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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
364+ 0.26% |
$188K - $202K
|
140K
$80.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
360+ 0.26% |
$186K - $200K
|
140K
$80.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
350+ 102.34% |
$181K - $195K
|
692
$397K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
337+ 20.04% |
$174K - $187K
|
2.02K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
328+ 1.01% |
$169K - $182K
|
32.7K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
302+ 5.61% |
$156K - $168K
|
5.69K
$3.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
300+ 7.7% |
$155K - $167K
|
4.2K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
300New |
$155K - $167K
|
300
$172K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
295+ 20.79% |
$152K - $164K
|
1.71K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
285+ 2.9% |
$147K - $159K
|
10.1K
$5.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
282+ 5.4% |
$146K - $157K
|
5.5K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
281+ 8.36% |
$145K - $156K
|
3.64K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
276+ 3.8% |
$143K - $154K
|
7.54K
$4.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
263+ 12.91% |
$136K - $146K
|
2.3K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
263+ 9.05% |
$136K - $146K
|
3.17K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
261+ 0.64% |
$135K - $145K
|
40.9K
$23.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
258+ 1.48% |
$133K - $143K
|
17.7K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
255+ 4.61% |
$132K - $142K
|
5.78K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
250+ 31.65% |
$129K - $139K
|
1.04K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
249+ 2.64% |
$129K - $138K
|
9.68K
$5.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
240+ 2400.0% |
$124K - $133K
|
250
$143K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
233New |
$120K - $130K
|
233
$134K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
225New |
$116K - $125K
|
225
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
222+ 0.18% |
$115K - $123K
|
121K
$69.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
221+ 1.57% |
$114K - $123K
|
14.3K
$8.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
218+ 2.54% |
$113K - $121K
|
8.78K
$5.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
216+ 1.31% |
$112K - $120K
|
16.6K
$9.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
211+ 26.64% |
$109K - $117K
|
1K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
210+ 6.65% |
$108K - $117K
|
3.37K
$1.93M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
208+ 2.57% |
$107K - $116K
|
8.3K
$4.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
208+ 23.94% |
$107K - $116K
|
1.08K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
205+ 7.93% |
$106K - $114K
|
2.79K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
200+ 27.59% |
$103K - $111K
|
925
$531K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 8.39% |
$102K - $110K
|
2.56K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
190+ 20.52% |
$98.1K - $106K
|
1.12K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
190+ 12.92% |
$98.1K - $106K
|
1.66K
$953K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
185+ 4.62% |
$95.6K - $103K
|
4.19K
$2.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 58.6% |
$95K - $102K
|
498
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
182+ 50.0% |
$94K - $101K
|
546
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
181+ 2.09% |
$93.5K - $101K
|
8.83K
$5.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
180+ 22.81% |
$93K - $100K
|
969
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
176+ 1.96% |
$90.9K - $97.9K
|
9.18K
$5.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
173+ 2.13% |
$89.4K - $96.2K
|
8.3K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
172+ 10.55% |
$88.8K - $95.7K
|
1.8K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
172+ 2.46% |
$88.8K - $95.7K
|
7.16K
$4.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
171+ 22.24% |
$88.3K - $95.1K
|
940
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
166New |
$85.7K - $92.3K
|
166
$95.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
162+ 17.69% |
$83.7K - $90.1K
|
1.08K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
160+ 10.0% |
$82.6K - $89K
|
1.76K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159+ 278.95% |
$82.1K - $88.4K
|
216
$124K
|