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
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
71New |
$32K - $35.4K
|
71
$40.2K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
70+ 0.36% |
$31.6K - $34.9K
|
19.3K
$10.9M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
70+ 15.12% |
$31.6K - $34.9K
|
533
$302K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
69+ 4.21% |
$31.1K - $34.4K
|
1.71K
$968K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
66+ 3.34% |
$29.8K - $32.9K
|
2.04K
$1.16M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
65+ 2.28% |
$29.3K - $32.4K
|
2.92K
$1.65M
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
63+ 1.27% |
$28.4K - $31.4K
|
5.03K
$2.85M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61+ 5.84% |
$27.5K - $30.4K
|
1.11K
$627K
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
60+ 3.11% |
$27.1K - $29.9K
|
1.99K
$1.13M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60+ 2.18% |
$27.1K - $29.9K
|
2.81K
$1.59M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
58+ 1.23% |
$26.2K - $28.9K
|
4.78K
$2.71M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.71% |
$25.7K - $28.4K
|
8.1K
$4.59M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
57+ 5.96% |
$25.7K - $28.4K
|
1.01K
$574K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
56+ 3.57% |
$25.2K - $27.9K
|
1.62K
$920K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
55+ 3.05% |
$24.8K - $27.4K
|
1.86K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
53+ 1.9% |
$23.9K - $26.4K
|
2.85K
$1.61M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52+ 1.98% |
$23.4K - $25.9K
|
2.68K
$1.52M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
52+ 2.68% |
$23.4K - $25.9K
|
1.99K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
51+ 4.76% |
$23K - $25.4K
|
1.12K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.45% |
$22.5K - $24.9K
|
11.1K
$6.27M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
48+ 2.42% |
$21.6K - $23.9K
|
2.03K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
48+ 10.81% |
$21.6K - $23.9K
|
492
$279K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
46+ 0.09% |
$20.7K - $22.9K
|
48.9K
$27.7M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
45+ 1.14% |
$20.3K - $22.4K
|
3.99K
$2.26M
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
44+ 0.6% |
$19.8K - $21.9K
|
7.4K
$4.19M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 10.88% |
$18.9K - $20.9K
|
428
$242K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.95% |
$18.9K - $20.9K
|
4.49K
$2.54M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
42+ 0.32% |
$18.9K - $20.9K
|
13.2K
$7.49M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42+ 0.39% |
$18.9K - $20.9K
|
10.8K
$6.09M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
41New |
$18.5K - $20.4K
|
41
$23.2K
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
40+ 6.32% |
$18K - $19.9K
|
673
$381K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 5.44% |
$16.7K - $18.4K
|
717
$406K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 6.43% |
$16.2K - $17.9K
|
596
$338K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.26% |
$16.2K - $17.9K
|
13.8K
$7.8M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
35+ 3.83% |
$15.8K - $17.4K
|
948
$537K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
35+ 4.71% |
$15.8K - $17.4K
|
778
$441K
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
34+ 0.37% |
$15.3K - $16.9K
|
9.18K
$5.2M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34+ 1.14% |
$15.3K - $16.9K
|
3.02K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
30+ 0.3% |
$13.5K - $14.9K
|
10.1K
$5.74M
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
30+ 0.22% |
$13.5K - $14.9K
|
13.4K
$7.61M
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 2.72% |
$13.5K - $14.9K
|
1.13K
$642K
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
27+ 18.0% |
$12.2K - $13.5K
|
177
$100K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 5.05% |
$11.3K - $12.5K
|
520
$295K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25+ 0.24% |
$11.3K - $12.5K
|
10.4K
$5.87M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24+ 0.9% |
$10.8K - $12K
|
2.7K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
24+ 0.23% |
$10.8K - $12K
|
10.3K
$5.85M
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
24+ 1.23% |
$10.8K - $12K
|
1.97K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
24+ 0.86% |
$10.8K - $12K
|
2.8K
$1.59M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23+ 1.21% |
$10.4K - $11.5K
|
1.93K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 46.94% |
$10.4K - $11.5K
|
72
$40.8K
|