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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 2.09% |
$85.9K - $93.8K
|
7.7K
$4.52M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-165- 3.39% |
$86.4K - $94.4K
|
4.7K
$2.76M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-170- 34.14% |
$89.1K - $97.2K
|
328
$193K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-171- 2.55% |
$89.6K - $97.8K
|
6.54K
$3.84M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-174- 11.25% |
$91.1K - $99.5K
|
1.37K
$807K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-178- 2.54% |
$93.2K - $102K
|
6.83K
$4.01M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-180- 0.26% |
$94.3K - $103K
|
69.2K
$40.6M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-185- 6.14% |
$96.9K - $106K
|
2.83K
$1.66M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-189- 1.91% |
$99K - $108K
|
9.69K
$5.69M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-201- 5.74% |
$105K - $115K
|
3.3K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-202- 2.03% |
$106K - $116K
|
9.76K
$5.73M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-202- 1.23% |
$106K - $116K
|
16.2K
$9.51M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-203- 4.13% |
$106K - $116K
|
4.72K
$2.77M
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-210- 3.86% |
$110K - $120K
|
5.23K
$3.07M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-213- 4.35% |
$112K - $122K
|
4.69K
$2.75M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-214- 1.03% |
$112K - $122K
|
20.6K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-215- 2.19% |
$113K - $123K
|
9.61K
$5.64M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-216- 0.64% |
$113K - $124K
|
33.4K
$19.6M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-217- 24.72% |
$114K - $124K
|
661
$388K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-218- 0.33% |
$114K - $125K
|
65.7K
$38.6M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-220- 0.23% |
$115K - $126K
|
94.1K
$55.3M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-221- 6.1% |
$116K - $126K
|
3.4K
$2M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-222- 5.18% |
$116K - $127K
|
4.06K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-223- 6.96% |
$117K - $128K
|
2.98K
$1.75M
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-224- 3.06% |
$117K - $128K
|
7.1K
$4.17M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-224- 0.39% |
$117K - $128K
|
56.8K
$33.4M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-225- 19.96% |
$118K - $129K
|
902
$530K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-225- 4.39% |
$118K - $129K
|
4.9K
$2.88M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 11.48% |
$123K - $134K
|
1.81K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-235- 0.68% |
$123K - $134K
|
34.1K
$20.1M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-236- 1.64% |
$124K - $135K
|
14.2K
$8.33M
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-236- 2.34% |
$124K - $135K
|
9.85K
$5.79M
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-239- 0.46% |
$125K - $137K
|
51.8K
$30.4M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-242- 1.0% |
$127K - $138K
|
24.1K
$14.1M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-246- 1.4% |
$129K - $141K
|
17.3K
$10.2M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-248- 4.16% |
$130K - $142K
|
5.71K
$3.35M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-249- 1.69% |
$130K - $142K
|
14.5K
$8.53M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$131K - $143K
|
0
$0
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-262- 5.58% |
$137K - $150K
|
4.43K
$2.6M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-276- 10.31% |
$145K - $158K
|
2.4K
$1.41M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-283- 2.37% |
$148K - $162K
|
11.7K
$6.85M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-284- 7.4% |
$149K - $162K
|
3.56K
$2.09M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-287- 3.4% |
$150K - $164K
|
8.15K
$4.79M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-296- 8.66% |
$155K - $169K
|
3.12K
$1.83M
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-296- 2.95% |
$155K - $169K
|
9.75K
$5.73M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-301- 1.75% |
$158K - $172K
|
16.9K
$9.94M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-323- 2.74% |
$169K - $185K
|
11.5K
$6.73M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-326- 4.06% |
$171K - $186K
|
7.7K
$4.52M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-328- 0.27% |
$172K - $188K
|
122K
$71.6M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-337- 30.58% |
$177K - $193K
|
765
$449K
|