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 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 1.23% |
$7.75K - $8.34K
|
1.2K
$663K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.32% |
$8.26K - $8.9K
|
5.01K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-16- 3.23% |
$8.26K - $8.9K
|
480
$265K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 7.69% |
$8.26K - $8.9K
|
192
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17- 1.69% |
$8.78K - $9.45K
|
991
$548K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-17- 0.23% |
$8.78K - $9.45K
|
7.32K
$4.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-17- 0.66% |
$8.78K - $9.45K
|
2.57K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-18- 1.72% |
$9.3K - $10K
|
1.03K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 1.17% |
$9.3K - $10K
|
1.52K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-19- 0.83% |
$9.81K - $10.6K
|
2.26K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 10.05% |
$9.81K - $10.6K
|
170
$94K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-19- 1.14% |
$9.81K - $10.6K
|
1.65K
$911K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20- 1.49% |
$10.3K - $11.1K
|
1.32K
$729K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-20- 0.6% |
$10.3K - $11.1K
|
3.32K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20- 2.12% |
$10.3K - $11.1K
|
925
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-20- 0.12% |
$10.3K - $11.1K
|
17.1K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-20- 2.67% |
$10.3K - $11.1K
|
730
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 3.35% |
$10.8K - $11.7K
|
605
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.82% |
$10.8K - $11.7K
|
2.54K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-22- 0.32% |
$11.4K - $12.2K
|
6.76K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 9.73% |
$11.4K - $12.2K
|
204
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23- 4.09% |
$11.9K - $12.8K
|
539
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 1.96% |
$12.9K - $13.9K
|
1.25K
$692K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-25- 0.13% |
$12.9K - $13.9K
|
19.6K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 0.51% |
$12.9K - $13.9K
|
4.92K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-27- 0.35% |
$13.9K - $15K
|
7.8K
$4.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-28- 1.98% |
$14.5K - $15.6K
|
1.39K
$768K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-29- 0.85% |
$15K - $16.1K
|
3.39K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-30- 5.19% |
$15.5K - $16.7K
|
548
$303K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 0.85% |
$15.5K - $16.7K
|
3.5K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32- 1.56% |
$16.5K - $17.8K
|
2.01K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-32- 1.63% |
$16.5K - $17.8K
|
1.93K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-32- 4.24% |
$16.5K - $17.8K
|
723
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-32- 2.72% |
$16.5K - $17.8K
|
1.15K
$634K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-33- 3.18% |
$17K - $18.4K
|
1K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-34- 0.28% |
$17.6K - $18.9K
|
12.2K
$6.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-34- 0.25% |
$17.6K - $18.9K
|
13.6K
$7.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-34- 1.76% |
$17.6K - $18.9K
|
1.9K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.55% |
$18.1K - $19.5K
|
6.34K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 1.91% |
$18.1K - $19.5K
|
1.8K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-35- 0.65% |
$18.1K - $19.5K
|
5.37K
$2.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-35- 33.33% |
$18.1K - $19.5K
|
70
$38.7K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-36- 0.12% |
$18.6K - $20K
|
30.4K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-36- 1.58% |
$18.6K - $20K
|
2.24K
$1.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-36- 6.75% |
$18.6K - $20K
|
497
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 5.63% |
$19.1K - $20.6K
|
620
$343K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-38- 5.7% |
$19.6K - $21.1K
|
629
$348K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-39- 2.58% |
$20.1K - $21.7K
|
1.47K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-39- 4.79% |
$20.1K - $21.7K
|
775
$428K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-39- 0.24% |
$20.1K - $21.7K
|
16.1K
$8.9M
|