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 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-245- 11.99% |
$127K - $136K
|
1.8K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-249- 1.35% |
$129K - $138K
|
18.2K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-250- 1.79% |
$129K - $139K
|
13.7K
$7.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-251- 0.56% |
$130K - $140K
|
44.4K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-267- 0.47% |
$138K - $148K
|
57K
$32.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-268- 0.41% |
$138K - $149K
|
64.6K
$37.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-276- 1.12% |
$143K - $154K
|
24.3K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-276- 4.33% |
$143K - $154K
|
6.1K
$3.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-281- 1.21% |
$145K - $156K
|
23K
$13.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-281- 1.73% |
$145K - $156K
|
15.9K
$9.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-286- 1.18% |
$148K - $159K
|
23.9K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-288- 2.35% |
$149K - $160K
|
12K
$6.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-295- 9.28% |
$152K - $164K
|
2.88K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-296- 9.56% |
$153K - $165K
|
2.8K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-300- 10.25% |
$155K - $167K
|
2.63K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-306- 18.49% |
$158K - $170K
|
1.35K
$774K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-310- 23.72% |
$160K - $172K
|
997
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-315- 1.8% |
$163K - $175K
|
17.1K
$9.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-325- 9.86% |
$168K - $181K
|
2.97K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-339- 0.89% |
$175K - $189K
|
37.8K
$21.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-346- 24.98% |
$179K - $192K
|
1.04K
$596K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-350- 0.99% |
$181K - $195K
|
35.2K
$20.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-358- 6.59% |
$185K - $199K
|
5.08K
$2.91M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-359- 0.99% |
$185K - $200K
|
36K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-362- 3.48% |
$187K - $201K
|
10K
$5.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-373- 6.7% |
$193K - $207K
|
5.19K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-382- 14.79% |
$197K - $212K
|
2.2K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-400- 16.47% |
$207K - $222K
|
2.03K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-400- 41.88% |
$207K - $222K
|
555
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-417- 0.7% |
$215K - $232K
|
58.8K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-417- 15.63% |
$215K - $232K
|
2.25K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-418- 22.33% |
$216K - $232K
|
1.45K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-434Closed |
$224K - $241K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-451- 4.72% |
$233K - $251K
|
9.11K
$5.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-456- 14.88% |
$236K - $254K
|
2.61K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-464- 2.52% |
$240K - $258K
|
18K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-470- 23.68% |
$243K - $261K
|
1.52K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-473- 1.11% |
$244K - $263K
|
42.1K
$24.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-476- 5.51% |
$246K - $265K
|
8.16K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-495- 14.11% |
$256K - $275K
|
3.01K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-510- 31.15% |
$263K - $284K
|
1.13K
$647K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-520- 3.25% |
$269K - $289K
|
15.5K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-522- 31.29% |
$270K - $290K
|
1.15K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-526- 4.22% |
$272K - $293K
|
11.9K
$6.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-579- 4.69% |
$299K - $322K
|
11.8K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-579- 19.73% |
$299K - $322K
|
2.36K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-592- 5.2% |
$306K - $329K
|
10.8K
$6.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-593- 7.7% |
$306K - $330K
|
7.11K
$4.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-611- 6.27% |
$316K - $340K
|
9.14K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-627- 20.65% |
$324K - $349K
|
2.41K
$1.38M
|