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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
70New |
$36.2K - $38.9K
|
70
$40.2K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
69+ 2.02% |
$35.6K - $38.4K
|
3.49K
$2M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
69+ 0.14% |
$35.6K - $38.4K
|
48.5K
$27.8M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
66+ 6.9% |
$34.1K - $36.7K
|
1.02K
$587K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65+ 1.38% |
$33.6K - $36.2K
|
4.78K
$2.74M
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
64+ 7.95% |
$33.1K - $35.6K
|
869
$499K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
64+ 3.6% |
$33.1K - $35.6K
|
1.84K
$1.06M
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
64+ 1.39% |
$33.1K - $35.6K
|
4.66K
$2.68M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
63+ 5.23% |
$32.5K - $35K
|
1.27K
$728K
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
62+ 0.79% |
$32K - $34.5K
|
7.94K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
58+ 1.02% |
$30K - $32.3K
|
5.75K
$3.3M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
57New |
$29.4K - $31.7K
|
57
$32.7K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 0.74% |
$29.4K - $31.7K
|
7.81K
$4.48M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55+ 2.06% |
$28.4K - $30.6K
|
2.73K
$1.57M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
55+ 6.15% |
$28.4K - $30.6K
|
950
$545K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 0.97% |
$27.4K - $29.5K
|
5.52K
$3.17M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
51+ 4.21% |
$26.3K - $28.4K
|
1.26K
$725K
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
50+ 10.35% |
$25.8K - $27.8K
|
533
$306K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
50+ 833.33% |
$25.8K - $27.8K
|
56
$32.1K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 4.19% |
$25.8K - $27.8K
|
1.24K
$713K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50+ 27.47% |
$25.8K - $27.8K
|
232
$133K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
50New |
$25.8K - $27.8K
|
50
$28.7K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
47New |
$24.3K - $26.1K
|
47
$27K
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
47+ 1.34% |
$24.3K - $26.1K
|
3.56K
$2.04M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$22.7K - $24.5K
|
44
$25.3K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 19.21% |
$22.7K - $24.5K
|
273
$157K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
44+ 4.14% |
$22.7K - $24.5K
|
1.11K
$636K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
42+ 1.67% |
$21.7K - $23.4K
|
2.56K
$1.47M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41+ 5.31% |
$21.2K - $22.8K
|
813
$467K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
40+ 7.94% |
$20.7K - $22.2K
|
544
$312K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
39+ 4.96% |
$20.1K - $21.7K
|
825
$474K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
39+ 2.79% |
$20.1K - $21.7K
|
1.44K
$825K
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
37+ 1.69% |
$19.1K - $20.6K
|
2.22K
$1.27M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
37+ 1.12% |
$19.1K - $20.6K
|
3.35K
$1.93M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.26% |
$18.6K - $20K
|
13.8K
$7.93M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 4.35% |
$18.6K - $20K
|
864
$496K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
36+ 1.59% |
$18.6K - $20K
|
2.3K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35+ 0.25% |
$18.1K - $19.5K
|
14.1K
$8.1M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
33+ 2.33% |
$17K - $18.4K
|
1.45K
$833K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32+ 3.63% |
$16.5K - $17.8K
|
914
$525K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32New |
$16.5K - $17.8K
|
32
$18.4K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
30+ 1.08% |
$15.5K - $16.7K
|
2.82K
$1.62M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.46% |
$15.5K - $16.7K
|
6.51K
$3.74M
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
29+ 0.49% |
$15K - $16.1K
|
5.92K
$3.4M
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
28+ 0.84% |
$14.5K - $15.6K
|
3.35K
$1.92M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 4.79% |
$14.5K - $15.6K
|
612
$351K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$13.4K - $14.5K
|
26
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25+ 0.61% |
$12.9K - $13.9K
|
4.14K
$2.38M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24+ 6.43% |
$12.4K - $13.3K
|
397
$228K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23+ 5.34% |
$11.9K - $12.8K
|
454
$261K
|