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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
364New |
$191K - $208K
|
364
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
364+ 2.8% |
$191K - $208K
|
13.4K
$7.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$190K - $208K
|
363
$206K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
362+ 9.48% |
$190K - $207K
|
4.18K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
361New |
$189K - $206K
|
361
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
360New |
$189K - $206K
|
360
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
360+ 39.17% |
$189K - $206K
|
1.28K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
359New |
$188K - $205K
|
359
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
356New |
$186K - $204K
|
356
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
BUY
|
- |
353New |
$185K - $202K
|
353
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
349+ 35.01% |
$183K - $200K
|
1.35K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
348+ 41.18% |
$182K - $199K
|
1.19K
$676K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
347+ 31.55% |
$182K - $198K
|
1.45K
$820K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
344+ 100.0% |
$180K - $197K
|
688
$390K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
343+ 14.91% |
$180K - $196K
|
2.64K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
340New |
$178K - $194K
|
340
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
340+ 10.73% |
$178K - $194K
|
3.51K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
338+ 26.66% |
$177K - $193K
|
1.61K
$910K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
337+ 2.98% |
$177K - $193K
|
11.7K
$6.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
332+ 3.78% |
$174K - $190K
|
9.12K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
325+ 11.27% |
$170K - $186K
|
3.21K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
314+ 0.99% |
$164K - $180K
|
32.2K
$18.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
314+ 18.32% |
$164K - $180K
|
2.03K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
304New |
$159K - $174K
|
304
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
298+ 10.42% |
$156K - $170K
|
3.16K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
292+ 68.87% |
$153K - $167K
|
716
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
278New |
$146K - $159K
|
278
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
275+ 4.67% |
$144K - $157K
|
6.16K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
265+ 0.56% |
$139K - $152K
|
47.4K
$26.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
263+ 2.74% |
$138K - $150K
|
9.88K
$5.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
262+ 17.16% |
$137K - $150K
|
1.79K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
259New |
$136K - $148K
|
259
$147K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
251+ 23.31% |
$131K - $144K
|
1.33K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
250+ 13.49% |
$131K - $143K
|
2.1K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
249New |
$130K - $142K
|
249
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
248+ 0.93% |
$130K - $142K
|
26.9K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
241+ 11.09% |
$126K - $138K
|
2.41K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
236New |
$124K - $135K
|
236
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
235+ 22.88% |
$123K - $134K
|
1.26K
$715K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
230+ 3.21% |
$120K - $132K
|
7.4K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
230+ 2.61% |
$120K - $132K
|
9.06K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
229+ 10.07% |
$120K - $131K
|
2.5K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
216+ 0.35% |
$113K - $124K
|
62.2K
$35.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
205+ 29.84% |
$107K - $117K
|
892
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
203+ 8.51% |
$106K - $116K
|
2.59K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
202+ 6.0% |
$106K - $116K
|
3.57K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
200+ 0.66% |
$105K - $114K
|
30.6K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
200+ 36.5% |
$105K - $114K
|
748
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
198+ 0.78% |
$104K - $113K
|
25.4K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
187+ 2.38% |
$98K - $107K
|
8.05K
$4.56M
|