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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.33K+ 28.48% |
$1.74M - $1.9M
|
15K
$8.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 12.92% |
$1.61M - $1.76M
|
26.9K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 176.17% |
$1.61M - $1.76M
|
4.82K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.02K+ 9.98% |
$1.58M - $1.73M
|
33.3K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 347.96% |
$1.52M - $1.66M
|
3.74K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.87K+ 5.92% |
$1.51M - $1.64M
|
51.4K
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.75K+ 17.36% |
$1.44M - $1.57M
|
18.6K
$10.9M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2.7KNew |
$1.42M - $1.55M
|
2.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 1.86% |
$1.37M - $1.5M
|
144K
$84.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.61K+ 5.82% |
$1.37M - $1.49M
|
47.4K
$27.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.47KNew |
$1.29M - $1.41M
|
2.47K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.44K+ 30.74% |
$1.28M - $1.39M
|
10.4K
$6.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.37KNew |
$1.24M - $1.36M
|
2.37K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
2.37K+ 1.74% |
$1.24M - $1.36M
|
139K
$81.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.3K+ 31.89% |
$1.2M - $1.31M
|
9.5K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.28KNew |
$1.19M - $1.3M
|
2.28K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.24KNew |
$1.17M - $1.28M
|
2.24K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.24KNew |
$1.17M - $1.28M
|
2.24K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.17KNew |
$1.14M - $1.24M
|
2.17K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.06KNew |
$1.08M - $1.18M
|
2.06K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 1.89% |
$1.06M - $1.16M
|
109K
$64.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.02K+ 2.12% |
$1.06M - $1.16M
|
97.5K
$57.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 1.37% |
$1.06M - $1.15M
|
149K
$87.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2KNew |
$1.05M - $1.14M
|
2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$998K - $1.09M
|
1.91K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.9K+ 3.07% |
$997K - $1.09M
|
63.8K
$37.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.9K+ 19.15% |
$995K - $1.09M
|
11.8K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.84K+ 12.87% |
$962K - $1.05M
|
16.1K
$9.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.81K+ 0.49% |
$949K - $1.04M
|
369K
$217M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.81K+ 4.46% |
$947K - $1.03M
|
42.3K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.77K+ 28.43% |
$929K - $1.01M
|
8.01K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.75K+ 154.23% |
$916K - $1M
|
2.88K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 8.14% |
$883K - $964K
|
22.4K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.6KNew |
$836K - $912K
|
1.6K
$937K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.59K+ 8.34% |
$835K - $912K
|
20.7K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54K+ 176.4% |
$807K - $881K
|
2.41K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.53K+ 10.74% |
$803K - $877K
|
15.8K
$9.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.5K+ 44.12% |
$784K - $856K
|
4.89K
$2.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 24.79% |
$783K - $855K
|
7.53K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.39KNew |
$729K - $796K
|
1.39K
$818K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.36K+ 56.7% |
$711K - $777K
|
3.75K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.36K+ 1.24% |
$710K - $776K
|
110K
$64.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 7.62% |
$707K - $772K
|
19.1K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.35K+ 232.19% |
$707K - $772K
|
1.93K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 5.46% |
$694K - $757K
|
25.6K
$15M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 157.11% |
$672K - $733K
|
2.1K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 46.15% |
$660K - $720K
|
3.99K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.25K+ 23.7% |
$654K - $714K
|
6.51K
$3.83M
|