - $9.74K
|
1K
$586K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-20- 1.88% |
$8.5K - $10.3K
|
1.04K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-20- 0.75% |
$8.5K - $10.3K
|
2.66K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.56% |
$8.5K - $10.3K
|
3.53K
$2.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-20- 0.89% |
$8.5K - $10.3K
|
2.22K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-22- 0.05% |
$9.35K - $11.3K
|
46.9K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-22- 3.04% |
$9.35K - $11.3K
|
702
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-23- 2.13% |
$9.78K - $11.8K
|
1.06K
$617K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-23- 0.58% |
$9.78K - $11.8K
|
3.91K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-24- 0.75% |
$10.2K - $12.3K
|
3.17K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.21% |
$10.2K - $12.3K
|
11.5K
$6.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-24- 0.86% |
$10.2K - $12.3K
|
2.78K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-25- 1.95% |
$10.6K - $12.8K
|
1.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-25- 3.08% |
$10.6K - $12.8K
|
786
$459K
|