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 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
84+ 1.88% |
$35.7K - $43.1K
|
4.54K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 5.13% |
$34K - $41K
|
1.64K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.47% |
$32.7K - $39.5K
|
16.4K
$9.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.46% |
$32.7K - $39.5K
|
1.8K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
75+ 0.33% |
$31.9K - $38.4K
|
23K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
75+ 0.17% |
$31.9K - $38.4K
|
43.9K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
74+ 3.71% |
$31.5K - $37.9K
|
2.07K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
72+ 2.33% |
$30.6K - $36.9K
|
3.16K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
71+ 4.89% |
$30.2K - $36.4K
|
1.52K
$890K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
71+ 13.32% |
$30.2K - $36.4K
|
604
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
71+ 1.84% |
$30.2K - $36.4K
|
3.93K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 31.88% |
$28.1K - $33.8K
|
273
$159K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 3.27% |
$27.6K - $33.3K
|
2.05K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
65+ 8.35% |
$27.6K - $33.3K
|
843
$492K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 1.21% |
$26.8K - $32.3K
|
5.28K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
59+ 4.38% |
$25.1K - $30.2K
|
1.41K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58+ 2.37% |
$24.7K - $29.7K
|
2.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
55+ 1.31% |
$23.4K - $28.2K
|
4.26K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
55+ 0.15% |
$23.4K - $28.2K
|
36.5K
$21.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
52New |
$22.1K - $26.7K
|
52
$30.4K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$21.3K - $25.6K
|
50
$29.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
50+ 4.2% |
$21.3K - $25.6K
|
1.24K
$725K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50+ 1.01% |
$21.3K - $25.6K
|
4.99K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
49+ 5.92% |
$20.8K - $25.1K
|
877
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
49+ 32.67% |
$20.8K - $25.1K
|
199
$116K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
49+ 0.93% |
$20.8K - $25.1K
|
5.3K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
47+ 10.28% |
$20K - $24.1K
|
504
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46+ 1.3% |
$19.6K - $23.6K
|
3.59K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
45+ 9.96% |
$19.1K - $23.1K
|
497
$290K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
44New |
$18.7K - $22.6K
|
44
$25.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
44+ 0.7% |
$18.7K - $22.6K
|
6.36K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
43+ 0.14% |
$18.3K - $22K
|
31.9K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$18.3K - $22K
|
43
$25.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
43+ 1.17% |
$18.3K - $22K
|
3.71K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
42New |
$17.9K - $21.5K
|
42
$24.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 8.13% |
$17K - $20.5K
|
532
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
40+ 6.91% |
$17K - $20.5K
|
619
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39+ 1.44% |
$16.6K - $20K
|
2.76K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
37+ 4.81% |
$15.7K - $19K
|
807
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
36+ 7.41% |
$15.3K - $18.5K
|
522
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$13.6K - $16.4K
|
32
$18.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32+ 3.81% |
$13.6K - $16.4K
|
871
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 111.11% |
$12.8K - $15.4K
|
57
$33.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
30+ 2.22% |
$12.8K - $15.4K
|
1.38K
$805K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30+ 3.07% |
$12.8K - $15.4K
|
1.01K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 5.42% |
$12.3K - $14.9K
|
564
$329K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29+ 4.59% |
$12.3K - $14.9K
|
661
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
24+ 0.14% |
$10.2K - $12.3K
|
16.7K
$9.78M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.6% |
$9.78K - $11.8K
|
3.83K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22+ 0.25% |
$9.35K - $11.3K
|
8.81K
$5.15M
|