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 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-25- 6.67% |
$12.3K - $13.9K
|
350
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25- 0.75% |
$12.3K - $13.9K
|
3.3K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.51% |
$12.3K - $13.9K
|
4.83K
$2.82M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-25- 1.22% |
$12.3K - $13.9K
|
2.02K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-25- 0.75% |
$12.3K - $13.9K
|
3.32K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-26- 7.88% |
$12.8K - $14.5K
|
304
$178K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 1.65% |
$13.8K - $15.6K
|
1.67K
$977K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-28- 1.2% |
$13.8K - $15.6K
|
2.31K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-28- 1.42% |
$13.8K - $15.6K
|
1.95K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 1.43% |
$13.8K - $15.6K
|
1.93K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-29- 4.79% |
$14.2K - $16.1K
|
577
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-30- 3.04% |
$14.7K - $16.7K
|
957
$559K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-30- 4.34% |
$14.7K - $16.7K
|
661
$386K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-33- 0.17% |
$16.2K - $18.4K
|
19.6K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 7.85% |
$17.2K - $19.5K
|
411
$240K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 2.14% |
$17.2K - $19.5K
|
1.6K
$937K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-35- 1.78% |
$17.2K - $19.5K
|
1.93K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-35- 5.22% |
$17.2K - $19.5K
|
635
$371K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-35- 7.07% |
$17.2K - $19.5K
|
460
$269K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-35- 1.5% |
$17.2K - $19.5K
|
2.3K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-37- 1.07% |
$18.2K - $20.6K
|
3.42K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-37- 9.02% |
$18.2K - $20.6K
|
373
$218K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-38- 4.05% |
$18.7K - $21.1K
|
900
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-38- 6.83% |
$18.7K - $21.1K
|
518
$303K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-39- 3.41% |
$19.2K - $21.7K
|
1.11K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-39- 1.32% |
$19.2K - $21.7K
|
2.92K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-40- 5.12% |
$19.7K - $22.3K
|
742
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40- 1.47% |
$19.7K - $22.3K
|
2.67K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-40- 5.1% |
$19.7K - $22.3K
|
745
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 1.03% |
$19.7K - $22.3K
|
3.85K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 0.29% |
$19.7K - $22.3K
|
13.7K
$7.99M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-41- 8.52% |
$20.1K - $22.8K
|
440
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 67.21% |
$20.1K - $22.8K
|
20
$11.7K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-41- 8.89% |
$20.1K - $22.8K
|
420
$245K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-42- 0.37% |
$20.6K - $23.4K
|
11.4K
$6.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-43- 0.39% |
$21.1K - $23.9K
|
11.1K
$6.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-43- 0.43% |
$21.1K - $23.9K
|
10K
$5.84M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-44- 0.88% |
$21.6K - $24.5K
|
4.95K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-44- 6.19% |
$21.6K - $24.5K
|
667
$390K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-45- 1.54% |
$22.1K - $25K
|
2.87K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-45- 2.63% |
$22.1K - $25K
|
1.67K
$974K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-45- 1.94% |
$22.1K - $25K
|
2.27K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-45Closed |
$22.1K - $25K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-46- 3.68% |
$22.6K - $25.6K
|
1.21K
$704K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-46- 8.29% |
$22.6K - $25.6K
|
509
$297K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-47- 2.02% |
$23.1K - $26.2K
|
2.28K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-47- 0.9% |
$23.1K - $26.2K
|
5.17K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-49- 0.95% |
$24.1K - $27.3K
|
5.1K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 3.42% |
$24.1K - $27.3K
|
1.39K
$809K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-50- 11.49% |
$24.6K - $27.8K
|
385
$225K
|