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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66K- 17.52% |
$705K - $850K
|
7.8K
$4.57M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.71K- 13.44% |
$725K - $874K
|
11K
$6.43M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.76K- 14.72% |
$747K - $901K
|
10.2K
$5.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.81K- 1.4% |
$769K - $927K
|
127K
$74.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.83K- 21.12% |
$776K - $935K
|
6.82K
$3.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.95K- 13.12% |
$827K - $997K
|
12.9K
$7.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.97K- 2.8% |
$838K - $1.01M
|
68.4K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.99K- 51.44% |
$844K - $1.02M
|
1.88K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 22.88% |
$874K - $1.05M
|
6.93K
$4.05M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.1K- 6.95% |
$891K - $1.07M
|
28.1K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.3K- 2.83% |
$978K - $1.18M
|
78.9K
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.35K- 8.17% |
$997K - $1.2M
|
26.4K
$15.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.4K- 2.04% |
$1.02M - $1.23M
|
115K
$67.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.44K- 3.66% |
$1.04M - $1.25M
|
64.1K
$37.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.65K- 0.54% |
$1.12M - $1.36M
|
490K
$287M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.89K- 7.07% |
$1.23M - $1.48M
|
37.9K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.93K- 2.02% |
$1.25M - $1.5M
|
142K
$83.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.21K- 12.15% |
$1.36M - $1.64M
|
23.2K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.32K- 75.74% |
$1.41M - $1.7M
|
1.06K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.43K- 21.97% |
$1.46M - $1.76M
|
12.2K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.47K- 0.3% |
$1.48M - $1.78M
|
1.15M
$674M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.5K- 12.56% |
$1.49M - $1.8M
|
24.4K
$14.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.88K- 9.33% |
$1.65M - $1.99M
|
37.7K
$22.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4K- 71.17% |
$1.7M - $2.05M
|
1.62K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.07K- 6.43% |
$1.73M - $2.09M
|
59.3K
$34.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.15K- 6.15% |
$1.76M - $2.13M
|
63.3K
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.2K- 7.79% |
$1.79M - $2.15M
|
49.7K
$29.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-4.28K- 2.07% |
$1.82M - $2.19M
|
203K
$119M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.42K- 76.4% |
$1.88M - $2.27M
|
1.37K
$800K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.46K- 58.48% |
$1.9M - $2.29M
|
3.17K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.67K- 88.0% |
$1.98M - $2.39M
|
636
$372K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.01K- 25.81% |
$2.13M - $2.57M
|
14.4K
$8.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.31K- 1.98% |
$2.26M - $2.72M
|
263K
$154M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.45K- 26.28% |
$2.31M - $2.79M
|
15.3K
$8.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.48K- 31.78% |
$2.33M - $2.81M
|
11.8K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.83K- 46.63% |
$2.48M - $2.99M
|
6.67K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.08K- 57.95% |
$2.58M - $3.11M
|
4.41K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.2K- 88.46% |
$2.63M - $3.18M
|
808
$473K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.54K- 4.44% |
$2.78M - $3.35M
|
141K
$82.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6.9K- 26.4% |
$2.93M - $3.54M
|
19.2K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-7.03K- 13.96% |
$2.99M - $3.6M
|
43.3K
$25.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.29K- 85.33% |
$3.1M - $3.74M
|
1.25K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-9.94K- 20.27% |
$4.23M - $5.1M
|
39.1K
$22.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.2K- 1.29% |
$4.34M - $5.23M
|
782K
$458M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 3.95% |
$4.56M - $5.5M
|
261K
$153M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10.8K- 52.31% |
$4.59M - $5.53M
|
9.84K
$5.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.1K- 1.01% |
$4.7M - $5.67M
|
1.08M
$633M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 58.8% |
$5.18M - $6.25M
|
8.54K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.7K- 37.76% |
$5.81M - $7M
|
22.5K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14K- 11.7% |
$5.96M - $7.18M
|
106K
$61.9M
|