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 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.62KNew |
$836K - $900K
|
1.62K
$917K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.53K+ 1.13% |
$790K - $850K
|
136K
$77.3M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 153.16% |
$789K - $849K
|
2.52K
$1.43M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.52KNew |
$787K - $848K
|
1.52K
$863K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.52K+ 42.95% |
$783K - $843K
|
5.05K
$2.86M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.51K+ 10.57% |
$780K - $840K
|
15.8K
$8.95M
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$755K - $813K
|
1.46K
$828K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.39K+ 3.56% |
$720K - $775K
|
40.5K
$23M
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.34KNew |
$691K - $744K
|
1.34K
$758K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 51.03% |
$691K - $744K
|
3.96K
$2.24M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.33KNew |
$689K - $741K
|
1.33K
$755K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.33K+ 2.72% |
$687K - $740K
|
50.3K
$28.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 25.18% |
$678K - $730K
|
6.52K
$3.7M
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.29KNew |
$665K - $716K
|
1.29K
$730K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.28KNew |
$661K - $712K
|
1.28K
$725K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.28K+ 15.39% |
$659K - $709K
|
9.56K
$5.42M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.26K+ 76.9% |
$652K - $702K
|
2.9K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.2K+ 17.85% |
$620K - $667K
|
7.92K
$4.49M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.19K+ 13.6% |
$615K - $662K
|
9.94K
$5.63M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 1.14% |
$596K - $642K
|
102K
$57.9M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.1K+ 1.7% |
$570K - $613K
|
65.9K
$37.3M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
987+ 0.96% |
$510K - $549K
|
104K
$58.9M
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
985New |
$509K - $548K
|
985
$558K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
973New |
$503K - $541K
|
973
$551K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
971+ 16.7% |
$502K - $540K
|
6.79K
$3.84M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
959+ 9.66% |
$495K - $533K
|
10.9K
$6.17M
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
955+ 103.8% |
$493K - $531K
|
1.88K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
924New |
$477K - $514K
|
924
$523K
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
918New |
$474K - $511K
|
918
$520K
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
907New |
$469K - $504K
|
907
$514K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
886New |
$458K - $493K
|
886
$502K
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
881New |
$455K - $490K
|
881
$499K
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
863+ 159.52% |
$446K - $480K
|
1.4K
$795K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
839New |
$433K - $467K
|
839
$475K
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
791New |
$409K - $440K
|
791
$448K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
790+ 14.5% |
$408K - $439K
|
6.24K
$3.53M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
785New |
$405K - $437K
|
785
$445K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
770+ 1.18% |
$398K - $428K
|
66K
$37.4M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
752New |
$388K - $418K
|
752
$426K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
744+ 122.77% |
$384K - $414K
|
1.35K
$765K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
740+ 3.48% |
$382K - $412K
|
22K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
719+ 15.29% |
$371K - $400K
|
5.42K
$3.07M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
711+ 438.89% |
$367K - $395K
|
873
$495K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
691New |
$357K - $384K
|
691
$391K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
678+ 35.55% |
$350K - $377K
|
2.59K
$1.46M
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
664+ 16.83% |
$343K - $369K
|
4.61K
$2.61M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
630+ 76.83% |
$325K - $350K
|
1.45K
$821K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
625+ 1.18% |
$323K - $348K
|
53.7K
$30.4M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
600+ 59.52% |
$310K - $334K
|
1.61K
$911K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
579+ 70.1% |
$299K - $322K
|
1.41K
$796K
|