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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2+ 0.29% |
$983 - $1.11K
|
682
$396K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.43% |
$983 - $1.11K
|
464
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.18% |
$983 - $1.11K
|
1.13K
$653K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$491 - $556
|
2.18K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.02% |
$491 - $556
|
5.32K
$3.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.15% |
$491 - $556
|
651
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$491 - $556
|
329
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.14% |
$491 - $556
|
732
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$491 - $556
|
462
$268K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.38% |
$491 - $556
|
265
$154K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.04% |
$491 - $556
|
2.5K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$491 - $556
|
1.25K
$722K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.25% |
$491 - $556
|
401
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.12% |
$491 - $556
|
845
$490K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$491 - $556
|
639
$371K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$491 - $556
|
7.68K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$491 - $556
|
849
$492K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.04% |
$491 - $556
|
2.64K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.51% |
$491 - $556
|
197
$114K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.19% |
$491 - $556
|
516
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.19% |
$491 - $556
|
524
$304K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$491 - $556
|
1.77K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.19% |
$491 - $556
|
526
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$491 - $556
|
3.82K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$491 - $556
|
1.01K
$585K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.02% |
$491 - $556
|
6.44K
$3.73M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.03% |
$491 - $556
|
3.64K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.37% |
$491 - $556
|
271
$157K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1- 0.12% |
$491 - $556
|
857
$497K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.11% |
$491 - $556
|
928
$538K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1- 0.02% |
$491 - $556
|
5.85K
$3.39M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1- 0.07% |
$491 - $556
|
1.44K
$836K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2- 0.31% |
$983 - $1.11K
|
646
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2- 0.03% |
$983 - $1.11K
|
7.05K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.06% |
$1.47K - $1.67K
|
4.85K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3- 0.08% |
$1.47K - $1.67K
|
3.95K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 7.14% |
$1.47K - $1.67K
|
39
$22.6K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3- 0.54% |
$1.47K - $1.67K
|
556
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-4- 0.65% |
$1.97K - $2.23K
|
615
$357K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4- 0.06% |
$1.97K - $2.23K
|
6.59K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 14.29% |
$1.97K - $2.23K
|
24
$13.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5- 0.33% |
$2.46K - $2.78K
|
1.51K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5- 0.3% |
$2.46K - $2.78K
|
1.67K
$970K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 1.1% |
$2.46K - $2.78K
|
449
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5- 0.58% |
$2.46K - $2.78K
|
850
$493K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5- 0.66% |
$2.46K - $2.78K
|
750
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 1.12% |
$2.95K - $3.34K
|
531
$308K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-6- 0.14% |
$2.95K - $3.34K
|
4.34K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 0.08% |
$2.95K - $3.34K
|
7.07K
$4.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.35% |
$2.95K - $3.34K
|
1.72K
$999K
|