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 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-26- 6.27% |
$13.6K - $14.9K
|
389
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-26- 6.22% |
$13.6K - $14.9K
|
392
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27- 1.84% |
$14.1K - $15.4K
|
1.44K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-28- 3.59% |
$14.7K - $16K
|
753
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 2.24% |
$14.7K - $16K
|
1.22K
$719K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-30- 1.93% |
$15.7K - $17.2K
|
1.53K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-30- 6.98% |
$15.7K - $17.2K
|
400
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-30- 0.64% |
$15.7K - $17.2K
|
4.65K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-30- 3.6% |
$15.7K - $17.2K
|
804
$472K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 9.84% |
$15.7K - $17.2K
|
275
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-30- 0.3% |
$15.7K - $17.2K
|
10.1K
$5.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-31- 3.3% |
$16.2K - $17.7K
|
909
$534K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-32- 1.08% |
$16.8K - $18.3K
|
2.94K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32- 2.79% |
$16.8K - $18.3K
|
1.12K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-33- 4.65% |
$17.3K - $18.9K
|
676
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-33- 0.57% |
$17.3K - $18.9K
|
5.71K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-33- 0.6% |
$17.3K - $18.9K
|
5.46K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-33- 2.36% |
$17.3K - $18.9K
|
1.37K
$804K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-33- 2.55% |
$17.3K - $18.9K
|
1.26K
$742K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 3.39% |
$17.8K - $19.4K
|
970
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-35- 4.39% |
$18.3K - $20K
|
762
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-35- 7.99% |
$18.3K - $20K
|
403
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-35- 0.51% |
$18.3K - $20K
|
6.87K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-35- 33.33% |
$18.3K - $20K
|
70
$41.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 3.2% |
$18.9K - $20.6K
|
1.09K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-36- 2.36% |
$18.9K - $20.6K
|
1.49K
$874K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-36- 5.79% |
$18.9K - $20.6K
|
586
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 0.48% |
$19.4K - $21.2K
|
7.59K
$4.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-37- 0.52% |
$19.4K - $21.2K
|
7.01K
$4.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-37- 2.01% |
$19.4K - $21.2K
|
1.81K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-38- 18.81% |
$19.9K - $21.7K
|
164
$96.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-38- 0.35% |
$19.9K - $21.7K
|
10.9K
$6.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-38- 0.92% |
$19.9K - $21.7K
|
4.08K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-40- 6.96% |
$21K - $22.9K
|
535
$314K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.06% |
$21K - $22.9K
|
61.7K
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 1.19% |
$21K - $22.9K
|
3.33K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-40- 3.34% |
$21K - $22.9K
|
1.16K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-42- 6.86% |
$22K - $24K
|
570
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.86% |
$22.5K - $24.6K
|
2.27K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43- 3.19% |
$22.5K - $24.6K
|
1.31K
$767K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 0.32% |
$22.5K - $24.6K
|
13.5K
$7.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-44- 5.06% |
$23K - $25.2K
|
825
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-44- 0.26% |
$23K - $25.2K
|
17K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-45- 0.32% |
$23.6K - $25.7K
|
14.1K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45- 10.95% |
$23.6K - $25.7K
|
366
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-45- 0.37% |
$23.6K - $25.7K
|
12.2K
$7.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-45- 0.67% |
$23.6K - $25.7K
|
6.71K
$3.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 0.82% |
$23.6K - $25.7K
|
5.46K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-47- 2.44% |
$24.6K - $26.9K
|
1.88K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-47- 9.34% |
$24.6K - $26.9K
|
456
$268K
|