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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-40- 5.08% |
$20.7K - $22.2K
|
747
$413K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-40- 0.41% |
$20.7K - $22.2K
|
9.72K
$5.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40- 4.8% |
$20.7K - $22.2K
|
794
$439K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-40- 6.75% |
$20.7K - $22.2K
|
553
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-41- 0.31% |
$21.2K - $22.8K
|
13.2K
$7.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-42- 1.64% |
$21.7K - $23.4K
|
2.53K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 3.21% |
$22.2K - $23.9K
|
1.3K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-43- 6.16% |
$22.2K - $23.9K
|
655
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-43- 2.69% |
$22.2K - $23.9K
|
1.56K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-44- 1.65% |
$22.7K - $24.5K
|
2.62K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-44- 7.47% |
$22.7K - $24.5K
|
545
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 2.04% |
$22.7K - $24.5K
|
2.11K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-47- 0.54% |
$24.3K - $26.1K
|
8.63K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-48- 0.89% |
$24.8K - $26.7K
|
5.32K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 7.79% |
$25.8K - $27.8K
|
592
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.29% |
$25.8K - $27.8K
|
3.82K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.37% |
$25.8K - $27.8K
|
3.59K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50- 5.39% |
$25.8K - $27.8K
|
878
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 10.8% |
$25.8K - $27.8K
|
413
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 50.0% |
$25.8K - $27.8K
|
50
$27.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 14.08% |
$25.8K - $27.8K
|
305
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 1.44% |
$25.8K - $27.8K
|
3.42K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-51- 11.09% |
$26.3K - $28.4K
|
409
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 1.03% |
$26.3K - $28.4K
|
4.9K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-51- 5.15% |
$26.3K - $28.4K
|
940
$520K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-52- 5.34% |
$26.9K - $28.9K
|
922
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-53- 0.76% |
$27.4K - $29.5K
|
6.91K
$3.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-55- 1.22% |
$28.4K - $30.6K
|
4.46K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-55- 4.41% |
$28.4K - $30.6K
|
1.19K
$659K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-57- 0.6% |
$29.4K - $31.7K
|
9.51K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-58- 0.8% |
$30K - $32.3K
|
7.17K
$3.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-60- 0.71% |
$31K - $33.4K
|
8.44K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-60- 2.06% |
$31K - $33.4K
|
2.86K
$1.58M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-60- 12.24% |
$31K - $33.4K
|
430
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-61- 10.17% |
$31.5K - $33.9K
|
539
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-62- 1.2% |
$32K - $34.5K
|
5.1K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-64- 0.36% |
$33.1K - $35.6K
|
17.6K
$9.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-67- 2.8% |
$34.6K - $37.3K
|
2.33K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-68- 1.12% |
$35.1K - $37.8K
|
6.03K
$3.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-69- 0.98% |
$35.6K - $38.4K
|
7K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-70- 35.0% |
$36.2K - $38.9K
|
130
$71.9K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 10.26% |
$36.2K - $38.9K
|
612
$338K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-70- 10.59% |
$36.2K - $38.9K
|
591
$327K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-70- 1.18% |
$36.2K - $38.9K
|
5.84K
$3.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-71- 15.33% |
$36.7K - $39.5K
|
392
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71- 1.12% |
$36.7K - $39.5K
|
6.24K
$3.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-71- 1.82% |
$36.7K - $39.5K
|
3.84K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-71- 14.55% |
$36.7K - $39.5K
|
417
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-74- 1.46% |
$38.2K - $41.2K
|
5K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 8.63% |
$38.2K - $41.2K
|
783
$433K
|