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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-307- 1.39% |
$151K - $171K
|
21.8K
$12.9M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-314- 6.95% |
$154K - $175K
|
4.2K
$2.49M
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-324- 34.84% |
$159K - $180K
|
606
$359K
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-325- 10.44% |
$160K - $181K
|
2.79K
$1.65M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-325- 7.67% |
$160K - $181K
|
3.91K
$2.32M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-326- 3.1% |
$160K - $181K
|
10.2K
$6.04M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-328- 0.99% |
$161K - $182K
|
32.8K
$19.4M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-329- 12.31% |
$162K - $183K
|
2.34K
$1.39M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-332- 6.87% |
$163K - $185K
|
4.5K
$2.67M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-337- 16.69% |
$166K - $188K
|
1.68K
$997K
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-338- 3.43% |
$166K - $188K
|
9.51K
$5.63M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-340- 21.0% |
$167K - $189K
|
1.28K
$758K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-342- 0.7% |
$168K - $190K
|
48.4K
$28.7M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-346- 0.3% |
$170K - $193K
|
115K
$68M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-352- 1.87% |
$173K - $196K
|
18.4K
$10.9M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-357- 4.88% |
$175K - $199K
|
6.96K
$4.13M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-361- 6.13% |
$177K - $201K
|
5.53K
$3.28M
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-362- 42.0% |
$178K - $201K
|
500
$296K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-371- 1.85% |
$182K - $206K
|
19.7K
$11.7M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-371- 2.13% |
$182K - $206K
|
17.1K
$10.1M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-376- 3.63% |
$185K - $209K
|
9.99K
$5.92M
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-381- 2.09% |
$187K - $212K
|
17.9K
$10.6M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-390- 17.24% |
$192K - $217K
|
1.87K
$1.11M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-390- 0.79% |
$192K - $217K
|
49K
$29M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-399- 1.53% |
$196K - $222K
|
25.7K
$15.2M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-400- 19.56% |
$197K - $223K
|
1.65K
$975K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-408- 1.5% |
$200K - $227K
|
26.7K
$15.8M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-411- 13.8% |
$202K - $229K
|
2.57K
$1.52M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-413- 34.85% |
$203K - $230K
|
772
$458K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 40.1% |
$206K - $233K
|
626
$371K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-421- 2.74% |
$207K - $234K
|
14.9K
$8.85M
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-424- 6.72% |
$208K - $236K
|
5.89K
$3.49M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-436- 15.4% |
$214K - $243K
|
2.4K
$1.42M
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-438- 4.82% |
$215K - $244K
|
8.65K
$5.13M
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-457- 7.59% |
$225K - $254K
|
5.57K
$3.3M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-472- 5.99% |
$232K - $263K
|
7.41K
$4.39M
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-486- 5.33% |
$239K - $270K
|
8.64K
$5.12M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-492- 30.62% |
$242K - $274K
|
1.12K
$661K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-503- 50.0% |
$247K - $280K
|
503
$298K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-505- 2.49% |
$248K - $281K
|
19.7K
$11.7M
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-507- 2.43% |
$249K - $282K
|
20.4K
$12.1M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-513- 1.12% |
$252K - $285K
|
45.3K
$26.9M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-541- 3.27% |
$266K - $301K
|
16K
$9.47M
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-554- 9.93% |
$272K - $308K
|
5.02K
$2.98M
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-562- 3.12% |
$276K - $313K
|
17.5K
$10.3M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-568- 17.99% |
$279K - $316K
|
2.59K
$1.54M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-587- 8.78% |
$288K - $327K
|
6.1K
$3.61M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-598- 2.93% |
$294K - $333K
|
19.8K
$11.7M
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-617- 5.6% |
$303K - $343K
|
10.4K
$6.17M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-625- 12.64% |
$307K - $348K
|
4.32K
$2.56M
|