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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-25- 3.71% |
$10.6K - $12.8K
|
648
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 1.98% |
$10.6K - $12.8K
|
1.24K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25- 0.48% |
$10.6K - $12.8K
|
5.15K
$3.01M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-25- 1.21% |
$10.6K - $12.8K
|
2.05K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-26- 2.73% |
$11.1K - $13.3K
|
926
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26- 2.7% |
$11.1K - $13.3K
|
938
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-26- 3.21% |
$11.1K - $13.3K
|
784
$458K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 0.4% |
$11.5K - $13.8K
|
6.69K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-27- 2.66% |
$11.5K - $13.8K
|
987
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-27- 1.33% |
$11.5K - $13.8K
|
2.01K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-28- 0.71% |
$11.9K - $14.4K
|
3.89K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.83% |
$12.8K - $15.4K
|
3.59K
$2.09M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 15.79% |
$12.8K - $15.4K
|
160
$93.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-30- 0.6% |
$12.8K - $15.4K
|
5K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-30- 1.45% |
$12.8K - $15.4K
|
2.05K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 32.26% |
$12.8K - $15.4K
|
63
$36.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-31- 0.19% |
$13.2K - $15.9K
|
16.3K
$9.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-31- 0.76% |
$13.2K - $15.9K
|
4.05K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-31- 0.3% |
$13.2K - $15.9K
|
10.3K
$6M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-31- 0.31% |
$13.2K - $15.9K
|
10K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32- 0.56% |
$13.6K - $16.4K
|
5.68K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-33- 5.45% |
$14K - $16.9K
|
573
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 0.16% |
$14.5K - $17.4K
|
20.9K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-34- 1.13% |
$14.5K - $17.4K
|
2.99K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-37- 2.28% |
$15.7K - $19K
|
1.59K
$927K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-37- 0.66% |
$15.7K - $19K
|
5.53K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-37- 3.31% |
$15.7K - $19K
|
1.08K
$632K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-37- 1.17% |
$15.7K - $19K
|
3.11K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 6.96% |
$16.2K - $19.5K
|
508
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 8.88% |
$16.2K - $19.5K
|
390
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-39- 10.83% |
$16.6K - $20K
|
321
$187K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-39- 2.33% |
$16.6K - $20K
|
1.63K
$954K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-40- 0.49% |
$17K - $20.5K
|
8.09K
$4.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-40- 4.08% |
$17K - $20.5K
|
941
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-41- 4.41% |
$17.4K - $21K
|
888
$519K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-42- 5.86% |
$17.9K - $21.5K
|
675
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 38.89% |
$17.9K - $21.5K
|
66
$38.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-43- 19.55% |
$18.3K - $22K
|
177
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-44- 0.43% |
$18.7K - $22.6K
|
10.2K
$5.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-45- 0.61% |
$19.1K - $23.1K
|
7.36K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-45- 1.49% |
$19.1K - $23.1K
|
2.98K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.53% |
$19.6K - $23.6K
|
8.65K
$5.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-47- 1.71% |
$20K - $24.1K
|
2.7K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-47- 0.09% |
$20K - $24.1K
|
53.8K
$31.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-48- 1.54% |
$20.4K - $24.6K
|
3.06K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 17.31% |
$20.8K - $25.1K
|
234
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-50- 3.16% |
$21.3K - $25.6K
|
1.53K
$896K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-50- 1.74% |
$21.3K - $25.6K
|
2.83K
$1.65M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 50.0% |
$21.3K - $25.6K
|
50
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-51- 0.53% |
$21.7K - $26.1K
|
9.66K
$5.64M
|