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 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
88+ 1.93% |
$37.4K - $45.1K
|
4.66K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$37.4K - $45.1K
|
88
$52.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$37K - $44.6K
|
87
$52.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
87+ 1.88% |
$37K - $44.6K
|
4.71K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
84+ 1.88% |
$35.7K - $43.1K
|
4.54K
$2.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 5.13% |
$34K - $41K
|
1.64K
$981K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.46% |
$32.7K - $39.5K
|
1.8K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.47% |
$32.7K - $39.5K
|
16.4K
$9.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
75+ 0.33% |
$31.9K - $38.4K
|
23K
$13.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
75+ 0.17% |
$31.9K - $38.4K
|
43.9K
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
74+ 3.71% |
$31.5K - $37.9K
|
2.07K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
72+ 2.33% |
$30.6K - $36.9K
|
3.16K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
71+ 4.89% |
$30.2K - $36.4K
|
1.52K
$911K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
71+ 13.32% |
$30.2K - $36.4K
|
604
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
71+ 1.84% |
$30.2K - $36.4K
|
3.93K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 31.88% |
$28.1K - $33.8K
|
273
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 3.27% |
$27.6K - $33.3K
|
2.05K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
65+ 8.35% |
$27.6K - $33.3K
|
843
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 1.21% |
$26.8K - $32.3K
|
5.28K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
59+ 4.38% |
$25.1K - $30.2K
|
1.41K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58+ 2.37% |
$24.7K - $29.7K
|
2.5K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
55+ 0.15% |
$23.4K - $28.2K
|
36.5K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
55+ 1.31% |
$23.4K - $28.2K
|
4.26K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
52New |
$22.1K - $26.7K
|
52
$31.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
50+ 4.2% |
$21.3K - $25.6K
|
1.24K
$742K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$21.3K - $25.6K
|
50
$29.9K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50+ 1.01% |
$21.3K - $25.6K
|
4.99K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
49+ 32.67% |
$20.8K - $25.1K
|
199
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
49+ 0.93% |
$20.8K - $25.1K
|
5.3K
$3.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
49+ 5.92% |
$20.8K - $25.1K
|
877
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
47+ 10.28% |
$20K - $24.1K
|
504
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46+ 1.3% |
$19.6K - $23.6K
|
3.59K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
45+ 9.96% |
$19.1K - $23.1K
|
497
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
44New |
$18.7K - $22.6K
|
44
$26.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
44+ 0.7% |
$18.7K - $22.6K
|
6.36K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
43+ 0.14% |
$18.3K - $22K
|
31.9K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$18.3K - $22K
|
43
$25.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
43+ 1.17% |
$18.3K - $22K
|
3.71K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
42New |
$17.9K - $21.5K
|
42
$25.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 8.13% |
$17K - $20.5K
|
532
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
40+ 6.91% |
$17K - $20.5K
|
619
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39+ 1.44% |
$16.6K - $20K
|
2.76K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
37+ 4.81% |
$15.7K - $19K
|
807
$483K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
36+ 7.41% |
$15.3K - $18.5K
|
522
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$13.6K - $16.4K
|
32
$19.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32+ 3.81% |
$13.6K - $16.4K
|
871
$521K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30+ 3.07% |
$12.8K - $15.4K
|
1.01K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
30+ 2.22% |
$12.8K - $15.4K
|
1.38K
$825K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 111.11% |
$12.8K - $15.4K
|
57
$34.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 5.42% |
$12.3K - $14.9K
|
564
$337K
|