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 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-80- 1.45% |
$41.3K - $44.5K
|
5.44K
$3.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-80- 0.4% |
$41.3K - $44.5K
|
19.9K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-82- 0.46% |
$42.4K - $45.6K
|
17.7K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-82- 0.85% |
$42.4K - $45.6K
|
9.53K
$5.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-82- 5.23% |
$42.4K - $45.6K
|
1.49K
$853K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-83- 1.2% |
$42.9K - $46.2K
|
6.82K
$3.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-84- 1.64% |
$43.4K - $46.7K
|
5.03K
$2.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-87- 3.19% |
$44.9K - $48.4K
|
2.64K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.17% |
$46.5K - $50.1K
|
7.63K
$4.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-92- 4.0% |
$47.5K - $51.2K
|
2.21K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-93- 1.43% |
$48K - $51.7K
|
6.39K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-94- 0.21% |
$48.6K - $52.3K
|
44.8K
$25.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-94- 4.59% |
$48.6K - $52.3K
|
1.96K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-94- 20.94% |
$48.6K - $52.3K
|
355
$204K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-95- 1.44% |
$49.1K - $52.8K
|
6.5K
$3.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-95- 0.29% |
$49.1K - $52.8K
|
33K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-96- 4.57% |
$49.6K - $53.4K
|
2.01K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-97- 2.74% |
$50.1K - $53.9K
|
3.44K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-97- 5.43% |
$50.1K - $53.9K
|
1.69K
$969K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-98- 19.25% |
$50.6K - $54.5K
|
411
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-99- 6.31% |
$51.1K - $55.1K
|
1.47K
$844K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-100- 1.55% |
$51.7K - $55.6K
|
6.34K
$3.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 3.63% |
$51.7K - $55.6K
|
2.66K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-100- 8.98% |
$51.7K - $55.6K
|
1.01K
$582K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 2.79% |
$51.7K - $55.6K
|
3.48K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-100- 0.48% |
$51.7K - $55.6K
|
20.8K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-102- 5.24% |
$52.7K - $56.7K
|
1.85K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-103- 11.26% |
$53.2K - $57.3K
|
812
$466K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-105- 17.33% |
$54.2K - $58.4K
|
501
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-107- 20.11% |
$55.3K - $59.5K
|
425
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108- 10.52% |
$55.8K - $60.1K
|
919
$527K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-109- 2.47% |
$56.3K - $60.6K
|
4.3K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-109- 0.41% |
$56.3K - $60.6K
|
26.6K
$15.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-110- 5.58% |
$56.8K - $61.2K
|
1.86K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-110- 0.74% |
$56.8K - $61.2K
|
14.8K
$8.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.88% |
$58.4K - $62.8K
|
12.8K
$7.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-119- 4.27% |
$61.5K - $66.2K
|
2.67K
$1.53M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-119- 1.33% |
$61.5K - $66.2K
|
8.83K
$5.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-123- 1.23% |
$63.5K - $68.4K
|
9.88K
$5.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-126- 2.52% |
$65.1K - $70.1K
|
4.88K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-126- 7.53% |
$65.1K - $70.1K
|
1.55K
$888K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-127- 3.83% |
$65.6K - $70.6K
|
3.19K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-127- 0.4% |
$65.6K - $70.6K
|
31.5K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-127- 1.24% |
$65.6K - $70.6K
|
10.1K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-130- 21.28% |
$67.2K - $72.3K
|
481
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-130- 0.21% |
$67.2K - $72.3K
|
62K
$35.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-134- 5.21% |
$69.2K - $74.5K
|
2.44K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-135- 16.42% |
$69.7K - $75.1K
|
687
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-135- 2.57% |
$69.7K - $75.1K
|
5.12K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-135- 28.91% |
$69.7K - $75.1K
|
332
$191K
|