Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7- 1.14% |
$3.44K - $3.89K
|
608
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 2.93% |
$3.93K - $4.45K
|
265
$155K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8- -0.0% |
$3.93K - $4.45K
|
257K
$150M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8- 1.23% |
$3.93K - $4.45K
|
642
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-9- 0.46% |
$4.42K - $5.01K
|
1.94K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10- 0.85% |
$4.91K - $5.56K
|
1.16K
$678K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10- 0.16% |
$4.91K - $5.56K
|
6.35K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.15% |
$4.91K - $5.56K
|
6.48K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 1.1% |
$4.91K - $5.56K
|
895
$523K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-10- 0.11% |
$4.91K - $5.56K
|
9.11K
$5.32M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10- 1.69% |
$4.91K - $5.56K
|
581
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.33% |
$4.91K - $5.56K
|
420
$245K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10- 3.55% |
$4.91K - $5.56K
|
272
$159K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-11- 0.79% |
$5.4K - $6.12K
|
1.38K
$808K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11- 5.21% |
$5.4K - $6.12K
|
200
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.59% |
$5.4K - $6.12K
|
1.86K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-11- 0.27% |
$5.4K - $6.12K
|
4.13K
$2.41M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12- 1.16% |
$5.9K - $6.68K
|
1.02K
$598K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-13- 0.06% |
$6.39K - $7.23K
|
20K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-13- 0.07% |
$6.39K - $7.23K
|
18.4K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-14- 1.07% |
$6.88K - $7.79K
|
1.29K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15- 1.29% |
$7.37K - $8.35K
|
1.15K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 1.88% |
$7.37K - $8.35K
|
781
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15- 0.14% |
$7.37K - $8.35K
|
10.7K
$6.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-16- 0.3% |
$7.86K - $8.9K
|
5.32K
$3.11M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16- 38.1% |
$7.86K - $8.9K
|
26
$15.2K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16- 0.12% |
$7.86K - $8.9K
|
12.8K
$7.48M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-18- 1.44% |
$8.84K - $10K
|
1.23K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18- 1.08% |
$8.84K - $10K
|
1.66K
$967K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18- 0.88% |
$8.84K - $10K
|
2.03K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 28.57% |
$8.84K - $10K
|
45
$26.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-19- 1.35% |
$9.34K - $10.6K
|
1.39K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-19- 3.61% |
$9.34K - $10.6K
|
508
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-20- 4.02% |
$9.83K - $11.1K
|
478
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-20- 1.98% |
$9.83K - $11.1K
|
991
$579K
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-20- 2.47% |
$9.83K - $11.1K
|
790
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20- 1.98% |
$9.83K - $11.1K
|
992
$579K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20- 66.67% |
$9.83K - $11.1K
|
10
$5.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-20- 1.01% |
$9.83K - $11.1K
|
1.96K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-20- 1.26% |
$9.83K - $11.1K
|
1.57K
$916K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-20- 1.0% |
$9.83K - $11.1K
|
1.99K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-20- 0.89% |
$9.83K - $11.1K
|
2.23K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 4.65% |
$10.3K - $11.7K
|
431
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-22- 2.08% |
$10.8K - $12.2K
|
1.04K
$606K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-22- 0.65% |
$10.8K - $12.2K
|
3.34K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-22- 1.42% |
$10.8K - $12.2K
|
1.53K
$894K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.86% |
$11.3K - $12.8K
|
2.67K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-24- 1.94% |
$11.8K - $13.4K
|
1.22K
$710K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25- 0.78% |
$12.3K - $13.9K
|
3.16K
$1.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25- 0.38% |
$12.3K - $13.9K
|
6.57K
$3.84M
|