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
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-633- 3.78% |
$311K - $352K
|
16.1K
$9.55M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-634- 40.88% |
$312K - $353K
|
917
$544K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-643- 4.99% |
$316K - $358K
|
12.2K
$7.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-644- 1.7% |
$316K - $358K
|
37.3K
$22.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-647- 8.57% |
$318K - $360K
|
6.9K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-654- 2.48% |
$321K - $364K
|
25.7K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-658- 7.7% |
$323K - $366K
|
7.89K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-721- 3.45% |
$354K - $401K
|
20.2K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-751- 66.58% |
$369K - $418K
|
377
$223K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-757- 1.41% |
$372K - $421K
|
53.1K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-775- 17.07% |
$381K - $431K
|
3.77K
$2.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-785- 24.43% |
$386K - $437K
|
2.43K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-804- 1.77% |
$395K - $447K
|
44.6K
$26.5M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-820- 50.0% |
$403K - $456K
|
820
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-822- 6.74% |
$404K - $457K
|
11.4K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-825- 0.65% |
$405K - $459K
|
127K
$75.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-830- 1.25% |
$408K - $462K
|
65.3K
$38.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-869- 27.75% |
$427K - $484K
|
2.26K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-874- 39.49% |
$429K - $486K
|
1.34K
$794K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-884- 10.7% |
$434K - $492K
|
7.38K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-910- 16.29% |
$447K - $506K
|
4.68K
$2.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-941- 4.44% |
$462K - $524K
|
20.3K
$12M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-962- 0.79% |
$473K - $535K
|
121K
$71.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-971- 14.31% |
$477K - $540K
|
5.82K
$3.45M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-993- 2.82% |
$488K - $553K
|
34.3K
$20.3M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.04K- 3.97% |
$509K - $576K
|
25.1K
$14.9M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.08K- 37.41% |
$530K - $600K
|
1.81K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-1.08K- 2.26% |
$530K - $600K
|
46.8K
$27.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.11K- 1.98% |
$543K - $615K
|
54.6K
$32.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.11K- 23.44% |
$544K - $616K
|
3.62K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.14K- 2.47% |
$558K - $632K
|
44.9K
$26.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.16K- 14.44% |
$571K - $647K
|
6.89K
$4.08M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.17K- 63.71% |
$574K - $650K
|
666
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.22K- 75.23% |
$597K - $676K
|
400
$237K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29K- 0.92% |
$632K - $716K
|
139K
$82.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.31K- 2.27% |
$642K - $727K
|
56.3K
$33.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.31K- 41.24% |
$643K - $728K
|
1.86K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.39K- 31.89% |
$681K - $771K
|
2.96K
$1.75M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.54K- 5.04% |
$757K - $857K
|
29K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 45.6% |
$768K - $870K
|
1.87K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.68K- 80.88% |
$825K - $934K
|
397
$235K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 21.55% |
$834K - $944K
|
6.18K
$3.66M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.71K- 7.44% |
$838K - $949K
|
21.2K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.72K- 8.56% |
$844K - $955K
|
18.3K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.73K- 50.84% |
$848K - $960K
|
1.67K
$989K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 6.21% |
$862K - $976K
|
26.5K
$15.7M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.78K- 42.62% |
$876K - $992K
|
2.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.81K- 17.06% |
$889K - $1.01M
|
8.8K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.95K- 4.49% |
$956K - $1.08M
|
41.4K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.98K- 3.34% |
$974K - $1.1M
|
57.3K
$33.9M
|