Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-255- 2.46% |
$115K - $127K
|
10.1K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-255- 1.86% |
$115K - $127K
|
13.5K
$7.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-255- 3.41% |
$115K - $127K
|
7.22K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-256- 33.33% |
$115K - $128K
|
512
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-258- 0.12% |
$116K - $129K
|
207K
$117M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-261- 6.9% |
$118K - $130K
|
3.52K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-261- 5.39% |
$118K - $130K
|
4.58K
$2.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-273- 59.09% |
$123K - $136K
|
189
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-281- 9.29% |
$127K - $140K
|
2.74K
$1.55M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-283- 7.71% |
$128K - $141K
|
3.39K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 3.83% |
$128K - $142K
|
7.13K
$4.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-285- 25.29% |
$129K - $142K
|
842
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-288- 14.69% |
$130K - $144K
|
1.67K
$947K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-292- 0.7% |
$132K - $146K
|
41.6K
$23.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-293- 3.1% |
$132K - $146K
|
9.17K
$5.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-300- 75.0% |
$135K - $149K
|
100
$56.7K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-300- 39.53% |
$135K - $149K
|
459
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-302- 1.15% |
$136K - $150K
|
25.9K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-305- 19.91% |
$138K - $152K
|
1.23K
$695K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-305- 5.73% |
$138K - $152K
|
5.02K
$2.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-307- 5.11% |
$138K - $153K
|
5.7K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-311- 1.55% |
$140K - $155K
|
19.7K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-316- 7.02% |
$142K - $157K
|
4.19K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-319- 14.56% |
$144K - $159K
|
1.87K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-320- 0.89% |
$144K - $159K
|
35.8K
$20.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-328- 6.85% |
$148K - $163K
|
4.46K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-330- 70.82% |
$149K - $164K
|
136
$77K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-330- 10.01% |
$149K - $164K
|
2.97K
$1.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-350- 0.76% |
$158K - $174K
|
45.7K
$25.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-352- 0.3% |
$159K - $175K
|
117K
$66.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-354- 5.78% |
$160K - $176K
|
5.77K
$3.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-357- 11.73% |
$161K - $178K
|
2.69K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-360- 26.59% |
$162K - $179K
|
994
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-385- 4.96% |
$174K - $192K
|
7.38K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-392- 4.59% |
$177K - $195K
|
8.15K
$4.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-401- 1.68% |
$181K - $200K
|
23.4K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-402- 4.86% |
$181K - $200K
|
7.87K
$4.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-404- 4.77% |
$182K - $201K
|
8.06K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-405- 3.17% |
$183K - $202K
|
12.4K
$7.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-407- 30.46% |
$184K - $203K
|
929
$526K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-410- 20.22% |
$185K - $204K
|
1.62K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-410- 21.75% |
$185K - $204K
|
1.48K
$836K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-410- 1.53% |
$185K - $204K
|
26.3K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-417- 1.23% |
$188K - $208K
|
33.4K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-425- 1.99% |
$192K - $212K
|
20.9K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-425- 2.54% |
$192K - $212K
|
16.3K
$9.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-429- 0.63% |
$193K - $214K
|
67.5K
$38.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-430- 34.73% |
$194K - $214K
|
808
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 42.27% |
$195K - $215K
|
590
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-435- 11.59% |
$196K - $217K
|
3.32K
$1.88M
|