Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.24% |
$6.39K - $7.23K
|
5.48K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
13+ 0.66% |
$6.39K - $7.23K
|
1.98K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 2.31% |
$5.9K - $6.68K
|
532
$301K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11+ 0.94% |
$5.4K - $6.12K
|
1.18K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11+ 0.31% |
$5.4K - $6.12K
|
3.51K
$1.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 2.11% |
$5.4K - $6.12K
|
533
$302K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 2.82% |
$5.4K - $6.12K
|
401
$227K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$5.4K - $6.12K
|
11
$6.23K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.12% |
$4.91K - $5.56K
|
8.46K
$4.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 2.79% |
$4.91K - $5.56K
|
368
$208K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$4.91K - $5.56K
|
10
$5.67K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 5.03% |
$4.91K - $5.56K
|
209
$118K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.47% |
$4.91K - $5.56K
|
2.13K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
10+ 0.86% |
$4.91K - $5.56K
|
1.18K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10+ 1.07% |
$4.91K - $5.56K
|
945
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9+ 1.01% |
$4.42K - $5.01K
|
897
$508K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.55% |
$4.42K - $5.01K
|
1.65K
$935K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.51% |
$4.42K - $5.01K
|
1.79K
$1.01M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9New |
$4.42K - $5.01K
|
9
$5.1K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
9+ 19.57% |
$4.42K - $5.01K
|
55
$31.2K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8+ 2.0% |
$3.93K - $4.45K
|
409
$232K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
8+ 0.17% |
$3.93K - $4.45K
|
4.6K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.05% |
$3.44K - $3.89K
|
13.8K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.36% |
$3.44K - $3.89K
|
1.94K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.3% |
$2.95K - $3.34K
|
1.98K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6+ 0.8% |
$2.95K - $3.34K
|
755
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$2.95K - $3.34K
|
1.94K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.57% |
$2.46K - $2.78K
|
882
$500K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
$2.46K - $2.78K
|
1.25K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
5+ 0.92% |
$2.46K - $2.78K
|
547
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.36% |
$2.46K - $2.78K
|
1.4K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.29% |
$1.97K - $2.23K
|
1.4K
$793K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.12% |
$1.97K - $2.23K
|
3.36K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4+ 0.33% |
$1.97K - $2.23K
|
1.22K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4+ 0.22% |
$1.97K - $2.23K
|
1.83K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.51% |
$1.97K - $2.23K
|
794
$450K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$1.97K - $2.23K
|
1.28K
$727K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 0.01% |
$1.97K - $2.23K
|
32.1K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.38% |
$1.47K - $1.67K
|
799
$453K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$1.47K - $1.67K
|
3.07K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3+ 0.19% |
$1.47K - $1.67K
|
1.57K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3+ 0.39% |
$1.47K - $1.67K
|
765
$433K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
3+ 0.5% |
$1.47K - $1.67K
|
602
$341K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.2% |
$1.47K - $1.67K
|
1.54K
$871K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$983 - $1.11K
|
1.82K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.43% |
$983 - $1.11K
|
464
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$983 - $1.11K
|
1.36K
$770K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2+ 0.29% |
$983 - $1.11K
|
682
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.18% |
$983 - $1.11K
|
1.13K
$638K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.17% |
$983 - $1.11K
|
1.18K
$667K
|