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 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
89+ 3.43% |
$46.6K - $50.9K
|
2.69K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
87+ 21.91% |
$45.6K - $49.8K
|
484
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83+ 2.1% |
$43.5K - $47.5K
|
4.04K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81+ 3.6% |
$42.4K - $46.3K
|
2.33K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
79+ 6.11% |
$41.4K - $45.2K
|
1.37K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
79+ 15.8% |
$41.4K - $45.2K
|
579
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
77+ 1.65% |
$40.3K - $44K
|
4.74K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
77+ 7.47% |
$40.3K - $44K
|
1.11K
$662K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
76+ 0.8% |
$39.8K - $43.5K
|
9.58K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
75+ 2.38% |
$39.3K - $42.9K
|
3.22K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
74+ 3.42% |
$38.8K - $42.3K
|
2.24K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74+ 1.39% |
$38.8K - $42.3K
|
5.4K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
74+ 1.9% |
$38.8K - $42.3K
|
3.97K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
73+ 6.1% |
$38.2K - $41.8K
|
1.27K
$758K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 15.86% |
$37.7K - $41.2K
|
526
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
71+ 8.94% |
$37.2K - $40.6K
|
865
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
70+ 6.73% |
$36.7K - $40K
|
1.11K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 12.07% |
$36.7K - $40K
|
650
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
69+ 1.65% |
$36.1K - $39.5K
|
4.26K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$36.1K - $39.5K
|
7.23K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 8.93% |
$36.1K - $39.5K
|
842
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
67+ 4.46% |
$35.1K - $38.3K
|
1.57K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
66+ 6.45% |
$34.6K - $37.8K
|
1.09K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
BUY
|
- |
65+ 6.07% |
$34K - $37.2K
|
1.14K
$678K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
63+ 8.31% |
$33K - $36K
|
821
$491K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63+ 15.71% |
$33K - $36K
|
464
$277K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
63+ 0.95% |
$33K - $36K
|
6.69K
$4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60+ 11.26% |
$31.4K - $34.3K
|
593
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.71% |
$30.9K - $33.7K
|
8.42K
$5.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
57+ 6.6% |
$29.9K - $32.6K
|
921
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 11.0% |
$29.9K - $32.6K
|
575
$344K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
55+ 0.22% |
$28.8K - $31.5K
|
24.7K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
55+ 2.73% |
$28.8K - $31.5K
|
2.07K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51+ 12.35% |
$26.7K - $29.2K
|
464
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
51+ 0.61% |
$26.7K - $29.2K
|
8.35K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50+ 1.43% |
$26.2K - $28.6K
|
3.54K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 1.13% |
$26.2K - $28.6K
|
4.47K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 4.03% |
$26.2K - $28.6K
|
1.29K
$772K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$29.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
46+ 2.09% |
$24.1K - $26.3K
|
2.25K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.94% |
$23.6K - $25.7K
|
1.58K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 76.79% |
$22.5K - $24.6K
|
99
$59.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
43+ 2.14% |
$22.5K - $24.6K
|
2.05K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
42+ 0.15% |
$22K - $24K
|
28.4K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
41+ 1.89% |
$21.5K - $23.5K
|
2.21K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41+ 0.63% |
$21.5K - $23.5K
|
6.6K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 9.31% |
$19.9K - $21.7K
|
446
$266K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$18.9K - $20.6K
|
36
$21.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35New |
$18.3K - $20K
|
35
$20.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
35+ 2.25% |
$18.3K - $20K
|
1.59K
$950K
|