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 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-174- 18.73% |
$85.5K - $96.8K
|
755
$441K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-180- 10.13% |
$88.4K - $100K
|
1.6K
$933K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-180- 13.64% |
$88.4K - $100K
|
1.14K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-180- 11.34% |
$88.4K - $100K
|
1.41K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-185- 1.49% |
$90.9K - $103K
|
12.2K
$7.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-190- 26.03% |
$93.4K - $106K
|
540
$315K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-196- 2.83% |
$96.3K - $109K
|
6.73K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-196- 2.04% |
$96.3K - $109K
|
9.43K
$5.51M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-197- 15.62% |
$96.8K - $110K
|
1.06K
$621K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-198- 21.04% |
$97.3K - $110K
|
743
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-200- 4.34% |
$98.3K - $111K
|
4.41K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-201- 0.32% |
$98.8K - $112K
|
61.9K
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-204- 3.49% |
$100K - $114K
|
5.65K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-207- 1.27% |
$102K - $115K
|
16.1K
$9.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-210- 3.93% |
$103K - $117K
|
5.13K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-215- 33.33% |
$106K - $120K
|
430
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-218- 2.52% |
$107K - $121K
|
8.43K
$4.93M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-221- 11.05% |
$109K - $123K
|
1.78K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-222- 4.1% |
$109K - $124K
|
5.2K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-224- 4.07% |
$110K - $125K
|
5.28K
$3.08M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-225- 34.35% |
$111K - $125K
|
430
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-226- 1.02% |
$111K - $126K
|
21.9K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-230- 13.84% |
$113K - $128K
|
1.43K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-236- 23.48% |
$116K - $131K
|
769
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-237- 1.81% |
$116K - $132K
|
12.9K
$7.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-245- 0.38% |
$120K - $136K
|
64.9K
$37.9M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-248- 40.66% |
$122K - $138K
|
362
$211K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-250- 4.13% |
$123K - $139K
|
5.8K
$3.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-250- 24.04% |
$123K - $139K
|
790
$461K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-253- 1.99% |
$124K - $141K
|
12.5K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-254- 3.93% |
$125K - $141K
|
6.21K
$3.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-256- 3.18% |
$126K - $142K
|
7.78K
$4.55M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-258- 2.53% |
$127K - $144K
|
9.93K
$5.8M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-260- 2.07% |
$128K - $145K
|
12.3K
$7.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-268- 1.36% |
$132K - $149K
|
19.5K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-269- 1.3% |
$132K - $150K
|
20.5K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-271- 24.79% |
$133K - $151K
|
822
$480K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-272- 9.37% |
$134K - $151K
|
2.63K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-273- 2.76% |
$134K - $152K
|
9.61K
$5.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-279- 15.96% |
$137K - $155K
|
1.47K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-279- 2.78% |
$137K - $155K
|
9.75K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-280- 2.85% |
$138K - $156K
|
9.56K
$5.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-281- 5.31% |
$138K - $156K
|
5.01K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-291- 0.78% |
$143K - $162K
|
36.9K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-292- 31.95% |
$143K - $162K
|
622
$363K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-293- 12.94% |
$144K - $163K
|
1.97K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-295- 3.76% |
$145K - $164K
|
7.56K
$4.42M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-305- 9.41% |
$150K - $170K
|
2.94K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-305- 10.58% |
$150K - $170K
|
2.58K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-307- 1.39% |
$151K - $171K
|
21.8K
$12.8M
|