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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.16K+ 60.77% |
$3.18M - $3.42M
|
16.3K
$9.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.12K+ 1224.8% |
$3.16M - $3.41M
|
6.62K
$3.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.98KNew |
$3.09M - $3.32M
|
5.98K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.77K+ 99.72% |
$2.98M - $3.21M
|
11.6K
$6.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.36K+ 5.94% |
$2.77M - $2.98M
|
95.5K
$54.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.31K+ 62.8% |
$2.74M - $2.95M
|
13.8K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.18K+ 32.54% |
$2.68M - $2.88M
|
21.1K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.11K+ 7.81% |
$2.64M - $2.84M
|
70.5K
$39.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.78K+ 10.42% |
$2.47M - $2.66M
|
50.7K
$28.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 276.66% |
$2.46M - $2.65M
|
6.49K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.7K+ 38.18% |
$2.43M - $2.61M
|
17K
$9.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$2.37M - $2.55M
|
4.58K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.56K+ 649.86% |
$2.36M - $2.54M
|
5.26K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.38K+ 8.41% |
$2.26M - $2.43M
|
56.4K
$32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.19K+ 159.41% |
$2.17M - $2.33M
|
6.83K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.82KNew |
$1.98M - $2.13M
|
3.82K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
3.78K+ 14.69% |
$1.95M - $2.1M
|
29.5K
$16.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.64KNew |
$1.88M - $2.02M
|
3.64K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.56K+ 51.65% |
$1.84M - $1.98M
|
10.4K
$5.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.41K+ 557.84% |
$1.76M - $1.9M
|
4.03K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38KNew |
$1.75M - $1.88M
|
3.38K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
3.2KNew |
$1.66M - $1.78M
|
3.2K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.86KNew |
$1.48M - $1.59M
|
2.86K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.85K+ 74.8% |
$1.47M - $1.59M
|
6.66K
$3.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 5.65% |
$1.39M - $1.5M
|
50.4K
$28.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.68KNew |
$1.38M - $1.49M
|
2.68K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.62K+ 22.27% |
$1.35M - $1.46M
|
14.4K
$8.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.53K+ 146.98% |
$1.31M - $1.41M
|
4.25K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51K+ 69.35% |
$1.3M - $1.4M
|
6.13K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.5KNew |
$1.29M - $1.39M
|
2.5K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.4K+ 0.94% |
$1.24M - $1.34M
|
260K
$147M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.39KNew |
$1.23M - $1.33M
|
2.39K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.37K+ 37.67% |
$1.22M - $1.32M
|
8.66K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.36KNew |
$1.22M - $1.31M
|
2.36K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
2.24K+ 4.98% |
$1.15M - $1.24M
|
47.1K
$26.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.16K+ 2.91% |
$1.11M - $1.2M
|
76.3K
$43.2M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 195.68% |
$1.1M - $1.18M
|
3.21K
$1.82M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.12K+ 167.27% |
$1.09M - $1.18M
|
3.38K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 128.06% |
$1.05M - $1.13M
|
3.63K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.03K+ 22.32% |
$1.05M - $1.13M
|
11.1K
$6.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.94KNew |
$1M - $1.08M
|
1.94K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.9K+ 23.68% |
$981K - $1.06M
|
9.92K
$5.62M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.89K+ 6.66% |
$975K - $1.05M
|
30.2K
$17.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.89K+ 3.24% |
$974K - $1.05M
|
60.1K
$34M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.87K+ 3.11% |
$965K - $1.04M
|
61.9K
$35.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.85K+ 0.64% |
$953K - $1.03M
|
292K
$165M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.75KNew |
$902K - $971K
|
1.75K
$989K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.73KNew |
$895K - $963K
|
1.73K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 49.83% |
$894K - $963K
|
5.21K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.66K+ 2.49% |
$858K - $924K
|
68.4K
$38.8M
|