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 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
572New |
$295K - $318K
|
572
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
568New |
$293K - $316K
|
568
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
565+ 79.02% |
$292K - $314K
|
1.28K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
560+ 18.32% |
$289K - $311K
|
3.62K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
559+ 16.85% |
$289K - $311K
|
3.88K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
557+ 83.63% |
$288K - $310K
|
1.22K
$702K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
556+ 58.77% |
$287K - $309K
|
1.5K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
550+ 54.73% |
$284K - $306K
|
1.56K
$893K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
546New |
$282K - $304K
|
546
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
535New |
$276K - $298K
|
535
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
521+ 0.87% |
$269K - $290K
|
60.4K
$34.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
504+ 0.66% |
$260K - $280K
|
77.2K
$44.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
502+ 10.64% |
$259K - $279K
|
5.22K
$3M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
501New |
$259K - $279K
|
501
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500New |
$258K - $278K
|
500
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
500New |
$258K - $278K
|
500
$287K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
493New |
$255K - $274K
|
493
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
490+ 21.6% |
$253K - $273K
|
2.76K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
485New |
$251K - $270K
|
485
$278K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
482New |
$249K - $268K
|
482
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
482+ 1.15% |
$249K - $268K
|
42.3K
$24.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482New |
$249K - $268K
|
482
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
480New |
$248K - $267K
|
480
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
468+ 7.75% |
$242K - $260K
|
6.51K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
468+ 3.96% |
$242K - $260K
|
12.3K
$7.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
465New |
$240K - $259K
|
465
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
460New |
$238K - $256K
|
460
$264K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
457+ 3.44% |
$236K - $254K
|
13.7K
$7.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
453+ 6.12% |
$234K - $252K
|
7.86K
$4.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
452New |
$233K - $251K
|
452
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
451+ 22.63% |
$233K - $251K
|
2.44K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
446+ 3.26% |
$230K - $248K
|
14.1K
$8.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
444+ 41.0% |
$229K - $247K
|
1.53K
$876K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
443+ 118.77% |
$229K - $246K
|
816
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
435+ 3.55% |
$225K - $242K
|
12.7K
$7.29M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
434New |
$224K - $241K
|
434
$249K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
427New |
$221K - $237K
|
427
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
427+ 8.34% |
$221K - $237K
|
5.55K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
425+ 117.4% |
$220K - $236K
|
787
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
420New |
$217K - $234K
|
420
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
417+ 2.06% |
$215K - $232K
|
20.7K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
417+ 25.58% |
$215K - $232K
|
2.05K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
411+ 63.13% |
$212K - $229K
|
1.06K
$610K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
402+ 34.18% |
$208K - $224K
|
1.58K
$906K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
385+ 1.18% |
$199K - $214K
|
32.9K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
376New |
$194K - $209K
|
376
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
376+ 16.05% |
$194K - $209K
|
2.72K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
376+ 0.55% |
$194K - $209K
|
69.3K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
373New |
$193K - $207K
|
373
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
369+ 6.58% |
$191K - $205K
|
5.97K
$3.43M
|