Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.69% |
$4.13K - $4.45K
|
1.15K
$661K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-9- 1.2% |
$4.65K - $5.01K
|
743
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.78% |
$4.65K - $5.01K
|
1.15K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-9- 1.69% |
$4.65K - $5.01K
|
523
$300K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-9- 0.17% |
$4.65K - $5.01K
|
5.27K
$3.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-9- 0.05% |
$4.65K - $5.01K
|
19.7K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.65% |
$5.17K - $5.56K
|
1.52K
$873K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-10- 2.19% |
$5.17K - $5.56K
|
447
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 1.17% |
$5.17K - $5.56K
|
845
$485K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-10- 1.27% |
$5.17K - $5.56K
|
780
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.46% |
$5.17K - $5.56K
|
674
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 4.78% |
$5.17K - $5.56K
|
199
$114K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.42K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.1% |
$5.17K - $5.56K
|
9.99K
$5.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-10- 0.46% |
$5.17K - $5.56K
|
2.17K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.45K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.85K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11- 0.46% |
$5.68K - $6.12K
|
2.39K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 45.83% |
$5.68K - $6.12K
|
13
$7.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.84K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11- 0.71% |
$5.68K - $6.12K
|
1.54K
$882K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 2.07% |
$5.68K - $6.12K
|
520
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11- 0.28% |
$5.68K - $6.12K
|
3.96K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-11- 0.92% |
$5.68K - $6.12K
|
1.18K
$680K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12- 2.04% |
$6.2K - $6.67K
|
576
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-12- 2.06% |
$6.2K - $6.67K
|
570
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12- 27.91% |
$6.2K - $6.67K
|
31
$17.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.89% |
$6.2K - $6.67K
|
1.34K
$767K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-13- 4.78% |
$6.72K - $7.23K
|
259
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-13- 0.08% |
$6.72K - $7.23K
|
16.2K
$9.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 1.06% |
$6.72K - $7.23K
|
1.22K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.21% |
$7.23K - $7.79K
|
6.72K
$3.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14- 0.14% |
$7.23K - $7.79K
|
10.2K
$5.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.44% |
$7.75K - $8.34K
|
3.37K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15- 0.47% |
$7.75K - $8.34K
|
3.15K
$1.81M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-15- 0.74% |
$7.75K - $8.34K
|
2.01K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 1.16% |
$7.75K - $8.34K
|
1.28K
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15- 3.57% |
$7.75K - $8.34K
|
405
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-15- 0.21% |
$7.75K - $8.34K
|
7.1K
$4.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 1.23% |
$7.75K - $8.34K
|
1.2K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.97% |
$7.75K - $8.34K
|
1.54K
$882K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 7.69% |
$8.26K - $8.9K
|
192
$110K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.32% |
$8.26K - $8.9K
|
5.01K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-16- 3.23% |
$8.26K - $8.9K
|
480
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17- 1.69% |
$8.78K - $9.45K
|
991
$569K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-17- 0.66% |
$8.78K - $9.45K
|
2.57K
$1.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-17- 0.23% |
$8.78K - $9.45K
|
7.32K
$4.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-18- 1.72% |
$9.3K - $10K
|
1.03K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 1.17% |
$9.3K - $10K
|
1.52K
$872K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 10.05% |
$9.81K - $10.6K
|
170
$97.6K
|