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 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-50- 21.55% |
$24.6K - $27.8K
|
182
$107K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-50- 7.69% |
$24.6K - $27.8K
|
600
$354K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-51- 6.89% |
$25.1K - $28.4K
|
689
$406K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-51- 6.7% |
$25.1K - $28.4K
|
710
$419K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-52- 2.21% |
$25.6K - $28.9K
|
2.3K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-54- 1.02% |
$26.5K - $30K
|
5.22K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-55- 1.06% |
$27K - $30.6K
|
5.12K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-55- 1.1% |
$27K - $30.6K
|
4.95K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-55- 0.63% |
$27K - $30.6K
|
8.67K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-56- 4.19% |
$27.5K - $31.2K
|
1.28K
$756K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56- 23.93% |
$27.5K - $31.2K
|
178
$105K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-56- 0.41% |
$27.5K - $31.2K
|
13.6K
$8.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-57- 1.62% |
$28K - $31.7K
|
3.47K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-58- 0.36% |
$28.5K - $32.3K
|
16.2K
$9.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-58- 1.25% |
$28.5K - $32.3K
|
4.6K
$2.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-58- 8.95% |
$28.5K - $32.3K
|
590
$348K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-58- 5.07% |
$28.5K - $32.3K
|
1.09K
$641K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.53% |
$28.5K - $32.3K
|
11K
$6.48M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-60- 3.25% |
$29.5K - $33.4K
|
1.79K
$1.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-60- 5.76% |
$29.5K - $33.4K
|
982
$579K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-60- 0.58% |
$29.5K - $33.4K
|
10.2K
$6.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-60- 12.05% |
$29.5K - $33.4K
|
438
$258K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-61- 2.71% |
$30K - $33.9K
|
2.19K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-61- 0.51% |
$30K - $33.9K
|
11.8K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-63- 6.65% |
$31K - $35.1K
|
884
$521K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-64- 0.77% |
$31.4K - $35.6K
|
8.2K
$4.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-66- 0.37% |
$32.4K - $36.7K
|
17.7K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-67- 12.59% |
$32.9K - $37.3K
|
465
$274K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-68- 1.96% |
$33.4K - $37.8K
|
3.4K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-69- 2.04% |
$33.9K - $38.4K
|
3.32K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 0.9% |
$34.4K - $38.9K
|
7.72K
$4.55M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-70- 0.68% |
$34.4K - $38.9K
|
10.2K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-70- 10.28% |
$34.4K - $38.9K
|
611
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-74- 82.22% |
$36.4K - $41.2K
|
16
$9.43K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 5.48% |
$36.9K - $41.7K
|
1.29K
$763K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 17.24% |
$36.9K - $41.7K
|
360
$212K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-75- 8.04% |
$36.9K - $41.7K
|
858
$506K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-75- 0.46% |
$36.9K - $41.7K
|
16.2K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-75- 6.93% |
$36.9K - $41.7K
|
1.01K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-75- 11.52% |
$36.9K - $41.7K
|
576
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-76- 3.05% |
$37.3K - $42.3K
|
2.42K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-77- 0.9% |
$37.8K - $42.8K
|
8.5K
$5.01M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 9.78% |
$38.8K - $44K
|
729
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-80- 1.95% |
$39.3K - $44.5K
|
4.03K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-82- 2.61% |
$40.3K - $45.6K
|
3.06K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-84- 2.46% |
$41.3K - $46.7K
|
3.32K
$1.96M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-84- 1.04% |
$41.3K - $46.7K
|
8K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-85- 2.36% |
$41.8K - $47.3K
|
3.52K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-85- 8.03% |
$41.8K - $47.3K
|
974
$574K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-86- 1.01% |
$42.3K - $47.9K
|
8.41K
$4.96M
|