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 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-633- 26.38% |
$327K - $352K
|
1.77K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-634- 1.93% |
$327K - $353K
|
32.2K
$18.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-639- 1.17% |
$330K - $355K
|
54K
$31M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-643- 5.22% |
$332K - $358K
|
11.7K
$6.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-650- 2.24% |
$336K - $362K
|
28.3K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-661- 55.27% |
$341K - $368K
|
535
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-668- 10.19% |
$345K - $372K
|
5.89K
$3.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-673- 3.4% |
$348K - $374K
|
19.1K
$11M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-684- 9.27% |
$353K - $380K
|
6.7K
$3.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-767- 3.06% |
$396K - $427K
|
24.3K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-784- 4.72% |
$405K - $436K
|
15.8K
$9.08M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-797- 2.2% |
$412K - $443K
|
35.4K
$20.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-810- 3.06% |
$418K - $450K
|
25.7K
$14.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-817- 93.05% |
$422K - $454K
|
61
$35K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-835- 15.69% |
$431K - $464K
|
4.49K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-854- 2.49% |
$441K - $475K
|
33.4K
$19.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-982- 2.98% |
$507K - $546K
|
32K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1K- 7.67% |
$517K - $556K
|
12K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.02K- 46.42% |
$526K - $567K
|
1.18K
$675K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.03K- 8.04% |
$532K - $572K
|
11.8K
$6.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.06K- 9.85% |
$547K - $588K
|
9.68K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.08K- 4.93% |
$556K - $598K
|
20.8K
$11.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.1K- 8.76% |
$568K - $612K
|
11.5K
$6.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 22.42% |
$569K - $613K
|
3.81K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 9.06% |
$591K - $637K
|
11.5K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.21K- 15.49% |
$625K - $672K
|
6.6K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.28K- 1.16% |
$662K - $713K
|
109K
$62.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-1.33K- 2.85% |
$688K - $740K
|
45.4K
$26.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.35K- 80.93% |
$695K - $748K
|
317
$182K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.35K- 6.36% |
$697K - $751K
|
19.9K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.35K- 46.72% |
$698K - $752K
|
1.54K
$885K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.39K- 17.28% |
$717K - $773K
|
6.65K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 0.13% |
$729K - $785K
|
1.11M
$639M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.42K- 1.12% |
$731K - $787K
|
125K
$71.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 65.15% |
$746K - $804K
|
773
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 43.42% |
$754K - $811K
|
1.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 2.71% |
$787K - $847K
|
54.7K
$31.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.53K- 4.27% |
$791K - $852K
|
34.4K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.57K- 25.35% |
$809K - $871K
|
4.61K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.59K- 8.15% |
$821K - $884K
|
17.9K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.61K- 8.77% |
$830K - $894K
|
16.7K
$9.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.63K- 3.93% |
$839K - $904K
|
39.7K
$22.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.68K- 29.0% |
$869K - $935K
|
4.12K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.7K- 10.52% |
$876K - $943K
|
14.4K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 19.12% |
$879K - $947K
|
7.2K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.73K- 13.65% |
$895K - $963K
|
11K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.8K- 54.01% |
$931K - $1M
|
1.54K
$881K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.01K- 2.09% |
$1.04M - $1.12M
|
94.3K
$54.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.07K- 5.8% |
$1.07M - $1.15M
|
33.7K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.11K- 2.84% |
$1.09M - $1.18M
|
72.3K
$41.5M
|