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
|
Camden National Bank
Camden, ME |
BUY
|
- |
185+ 44.26% |
$96.9K - $106K
|
603
$354K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
185+ 2.08% |
$96.9K - $106K
|
9.07K
$5.33M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
184+ 0.3% |
$96.4K - $105K
|
60.6K
$35.6M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
181+ 22.82% |
$94.8K - $104K
|
974
$572K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
174+ 4.09% |
$91.1K - $99.5K
|
4.43K
$2.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172+ 21.16% |
$90.1K - $98.4K
|
985
$579K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
168+ 5.79% |
$88K - $96.1K
|
3.07K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
163+ 19.43% |
$85.4K - $93.2K
|
1K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
161+ 14.04% |
$84.3K - $92.1K
|
1.31K
$768K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
160+ 27.92% |
$83.8K - $91.5K
|
733
$431K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$83.3K - $91K
|
159
$93.4K
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
157+ 2.54% |
$82.2K - $89.8K
|
6.35K
$3.73M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
152+ 2.74% |
$79.6K - $86.9K
|
5.7K
$3.35M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
146+ 3.67% |
$76.5K - $83.5K
|
4.12K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
146+ 7.36% |
$76.5K - $83.5K
|
2.13K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
145+ 195.95% |
$76K - $82.9K
|
219
$129K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
141+ 14.84% |
$73.9K - $80.7K
|
1.09K
$641K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
140+ 0.73% |
$73.3K - $80.1K
|
19.3K
$11.4M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
139+ 14.2% |
$72.8K - $79.5K
|
1.12K
$657K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
136+ 1.36% |
$71.2K - $77.8K
|
10.1K
$5.95M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
135+ 6.43% |
$70.7K - $77.2K
|
2.24K
$1.31M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
133+ 0.75% |
$69.7K - $76.1K
|
17.8K
$10.5M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
132+ 7.33% |
$69.1K - $75.5K
|
1.93K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
132+ 1.21% |
$69.1K - $75.5K
|
11K
$6.47M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
131+ 5.42% |
$68.6K - $74.9K
|
2.55K
$1.5M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
124+ 1.08% |
$65K - $70.9K
|
11.6K
$6.82M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
120+ 1.17% |
$62.9K - $68.6K
|
10.4K
$6.08M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
119New |
$62.3K - $68.1K
|
119
$69.9K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119+ 43.59% |
$62.3K - $68.1K
|
392
$230K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
119+ 6.76% |
$62.3K - $68.1K
|
1.88K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
118+ 3.73% |
$61.8K - $67.5K
|
3.29K
$1.93M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
115+ 0.79% |
$60.2K - $65.8K
|
14.8K
$8.67M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114+ 21.88% |
$59.7K - $65.2K
|
635
$373K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
113+ 2.59% |
$59.2K - $64.6K
|
4.47K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
111+ 1.01% |
$58.1K - $63.5K
|
11.1K
$6.5M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
110+ 0.96% |
$57.6K - $62.9K
|
11.6K
$6.8M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
109+ 5.37% |
$57.1K - $62.4K
|
2.14K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
109+ 454.17% |
$57.1K - $62.4K
|
133
$78.1K
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
107+ 0.76% |
$56.1K - $61.2K
|
14.2K
$8.34M
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
105+ 0.73% |
$55K - $60.1K
|
14.5K
$8.52M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
104+ 2.28% |
$54.5K - $59.5K
|
4.66K
$2.74M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
102+ 11.03% |
$53.4K - $58.3K
|
1.03K
$603K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 14.17% |
$52.9K - $57.8K
|
814
$478K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
100+ 1.41% |
$52.4K - $57.2K
|
7.2K
$4.23M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
100+ 8.76% |
$52.4K - $57.2K
|
1.24K
$730K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
98+ 61.25% |
$51.3K - $56.1K
|
258
$152K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
96+ 3.94% |
$50.3K - $54.9K
|
2.53K
$1.49M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
96+ 24.0% |
$50.3K - $54.9K
|
496
$291K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
94+ 4.66% |
$49.2K - $53.8K
|
2.11K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
94+ 0.29% |
$49.2K - $53.8K
|
32.8K
$19.3M
|