Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7- 6.54% |
$3.62K - $3.89K
|
100
$56.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.69% |
$4.13K - $4.45K
|
1.15K
$653K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8- 0.17% |
$4.13K - $4.45K
|
4.59K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.15% |
$4.13K - $4.45K
|
5.19K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-9- 1.2% |
$4.65K - $5.01K
|
743
$421K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-9- 0.05% |
$4.65K - $5.01K
|
19.7K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-9- 1.69% |
$4.65K - $5.01K
|
523
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-9- 0.17% |
$4.65K - $5.01K
|
5.27K
$2.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.78% |
$4.65K - $5.01K
|
1.15K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 1.17% |
$5.17K - $5.56K
|
845
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.1% |
$5.17K - $5.56K
|
9.99K
$5.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.42K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.65% |
$5.17K - $5.56K
|
1.52K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.46% |
$5.17K - $5.56K
|
674
$382K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-10- 1.27% |
$5.17K - $5.56K
|
780
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-10- 2.19% |
$5.17K - $5.56K
|
447
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.45K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-10- 0.46% |
$5.17K - $5.56K
|
2.17K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 4.78% |
$5.17K - $5.56K
|
199
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 45.83% |
$5.68K - $6.12K
|
13
$7.36K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11- 0.46% |
$5.68K - $6.12K
|
2.39K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11- 0.71% |
$5.68K - $6.12K
|
1.54K
$871K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.84K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11- 0.28% |
$5.68K - $6.12K
|
3.96K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-11- 0.92% |
$5.68K - $6.12K
|
1.18K
$671K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 2.07% |
$5.68K - $6.12K
|
520
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.85K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12- 27.91% |
$6.2K - $6.67K
|
31
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-12- 2.06% |
$6.2K - $6.67K
|
570
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12- 2.04% |
$6.2K - $6.67K
|
576
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.89% |
$6.2K - $6.67K
|
1.34K
$757K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-13- 4.78% |
$6.72K - $7.23K
|
259
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 1.06% |
$6.72K - $7.23K
|
1.22K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-13- 0.08% |
$6.72K - $7.23K
|
16.2K
$9.19M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.21% |
$7.23K - $7.79K
|
6.72K
$3.8M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-14- 1.84% |
$7.23K - $7.79K
|
748
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14- 0.14% |
$7.23K - $7.79K
|
10.2K
$5.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 3.57% |
$7.75K - $8.34K
|
405
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15- 0.47% |
$7.75K - $8.34K
|
3.15K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.44% |
$7.75K - $8.34K
|
3.37K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.97% |
$7.75K - $8.34K
|
1.54K
$871K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 1.23% |
$7.75K - $8.34K
|
1.2K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 1.16% |
$7.75K - $8.34K
|
1.28K
$725K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-15- 0.21% |
$7.75K - $8.34K
|
7.1K
$4.02M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-15- 0.74% |
$7.75K - $8.34K
|
2.01K
$1.14M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.32% |
$8.26K - $8.9K
|
5.01K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-16- 3.23% |
$8.26K - $8.9K
|
480
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 7.69% |
$8.26K - $8.9K
|
192
$109K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-17- 0.23% |
$8.78K - $9.45K
|
7.32K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17- 1.69% |
$8.78K - $9.45K
|
991
$561K
|