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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$517 - $556
|
850
$482K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$517 - $556
|
330
$187K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.25% |
$517 - $556
|
401
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$517 - $556
|
386
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$517 - $556
|
4.72K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$517 - $556
|
1.74K
$985K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$517 - $556
|
4.01K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.14% |
$517 - $556
|
703
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$517 - $556
|
3.07K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$517 - $556
|
1.39K
$785K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$517 - $556
|
1.82K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
1+ 0.17% |
$517 - $556
|
603
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.19% |
$517 - $556
|
530
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.19% |
$517 - $556
|
527
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$517 - $556
|
533
$302K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
1+ 0.19% |
$517 - $556
|
541
$306K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.67% |
$517 - $556
|
151
$85.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1+ 0.13% |
$517 - $556
|
766
$434K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$517 - $556
|
3.62K
$2.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$517 - $556
|
1.01K
$572K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$517 - $556
|
463
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.13% |
$517 - $556
|
758
$429K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$517 - $556
|
3.13K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.06% |
$517 - $556
|
1.81K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1- 2.22% |
$517 - $556
|
44
$24.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1- 0.02% |
$517 - $556
|
5.12K
$2.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1- 0.01% |
$517 - $556
|
9.96K
$5.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 10.0% |
$517 - $556
|
9
$5.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1- 0.11% |
$517 - $556
|
929
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2- 3.64% |
$1.03K - $1.11K
|
53
$30K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.03% |
$1.03K - $1.11K
|
5.96K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2- 0.11% |
$1.03K - $1.11K
|
1.77K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2- 0.01% |
$1.03K - $1.11K
|
31.9K
$18.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2- 0.1% |
$1.03K - $1.11K
|
1.93K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2- 0.04% |
$1.03K - $1.11K
|
4.56K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.06% |
$1.55K - $1.67K
|
4.69K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.08% |
$1.55K - $1.67K
|
3.82K
$2.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4- 0.27% |
$2.07K - $2.22K
|
1.47K
$830K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5- 0.81% |
$2.58K - $2.78K
|
613
$347K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-5- 0.1% |
$2.58K - $2.78K
|
5.02K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5- 0.12% |
$2.58K - $2.78K
|
4.13K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5- 0.91% |
$2.58K - $2.78K
|
542
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5- 0.21% |
$2.58K - $2.78K
|
2.43K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 0.95% |
$3.1K - $3.34K
|
628
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-6- 0.54% |
$3.1K - $3.34K
|
1.1K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6- 0.18% |
$3.1K - $3.34K
|
3.38K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7- 0.33% |
$3.62K - $3.89K
|
2.1K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.32% |
$3.62K - $3.89K
|
2.17K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 63.64% |
$3.62K - $3.89K
|
4
$2.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-7- 0.09% |
$3.62K - $3.89K
|
8.11K
$4.59M
|