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 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-51- 1.28% |
$21.7K - $26.1K
|
3.94K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-51- 4.16% |
$21.7K - $26.1K
|
1.18K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-53- 0.14% |
$22.5K - $27.2K
|
37.2K
$21.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-55- 0.27% |
$23.4K - $28.2K
|
20.1K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-55- 0.6% |
$23.4K - $28.2K
|
9.12K
$5.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-57- 2.32% |
$24.2K - $29.2K
|
2.4K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-58- 1.64% |
$24.7K - $29.7K
|
3.47K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-58- 10.82% |
$24.7K - $29.7K
|
478
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-59- 5.71% |
$25.1K - $30.2K
|
975
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-60- 9.76% |
$25.5K - $30.8K
|
555
$324K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.76% |
$25.5K - $30.8K
|
7.79K
$4.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.74% |
$25.5K - $30.8K
|
8.04K
$4.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-62- 11.81% |
$26.4K - $31.8K
|
463
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-62- 7.57% |
$26.4K - $31.8K
|
757
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-63- 1.2% |
$26.8K - $32.3K
|
5.17K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-64- 0.87% |
$27.2K - $32.8K
|
7.32K
$4.27M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-64- 4.91% |
$27.2K - $32.8K
|
1.24K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-66- 0.4% |
$28.1K - $33.8K
|
16.5K
$9.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-66- 4.17% |
$28.1K - $33.8K
|
1.52K
$887K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-68- 0.89% |
$28.9K - $34.9K
|
7.58K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-68- 2.53% |
$28.9K - $34.9K
|
2.62K
$1.53M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-71- 6.85% |
$30.2K - $36.4K
|
965
$564K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-71- 1.61% |
$30.2K - $36.4K
|
4.35K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-74- 0.67% |
$31.5K - $37.9K
|
11K
$6.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-75- 48.7% |
$31.9K - $38.4K
|
79
$46.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.15% |
$31.9K - $38.4K
|
2.31K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 1.14% |
$31.9K - $38.4K
|
6.51K
$3.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-77- 0.54% |
$32.7K - $39.5K
|
14.1K
$8.22M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-77- 0.42% |
$32.7K - $39.5K
|
18.4K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-77- 0.16% |
$32.7K - $39.5K
|
48.8K
$28.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-80- 10.7% |
$34K - $41K
|
668
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 15.69% |
$34K - $41K
|
430
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-83- 7.69% |
$35.3K - $42.5K
|
997
$582K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-83- 3.41% |
$35.3K - $42.5K
|
2.35K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-87- 13.04% |
$37K - $44.6K
|
580
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-87- 0.88% |
$37K - $44.6K
|
9.84K
$5.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-88- 9.28% |
$37.4K - $45.1K
|
860
$502K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 14.92% |
$37.4K - $45.1K
|
502
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-90- 15.76% |
$38.3K - $46.1K
|
481
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 8.01% |
$38.7K - $46.6K
|
1.05K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-91- 0.52% |
$38.7K - $46.6K
|
17.5K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.45% |
$40K - $48.2K
|
20.7K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-97- 0.73% |
$41.2K - $49.7K
|
13.1K
$7.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-98- 2.87% |
$41.7K - $50.2K
|
3.32K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-99- 0.18% |
$42.1K - $50.7K
|
55.7K
$32.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-99- 17.01% |
$42.1K - $50.7K
|
483
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 3.55% |
$42.5K - $51.3K
|
2.71K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-100- 0.74% |
$42.5K - $51.3K
|
13.3K
$7.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 4.79% |
$42.5K - $51.3K
|
1.99K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 5.33% |
$42.5K - $51.3K
|
1.78K
$1.04M
|