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 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-445- 6.58% |
$189K - $228K
|
6.31K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-451- 20.96% |
$192K - $231K
|
1.7K
$994K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-452- 7.16% |
$192K - $232K
|
5.86K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-464- 4.84% |
$197K - $238K
|
9.12K
$5.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-473- 5.41% |
$201K - $242K
|
8.26K
$4.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-476- 0.32% |
$202K - $244K
|
146K
$85.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-485- 6.91% |
$206K - $249K
|
6.54K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-500- 2.17% |
$213K - $256K
|
22.5K
$13.1M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-500- 12.83% |
$213K - $256K
|
3.4K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-507- 13.12% |
$216K - $260K
|
3.36K
$1.96M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-517- 3.58% |
$220K - $265K
|
13.9K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-517- 6.03% |
$220K - $265K
|
8.05K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-529- 16.26% |
$225K - $271K
|
2.72K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-530- 2.34% |
$225K - $272K
|
22.2K
$12.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-531- 3.34% |
$226K - $272K
|
15.3K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-548- 0.4% |
$233K - $281K
|
137K
$80.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-563- 3.36% |
$239K - $289K
|
16.2K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-589- 6.43% |
$250K - $302K
|
8.58K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-597- 2.15% |
$254K - $306K
|
27.1K
$15.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-622- 0.95% |
$264K - $319K
|
65.1K
$38M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-625- 26.56% |
$266K - $320K
|
1.73K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-677- 1.91% |
$288K - $347K
|
34.7K
$20.3M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-709- 25.93% |
$301K - $363K
|
2.03K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-709- 5.17% |
$301K - $363K
|
13K
$7.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-717- 4.96% |
$305K - $368K
|
13.7K
$8.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-745- 2.25% |
$317K - $382K
|
32.3K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-746- 3.53% |
$317K - $382K
|
20.4K
$11.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-775- 1.59% |
$329K - $397K
|
47.8K
$27.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-794- 3.46% |
$338K - $407K
|
22.2K
$12.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-815- 46.73% |
$346K - $418K
|
929
$543K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-963- 1.38% |
$409K - $494K
|
68.9K
$40.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-993- 4.27% |
$422K - $509K
|
22.2K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.01K- 99.9% |
$428K - $516K
|
1
$584
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 3.77% |
$434K - $524K
|
26.1K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.08K- 38.57% |
$459K - $554K
|
1.72K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.1K- 91.64% |
$466K - $562K
|
100
$58.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.11K- 50.0% |
$474K - $571K
|
1.11K
$651K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.12K- 10.77% |
$475K - $573K
|
9.25K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.13K- 4.35% |
$479K - $578K
|
24.8K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 3.62% |
$513K - $619K
|
32.2K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 56.77% |
$521K - $628K
|
933
$545K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.23K- 5.84% |
$521K - $628K
|
19.8K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.23K- 15.3% |
$521K - $628K
|
6.79K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.27K- 61.25% |
$540K - $652K
|
804
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 2.28% |
$570K - $687K
|
57.6K
$33.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.42K- 54.59% |
$604K - $728K
|
1.18K
$690K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.45K- 7.44% |
$616K - $742K
|
18K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.46K- 3.48% |
$621K - $748K
|
40.4K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.55K- 36.14% |
$660K - $796K
|
2.74K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.62K- 6.33% |
$688K - $829K
|
23.9K
$14M
|