Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.25K+ 23.7% |
$654K - $714K
|
6.51K
$3.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.24K+ 96.12% |
$649K - $708K
|
2.53K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.2KNew |
$629K - $686K
|
1.2K
$680K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.19KNew |
$623K - $681K
|
1.19K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.19KNew |
$621K - $678K
|
1.19K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.17K+ 22.38% |
$615K - $672K
|
6.42K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.15KNew |
$603K - $659K
|
1.15K
$653K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.14K+ 22.72% |
$596K - $651K
|
6.15K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.13K+ 41.03% |
$593K - $648K
|
3.89K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$577K - $630K
|
1.1K
$624K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.07KNew |
$561K - $613K
|
1.07K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.06KNew |
$554K - $605K
|
1.06K
$599K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.05K+ 1.53% |
$550K - $601K
|
69.5K
$39.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 74.2% |
$547K - $597K
|
2.45K
$1.39M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 1.68% |
$530K - $579K
|
61.1K
$34.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 2.39% |
$528K - $576K
|
43.1K
$24.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
986+ 16.5% |
$517K - $564K
|
6.96K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
964+ 81.97% |
$505K - $551K
|
2.14K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
909+ 15.72% |
$476K - $520K
|
6.69K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
902New |
$473K - $516K
|
902
$511K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
880+ 161.17% |
$461K - $503K
|
1.43K
$808K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
876+ 2.07% |
$459K - $501K
|
43.2K
$24.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
872+ 102.23% |
$457K - $499K
|
1.73K
$977K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
871New |
$456K - $498K
|
871
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
868+ 4.41% |
$455K - $497K
|
20.5K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
861New |
$451K - $493K
|
861
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
856+ 59.86% |
$448K - $490K
|
2.29K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
839New |
$440K - $480K
|
839
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
835New |
$437K - $478K
|
835
$473K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
831+ 3.37% |
$435K - $475K
|
25.5K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
819+ 14.03% |
$429K - $468K
|
6.66K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
774+ 11.87% |
$405K - $443K
|
7.3K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
768+ 50.03% |
$402K - $439K
|
2.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
762New |
$399K - $436K
|
762
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
747+ 321.98% |
$391K - $427K
|
979
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
737+ 9.26% |
$386K - $422K
|
8.7K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
710New |
$372K - $406K
|
710
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
687New |
$360K - $393K
|
687
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
685+ 4.43% |
$359K - $392K
|
16.1K
$9.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
679+ 10.44% |
$356K - $388K
|
7.18K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
675New |
$354K - $386K
|
675
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
674+ 3.06% |
$353K - $386K
|
22.7K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
661+ 123.55% |
$346K - $378K
|
1.2K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
652+ 1.11% |
$342K - $373K
|
59.4K
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
633New |
$332K - $362K
|
633
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
622+ 9.12% |
$326K - $356K
|
7.44K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
605New |
$317K - $346K
|
605
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
604New |
$316K - $346K
|
604
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
600New |
$314K - $343K
|
600
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
557+ 884.13% |
$292K - $319K
|
620
$351K
|