Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
487K+ 42.41% |
$239M - $271M
|
1.63M
$977M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
446K+ 131.84% |
$219M - $248M
|
785K
$469M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
390K+ 19.29% |
$192M - $217M
|
2.41M
$1.44B
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
291K+ 58.89% |
$143M - $162M
|
785K
$469M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
221KNew |
$109M - $123M
|
221K
$132M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
185K+ 47.68% |
$90.9M - $103M
|
573K
$342M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
143K+ 97.22% |
$70.2M - $79.5M
|
290K
$173M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.8K+ 5.81% |
$44.1M - $50M
|
1.63M
$977M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.8K+ 5.81% |
$44.1M - $50M
|
1.63M
$977M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74.1KNew |
$36.4M - $41.3M
|
74.1K
$44.3M
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
73.4KNew |
$36.1M - $40.8M
|
73.4K
$43.9M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.9K+ 13.05% |
$33.4M - $37.8M
|
589K
$352M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.7K+ 621.89% |
$26.9M - $30.4M
|
63.5K
$38M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.2K+ 109.67% |
$26.2M - $29.6M
|
102K
$60.8M
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
39.3KNew |
$19.3M - $21.8M
|
39.3K
$23.5M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
35.8KNew |
$17.6M - $19.9M
|
35.8K
$21.4M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.5K+ 9.27% |
$15.5M - $17.5M
|
372K
$222M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25.2KNew |
$12.4M - $14M
|
25.2K
$15M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
24.7K+ 15.04% |
$12.1M - $13.7M
|
189K
$113M
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
BUY
|
- |
23.9KNew |
$11.7M - $13.3M
|
23.9K
$14.3M
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
15.6K+ 2639.49% |
$7.65M - $8.66M
|
16.2K
$9.66M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.3KNew |
$7.04M - $7.97M
|
14.3K
$8.56M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 63.78% |
$6.97M - $7.9M
|
36.4K
$21.8M
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12.7KNew |
$6.24M - $7.06M
|
12.7K
$7.58M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.6KNew |
$6.21M - $7.03M
|
12.6K
$7.55M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.1K+ 1138.98% |
$5.94M - $6.73M
|
13.2K
$7.86M
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
11.7KNew |
$5.75M - $6.52M
|
11.7K
$7M
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$5.21M - $5.9M
|
10.6K
$6.33M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.8K+ 1.6% |
$4.81M - $5.45M
|
622K
$372M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.49K+ 43.34% |
$4.66M - $5.28M
|
31.4K
$18.8M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7.95K+ 20.32% |
$3.9M - $4.42M
|
47.1K
$28.1M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.1K+ 600.85% |
$3.49M - $3.95M
|
8.28K
$4.95M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.83K+ 27.52% |
$3.36M - $3.8M
|
31.6K
$18.9M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.61K+ 61.5% |
$3.25M - $3.68M
|
17.4K
$10.4M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.59K+ 1287.3% |
$3.24M - $3.67M
|
7.1K
$4.24M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.58K+ 70.33% |
$3.23M - $3.66M
|
15.9K
$9.52M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.54KNew |
$3.21M - $3.64M
|
6.54K
$3.9M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.94K+ 50.45% |
$2.92M - $3.3M
|
17.7K
$10.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.84K+ 11.12% |
$2.87M - $3.25M
|
58.3K
$34.9M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.76K+ 668.45% |
$2.83M - $3.21M
|
6.62K
$3.96M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.62KNew |
$2.76M - $3.13M
|
5.62K
$3.36M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.6K+ 90.3% |
$2.75M - $3.12M
|
11.8K
$7.06M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.04KNew |
$2.48M - $2.8M
|
5.04K
$3.01M
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4.9K+ 49.84% |
$2.41M - $2.73M
|
14.7K
$8.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.85K+ 27.92% |
$2.38M - $2.7M
|
22.2K
$13.3M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.83K+ 759.28% |
$2.37M - $2.69M
|
5.47K
$3.27M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.59K+ 1.76% |
$2.26M - $2.55M
|
265K
$159M
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4.07K+ 21.38% |
$2M - $2.26M
|
23.1K
$13.8M
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.01KNew |
$1.97M - $2.23M
|
4.01K
$2.39M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.97K+ 80.35% |
$1.95M - $2.21M
|
8.9K
$5.32M
|