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 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29+ 4.59% |
$12.3K - $14.9K
|
661
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
24+ 0.14% |
$10.2K - $12.3K
|
16.7K
$10M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.6% |
$9.78K - $11.8K
|
3.83K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22+ 0.25% |
$9.35K - $11.3K
|
8.81K
$5.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
21+ 0.85% |
$8.93K - $10.8K
|
2.49K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.97% |
$8.93K - $10.8K
|
2.18K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
21+ 0.26% |
$8.93K - $10.8K
|
8.08K
$4.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
20+ 0.88% |
$8.5K - $10.3K
|
2.29K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.91% |
$8.08K - $9.74K
|
2.1K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
19+ 3.74% |
$8.08K - $9.74K
|
527
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.35% |
$7.23K - $8.71K
|
4.85K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
17+ 0.38% |
$7.23K - $8.71K
|
4.52K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
16+ 3.16% |
$6.8K - $8.2K
|
523
$313K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
16New |
$6.8K - $8.2K
|
16
$9.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16+ 0.12% |
$6.8K - $8.2K
|
13.2K
$7.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15+ 1.0% |
$6.38K - $7.69K
|
1.52K
$909K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$6.38K - $7.69K
|
15
$8.97K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.49% |
$6.38K - $7.69K
|
3.1K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 3.1% |
$5.95K - $7.18K
|
466
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 1.72% |
$5.95K - $7.18K
|
829
$496K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$5.53K - $6.66K
|
13
$7.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 76.47% |
$5.53K - $6.66K
|
30
$17.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 2.08% |
$5.53K - $6.66K
|
638
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
12+ 0.19% |
$5.1K - $6.15K
|
6.31K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 64.71% |
$4.68K - $5.64K
|
28
$16.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11+ 3.22% |
$4.68K - $5.64K
|
353
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
11+ 0.48% |
$4.68K - $5.64K
|
2.31K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 0.87% |
$3.83K - $4.61K
|
1.04K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.2% |
$3.83K - $4.61K
|
4.5K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9+ 1.55% |
$3.83K - $4.61K
|
591
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.36% |
$2.98K - $3.59K
|
1.97K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.27% |
$2.98K - $3.59K
|
558
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$2.55K - $3.08K
|
1.86K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$2.55K - $3.08K
|
1.93K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
6+ 0.13% |
$2.55K - $3.08K
|
4.59K
$2.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$2.55K - $3.08K
|
1.93K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
6+ 0.16% |
$2.55K - $3.08K
|
3.86K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.26% |
$2.55K - $3.08K
|
2.33K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6+ 0.96% |
$2.55K - $3.08K
|
629
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.36% |
$2.13K - $2.56K
|
1.39K
$834K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.39% |
$2.13K - $2.56K
|
1.28K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 4.63% |
$2.13K - $2.56K
|
113
$67.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.4% |
$1.7K - $2.05K
|
1.01K
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.29% |
$1.7K - $2.05K
|
1.4K
$835K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4+ 0.32% |
$1.7K - $2.05K
|
1.25K
$748K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.51% |
$1.7K - $2.05K
|
790
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.24% |
$1.28K - $1.54K
|
1.24K
$744K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.12% |
$1.28K - $1.54K
|
2.44K
$1.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 1.08% |
$1.28K - $1.54K
|
282
$169K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2+ 0.07% |
$850 - $1.03K
|
2.92K
$1.75M
|