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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-134- 5.21% |
$69.2K - $74.5K
|
2.44K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-135- 2.57% |
$69.7K - $75.1K
|
5.12K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-135- 28.91% |
$69.7K - $75.1K
|
332
$188K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-135- 16.42% |
$69.7K - $75.1K
|
687
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-138- 2.18% |
$71.3K - $76.8K
|
6.19K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-140- 7.25% |
$72.3K - $77.9K
|
1.79K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-140- 0.38% |
$72.3K - $77.9K
|
36.8K
$20.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-141- 16.59% |
$72.8K - $78.4K
|
709
$402K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-144- 2.71% |
$74.4K - $80.1K
|
5.18K
$2.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-145- 3.22% |
$74.9K - $80.6K
|
4.36K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-146- 13.0% |
$75.4K - $81.2K
|
977
$553K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-148- 2.3% |
$76.4K - $82.3K
|
6.29K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-149- 0.83% |
$77K - $82.9K
|
17.8K
$10.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 3.72% |
$77.5K - $83.4K
|
3.88K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-150- 23.22% |
$77.5K - $83.4K
|
496
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 84.75% |
$77.5K - $83.4K
|
27
$15.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-152- 0.96% |
$78.5K - $84.5K
|
15.6K
$8.84M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-153- 4.49% |
$79K - $85.1K
|
3.25K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-153- 4.49% |
$79K - $85.1K
|
3.25K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-153- 6.99% |
$79K - $85.1K
|
2.04K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-154- 4.57% |
$79.5K - $85.7K
|
3.22K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-155- 3.0% |
$80.1K - $86.2K
|
5.02K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-155- 22.17% |
$80.1K - $86.2K
|
544
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-160- 0.26% |
$82.6K - $89K
|
61.7K
$34.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-161- 99.38% |
$83.2K - $89.5K
|
1
$567
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-163- 3.25% |
$84.2K - $90.7K
|
4.85K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-166- 0.93% |
$85.7K - $92.3K
|
17.7K
$10M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-167- 3.31% |
$86.3K - $92.9K
|
4.87K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-170- 7.97% |
$87.8K - $94.5K
|
1.96K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-170- 2.07% |
$87.8K - $94.5K
|
8.03K
$4.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 1.72% |
$88.8K - $95.7K
|
9.82K
$5.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-178- 23.96% |
$91.9K - $99K
|
565
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-180- 4.65% |
$93K - $100K
|
3.69K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-182- 0.55% |
$94K - $101K
|
32.7K
$18.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-184- 1.66% |
$95K - $102K
|
10.9K
$6.18M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-184- 6.81% |
$95K - $102K
|
2.52K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-192- 2.4% |
$99.2K - $107K
|
7.81K
$4.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-193- 14.97% |
$99.7K - $107K
|
1.1K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-196- 10.52% |
$101K - $109K
|
1.67K
$944K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-197- 2.77% |
$102K - $110K
|
6.91K
$3.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-200- 4.14% |
$103K - $111K
|
4.63K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-200- 13.08% |
$103K - $111K
|
1.33K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-203- 9.54% |
$105K - $113K
|
1.93K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-206- 12.32% |
$106K - $115K
|
1.47K
$830K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-207- 14.01% |
$107K - $115K
|
1.27K
$719K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-225- 2.69% |
$116K - $125K
|
8.13K
$4.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-226- 1.41% |
$117K - $126K
|
15.8K
$8.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-228- 18.63% |
$118K - $127K
|
996
$564K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 8.83% |
$118K - $127K
|
2.36K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-229- 5.78% |
$118K - $127K
|
3.74K
$2.12M
|