Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
96+ 24.0% |
$50.3K - $54.9K
|
496
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
94+ 0.29% |
$49.2K - $53.8K
|
32.8K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
94+ 4.66% |
$49.2K - $53.8K
|
2.11K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
89+ 3.43% |
$46.6K - $50.9K
|
2.69K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
87+ 21.91% |
$45.6K - $49.8K
|
484
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83+ 2.1% |
$43.5K - $47.5K
|
4.04K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81+ 3.6% |
$42.4K - $46.3K
|
2.33K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
79+ 6.11% |
$41.4K - $45.2K
|
1.37K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
79+ 15.8% |
$41.4K - $45.2K
|
579
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
77+ 1.65% |
$40.3K - $44K
|
4.74K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
77+ 7.47% |
$40.3K - $44K
|
1.11K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
76+ 0.8% |
$39.8K - $43.5K
|
9.58K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
75+ 2.38% |
$39.3K - $42.9K
|
3.22K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
74+ 1.9% |
$38.8K - $42.3K
|
3.97K
$2.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
74+ 3.42% |
$38.8K - $42.3K
|
2.24K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74+ 1.39% |
$38.8K - $42.3K
|
5.4K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
73+ 6.1% |
$38.2K - $41.8K
|
1.27K
$702K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
72+ 15.86% |
$37.7K - $41.2K
|
526
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
71+ 8.94% |
$37.2K - $40.6K
|
865
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
70+ 6.73% |
$36.7K - $40K
|
1.11K
$614K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$36.7K - $40K
|
70
$38.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 12.07% |
$36.7K - $40K
|
650
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
69+ 1.65% |
$36.1K - $39.5K
|
4.26K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$36.1K - $39.5K
|
7.23K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 8.93% |
$36.1K - $39.5K
|
842
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
67+ 4.46% |
$35.1K - $38.3K
|
1.57K
$868K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
66+ 6.45% |
$34.6K - $37.8K
|
1.09K
$602K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
BUY
|
- |
65+ 6.07% |
$34K - $37.2K
|
1.14K
$628K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63+ 15.71% |
$33K - $36K
|
464
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
63+ 8.31% |
$33K - $36K
|
821
$454K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
63+ 0.95% |
$33K - $36K
|
6.69K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60+ 11.26% |
$31.4K - $34.3K
|
593
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
60New |
$31.4K - $34.3K
|
60
$33.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.71% |
$30.9K - $33.7K
|
8.42K
$4.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 11.0% |
$29.9K - $32.6K
|
575
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
57+ 6.6% |
$29.9K - $32.6K
|
921
$509K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56+ 1400.0% |
$29.3K - $32K
|
60
$33.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
55+ 2.73% |
$28.8K - $31.5K
|
2.07K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
55+ 0.22% |
$28.8K - $31.5K
|
24.7K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
51+ 0.61% |
$26.7K - $29.2K
|
8.35K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51+ 12.35% |
$26.7K - $29.2K
|
464
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 1.13% |
$26.2K - $28.6K
|
4.47K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 4.03% |
$26.2K - $28.6K
|
1.29K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50+ 1.43% |
$26.2K - $28.6K
|
3.54K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$27.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
46+ 2.09% |
$24.1K - $26.3K
|
2.25K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.94% |
$23.6K - $25.7K
|
1.58K
$871K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
43+ 2.14% |
$22.5K - $24.6K
|
2.05K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 76.79% |
$22.5K - $24.6K
|
99
$54.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
42+ 0.15% |
$22K - $24K
|
28.4K
$15.7M
|