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 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-344- 16.9% |
$180K - $197K
|
1.69K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-357- 2.71% |
$187K - $204K
|
12.8K
$7.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-357- 2.27% |
$187K - $204K
|
15.4K
$9.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-361- 4.18% |
$189K - $206K
|
8.27K
$4.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-365- 7.42% |
$191K - $209K
|
4.56K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-366- 22.88% |
$192K - $209K
|
1.23K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-376- 2.36% |
$197K - $215K
|
15.6K
$9.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-376- 4.37% |
$197K - $215K
|
8.22K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-385- 2.12% |
$202K - $220K
|
17.8K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-392- 5.86% |
$205K - $224K
|
6.3K
$3.73M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-404- 0.8% |
$212K - $231K
|
49.9K
$29.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-407- 0.34% |
$213K - $233K
|
121K
$71.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-414- 36.13% |
$217K - $237K
|
732
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-415- 2.44% |
$217K - $237K
|
16.6K
$9.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-416- 1.02% |
$218K - $238K
|
40.5K
$23.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-434- 5.16% |
$227K - $248K
|
7.98K
$4.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-436- 2.2% |
$228K - $249K
|
19.4K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-451- 4.72% |
$236K - $258K
|
9.11K
$5.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-460- 0.56% |
$241K - $263K
|
81.1K
$48M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 1.61% |
$245K - $267K
|
28.5K
$16.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-467- 18.25% |
$245K - $267K
|
2.09K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-473- 2.28% |
$248K - $271K
|
20.3K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-477- 90.0% |
$250K - $273K
|
53
$31.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-493- 19.52% |
$258K - $282K
|
2.03K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-493- 34.19% |
$258K - $282K
|
949
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-518- 20.13% |
$271K - $296K
|
2.06K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-542- 2.02% |
$284K - $310K
|
26.3K
$15.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-543- 3.85% |
$284K - $311K
|
13.6K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-556- 21.32% |
$291K - $318K
|
2.05K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-565- 34.02% |
$296K - $323K
|
1.1K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-574- 1.75% |
$301K - $328K
|
32.3K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-576- 7.06% |
$302K - $329K
|
7.58K
$4.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-583- 6.73% |
$305K - $333K
|
8.08K
$4.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-588- 41.88% |
$308K - $336K
|
816
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-595- 3.65% |
$312K - $340K
|
15.7K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-610- 40.16% |
$320K - $349K
|
909
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-639- 0.51% |
$335K - $366K
|
125K
$73.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-645- 0.06% |
$338K - $369K
|
1.11M
$658M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-662- 4.11% |
$347K - $379K
|
15.4K
$9.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-669- 0.92% |
$350K - $383K
|
71.7K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-687- 1.35% |
$360K - $393K
|
50.3K
$29.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-702- 1.85% |
$368K - $402K
|
37.1K
$22M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-730- 2.47% |
$382K - $418K
|
28.8K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-737- 29.29% |
$386K - $422K
|
1.78K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-740- 54.81% |
$388K - $423K
|
610
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-777- 8.03% |
$407K - $444K
|
8.9K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-781- 3.04% |
$409K - $447K
|
24.9K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-785- 0.56% |
$411K - $449K
|
139K
$82M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-796- 1.79% |
$417K - $455K
|
43.6K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-802- 4.5% |
$420K - $459K
|
17K
$10.1M
|