Purchases and Sales Made in Q2 2024 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
159
+ 278.95%
$82.1K - $88.4K
216 $122K
Jul 26, 2024 Q2 2024
Tower View Investment Management & Research LLC

BUY
 -
158
+ 3.59%
$81.6K - $87.9K
4.55K $2.58M
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
158
+ 5.14%
$81.6K - $87.9K
3.23K $1.83M
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
155
+ 8.25%
$80.1K - $86.2K
2.03K $1.15M
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
153
+ 10.57%
$79K - $85.1K
1.6K $906K
Jul 15, 2024 Q2 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
149
+ 3.0%
$77K - $82.9K
5.11K $2.9M
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
147
+ 29.58%
$75.9K - $81.8K
644 $365K
Jul 24, 2024 Q2 2024
Retirement Systems Of Alabama

BUY
 -
147
+ 0.31%
$75.9K - $81.8K
47.1K $26.7M
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
146
+ 3.36%
$75.4K - $81.2K
4.49K $2.54M
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
145
+ 9.27%
$74.9K - $80.6K
1.71K $968K
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
142
+ 14.31%
$73.4K - $79K
1.13K $642K
Jul 17, 2024 Q2 2024
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
140
+ 3.73%
$72.3K - $77.9K
3.9K $2.21M
Jul 12, 2024 Q2 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
140
+ 36.75%
$72.3K - $77.9K
521 $295K
Feb 14, 2025 Q2 2024
Triumph Capital Management

BUY
 -
137
+ 5.81%
$70.8K - $76.2K
2.49K $1.41M
Jul 17, 2024 Q2 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
135
+ 2.31%
$69.7K - $75.1K
5.98K $3.39M
Jul 23, 2024 Q2 2024
Rmr Wealth Builders

BUY
 -
132
+ 0.94%
$68.2K - $73.4K
14.2K $8.04M
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
130
+ 16.27%
$67.2K - $72.3K
929 $526K
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
129
+ 18.17%
$66.6K - $71.7K
839 $475K
Jul 24, 2024 Q2 2024
Oldfather Financial Services, LLC

BUY
 -
127
+ 0.24%
$65.6K - $70.6K
52K $29.5M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
126
+ 21.47%
$65.1K - $70.1K
713 $404K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
125
New
$64.6K - $69.5K
125 $70.8K
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
120
+ 4.98%
$62K - $66.7K
2.53K $1.43M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
119
New
$61.5K - $66.2K
119 $67.4K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
116
+ 2.26%
$59.9K - $64.5K
5.25K $2.97M
Aug 05, 2024 Q2 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
115
+ 1.63%
$59.4K - $64K
7.17K $4.06M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
114
+ 0.88%
$58.9K - $63.4K
13K $7.37M
Aug 14, 2024 Q2 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
114
+ 2.03%
$58.9K - $63.4K
5.73K $3.25M
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
113
+ 128.41%
$58.4K - $62.8K
201 $114K
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
112
+ 1.78%
$57.9K - $62.3K
6.41K $3.63M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
109
+ 29.62%
$56.3K - $60.6K
477 $270K
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
108
+ 23.23%
$55.8K - $60.1K
573 $325K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
108
+ 16.24%
$55.8K - $60.1K
773 $438K
Jul 19, 2024 Q2 2024
Montz Harcus Wealth Management LLC

BUY
 -
108
+ 0.77%
$55.8K - $60.1K
14.1K $7.98M
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
105
+ 14.4%
$54.2K - $58.4K
834 $472K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
100
+ 9.11%
$51.7K - $55.6K
1.2K $679K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
100
New
$51.7K - $55.6K
100 $56.7K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
96
+ 23.94%
$49.6K - $53.4K
497 $282K
Aug 13, 2024 Q2 2024
Becker Capital Management Inc

BUY
 -
96
+ 4.18%
$49.6K - $53.4K
2.4K $1.36M
Jul 19, 2024 Q2 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
95
+ 7.94%
$49.1K - $52.8K
1.29K $732K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
91
New
$47K - $50.6K
91 $51.6K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
86
New
$44.4K - $47.8K
86 $48.7K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
84
+ 3.48%
$43.4K - $46.7K
2.5K $1.42M
Jul 23, 2024 Q2 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
83
+ 1.07%
$42.9K - $46.2K
7.87K $4.46M
Jul 19, 2024 Q2 2024
Zwj Investment Counsel Inc

BUY
 -
81
+ 1.93%
$41.8K - $45K
4.28K $2.43M
Jul 12, 2024 Q2 2024
Castle Rock Wealth Management, LLC

BUY
 -
79
+ 3.79%
$40.8K - $43.9K
2.16K $1.22M
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
79
New
$40.8K - $43.9K
79 $44.8K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
78
+ 47.85%
$40.3K - $43.4K
241 $137K
Aug 02, 2024 Q2 2024
Arbor Trust Wealth Advisors, LLC

BUY
 -
72
+ 0.52%
$37.2K - $40K
13.9K $7.86M
Aug 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
72
+ 12.72%
$37.2K - $40K
638 $361K

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