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
|
United Bank
Vienna, VA |
SELL
|
- |
-203- 9.54% |
$105K - $113K
|
1.93K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-206- 12.32% |
$106K - $115K
|
1.47K
$811K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-207- 14.01% |
$107K - $115K
|
1.27K
$702K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-225- 2.69% |
$116K - $125K
|
8.13K
$4.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-226- 1.41% |
$117K - $126K
|
15.8K
$8.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-228- 18.63% |
$118K - $127K
|
996
$551K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 8.83% |
$118K - $127K
|
2.36K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-229- 5.78% |
$118K - $127K
|
3.74K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-240- 21.05% |
$124K - $133K
|
900
$498K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-241- 10.45% |
$124K - $134K
|
2.07K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-241- 9.03% |
$124K - $134K
|
2.43K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-241- 2.12% |
$124K - $134K
|
11.1K
$6.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-241- 1.38% |
$124K - $134K
|
17.2K
$9.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-245- 11.99% |
$127K - $136K
|
1.8K
$994K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-249- 1.35% |
$129K - $138K
|
18.2K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-250- 1.79% |
$129K - $139K
|
13.7K
$7.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-251- 0.56% |
$130K - $140K
|
44.4K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-267- 0.47% |
$138K - $148K
|
57K
$31.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-268- 0.41% |
$138K - $149K
|
64.6K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-276- 4.33% |
$143K - $154K
|
6.1K
$3.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-276- 1.12% |
$143K - $154K
|
24.3K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-281- 1.73% |
$145K - $156K
|
15.9K
$8.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-281- 1.21% |
$145K - $156K
|
23K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-286- 1.18% |
$148K - $159K
|
23.9K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-288- 2.35% |
$149K - $160K
|
12K
$6.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-295- 9.28% |
$152K - $164K
|
2.88K
$1.59M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-295- 9.28% |
$152K - $164K
|
2.88K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-296- 9.56% |
$153K - $165K
|
2.8K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-300- 10.25% |
$155K - $167K
|
2.63K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-306- 18.49% |
$158K - $170K
|
1.35K
$746K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-310- 23.72% |
$160K - $172K
|
997
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-315- 1.8% |
$163K - $175K
|
17.1K
$9.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-325- 9.86% |
$168K - $181K
|
2.97K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-339- 0.89% |
$175K - $189K
|
37.8K
$20.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-346- 24.98% |
$179K - $192K
|
1.04K
$574K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-350- 0.99% |
$181K - $195K
|
35.2K
$19.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-358- 6.59% |
$185K - $199K
|
5.08K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-359- 0.99% |
$185K - $200K
|
36K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-362- 3.48% |
$187K - $201K
|
10K
$5.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-373- 6.7% |
$193K - $207K
|
5.19K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-382- 14.79% |
$197K - $212K
|
2.2K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-400- 16.47% |
$207K - $222K
|
2.03K
$1.12M
|
|
|
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
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-417- 0.7% |
$215K - $232K
|
58.8K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-417- 15.63% |
$215K - $232K
|
2.25K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-418- 22.33% |
$216K - $232K
|
1.45K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-434Closed |
$224K - $241K
|
0
$0
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-440Closed |
$227K - $245K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-451- 4.72% |
$233K - $251K
|
9.11K
$5.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-456- 14.88% |
$236K - $254K
|
2.61K
$1.44M
|