Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-86- 1.01% |
$42.3K - $47.9K
|
8.41K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.69% |
$44.2K - $50.1K
|
12.9K
$7.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-90- 0.29% |
$44.2K - $50.1K
|
30.5K
$18.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-90- 78.95% |
$44.2K - $50.1K
|
24
$14.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-90- 15.52% |
$44.2K - $50.1K
|
490
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-92- 1.24% |
$45.2K - $51.2K
|
7.34K
$4.35M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-92- 0.65% |
$45.2K - $51.2K
|
14K
$8.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-93- 0.4% |
$45.7K - $51.7K
|
23.3K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-95- 3.8% |
$46.7K - $52.9K
|
2.41K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-95- 0.98% |
$46.7K - $52.9K
|
9.57K
$5.67M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-95- 1.72% |
$46.7K - $52.9K
|
5.43K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-96- 4.07% |
$47.2K - $53.4K
|
2.26K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-96- 1.92% |
$47.2K - $53.4K
|
4.92K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-97- 3.65% |
$47.7K - $54K
|
2.56K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-97- 21.46% |
$47.7K - $54K
|
355
$210K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-100- 1.53% |
$49.1K - $55.6K
|
6.44K
$3.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-100- 3.06% |
$49.1K - $55.6K
|
3.17K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 12.5% |
$49.1K - $55.6K
|
700
$415K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-100- 6.14% |
$49.1K - $55.6K
|
1.53K
$906K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 4.66% |
$49.1K - $55.6K
|
2.05K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-102- 6.25% |
$50.1K - $56.8K
|
1.53K
$908K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-104- 0.29% |
$51.1K - $57.9K
|
36.4K
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-105- 2.88% |
$51.6K - $58.4K
|
3.54K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-106- 0.24% |
$52.1K - $59K
|
44.9K
$26.6M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110- 19.2% |
$54K - $61.2K
|
463
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-114- 4.23% |
$56K - $63.4K
|
2.58K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-114- 1.4% |
$56K - $63.4K
|
8.04K
$4.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-115- 6.47% |
$56.5K - $64K
|
1.66K
$985K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-116- 14.78% |
$57K - $64.5K
|
669
$397K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-116- 0.88% |
$57K - $64.5K
|
13.1K
$7.78M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-122- 1.34% |
$59.9K - $67.9K
|
9K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-123- 5.13% |
$60.4K - $68.4K
|
2.28K
$1.35M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-126- 28.64% |
$61.9K - $70.1K
|
314
$186K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-129- 3.67% |
$63.4K - $71.8K
|
3.39K
$2.01M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-130- 3.93% |
$63.9K - $72.3K
|
3.18K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-134- 8.36% |
$65.8K - $74.6K
|
1.47K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 2.07% |
$66.3K - $75.1K
|
6.37K
$3.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 5.02% |
$66.8K - $75.7K
|
2.57K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-137- 1.86% |
$67.3K - $76.2K
|
7.22K
$4.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-138- 1.36% |
$67.8K - $76.8K
|
10K
$5.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-140- 1.05% |
$68.8K - $77.9K
|
13.2K
$7.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-141- 12.92% |
$69.3K - $78.5K
|
950
$563K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-141- 14.23% |
$69.3K - $78.5K
|
850
$504K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-142- 1.41% |
$69.8K - $79K
|
9.96K
$5.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-150- 4.1% |
$73.7K - $83.5K
|
3.51K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-150- 24.31% |
$73.7K - $83.5K
|
467
$277K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 15.24% |
$73.7K - $83.5K
|
834
$494K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-152- 4.13% |
$74.7K - $84.6K
|
3.53K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-154- 5.29% |
$75.7K - $85.7K
|
2.76K
$1.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-160- 0.7% |
$78.6K - $89K
|
22.8K
$13.5M
|