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 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24+ 6.43% |
$12.4K - $13.3K
|
397
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 5.34% |
$11.9K - $12.8K
|
454
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
22New |
$11.4K - $12.2K
|
22
$12.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21+ 0.96% |
$10.8K - $11.7K
|
2.21K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 1.79% |
$10.3K - $11.1K
|
1.14K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20+ 0.31% |
$10.3K - $11.1K
|
6.37K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19+ 4.67% |
$9.81K - $10.6K
|
426
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.39% |
$9.81K - $10.6K
|
4.86K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19+ 4.65% |
$9.81K - $10.6K
|
428
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
18+ 1.53% |
$9.3K - $10K
|
1.2K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 2.25% |
$8.78K - $9.45K
|
772
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 0.24% |
$7.75K - $8.34K
|
6.22K
$3.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$7.23K - $7.79K
|
14
$7.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 1.48% |
$6.2K - $6.67K
|
825
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$5.17K - $5.56K
|
11.3K
$6.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
10+ 0.04% |
$5.17K - $5.56K
|
26.1K
$14.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9New |
$4.65K - $5.01K
|
9
$5.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9+ 0.1% |
$4.65K - $5.01K
|
8.79K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
9+ 0.56% |
$4.65K - $5.01K
|
1.62K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 2.69% |
$4.65K - $5.01K
|
344
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
8New |
$4.13K - $4.45K
|
8
$4.53K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8+ 1.98% |
$4.13K - $4.45K
|
413
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.13% |
$3.62K - $3.89K
|
5.49K
$3.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.39% |
$3.62K - $3.89K
|
1.8K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.53% |
$3.1K - $3.34K
|
1.13K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6+ 0.15% |
$3.1K - $3.34K
|
3.98K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
6+ 0.26% |
$3.1K - $3.34K
|
2.28K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6+ 0.67% |
$3.1K - $3.34K
|
902
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.44% |
$2.58K - $2.78K
|
1.15K
$650K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5+ 1.22% |
$2.58K - $2.78K
|
415
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.58% |
$2.58K - $2.78K
|
863
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5+ 0.04% |
$2.58K - $2.78K
|
11.5K
$6.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.3% |
$2.58K - $2.78K
|
1.68K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 5.32% |
$2.58K - $2.78K
|
99
$56.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4+ 0.05% |
$2.07K - $2.22K
|
8.41K
$4.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$2.07K - $2.22K
|
1.76K
$995K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4+ 0.2% |
$2.07K - $2.22K
|
1.98K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$2.07K - $2.22K
|
643
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.2% |
$2.07K - $2.22K
|
1.98K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$2.07K - $2.22K
|
744
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3+ 0.25% |
$1.55K - $1.67K
|
1.23K
$694K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
3+ 0.22% |
$1.55K - $1.67K
|
1.39K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.15% |
$1.55K - $1.67K
|
1.94K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.23% |
$1.55K - $1.67K
|
1.29K
$729K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$1.55K - $1.67K
|
1.94K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.19% |
$1.03K - $1.11K
|
1.03K
$586K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.25% |
$1.03K - $1.11K
|
796
$451K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$1.03K - $1.11K
|
1.36K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$1.03K - $1.11K
|
11.8K
$6.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.14% |
$1.03K - $1.11K
|
1.4K
$794K
|