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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.62KNew |
$1.78M - $2.02M
|
3.62K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.49K+ 39.61% |
$1.72M - $1.94M
|
12.3K
$7.28M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 318.49% |
$1.7M - $1.93M
|
4.55K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.45K+ 179.4% |
$1.69M - $1.92M
|
5.37K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.36K+ 624.16% |
$1.65M - $1.87M
|
3.9K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.29K+ 1.62% |
$1.62M - $1.83M
|
206K
$122M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.19K+ 66.02% |
$1.57M - $1.77M
|
8.02K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.18KNew |
$1.56M - $1.77M
|
3.18K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.08KNew |
$1.51M - $1.71M
|
3.08K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.78KNew |
$1.36M - $1.54M
|
2.78K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.74KNew |
$1.34M - $1.52M
|
2.74K
$1.62M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.67KNew |
$1.31M - $1.49M
|
2.67K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.66K+ 4.15% |
$1.31M - $1.48M
|
66.8K
$39.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
2.6K+ 4.53% |
$1.28M - $1.45M
|
60.1K
$35.5M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.52KNew |
$1.24M - $1.4M
|
2.52K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.4KNew |
$1.18M - $1.33M
|
2.4K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.27KNew |
$1.11M - $1.26M
|
2.27K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.19K+ 64.13% |
$1.08M - $1.22M
|
5.61K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.08K+ 166.19% |
$1.02M - $1.16M
|
3.34K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.02K+ 5.43% |
$991K - $1.12M
|
39.1K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.99KNew |
$975K - $1.1M
|
1.99K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.95K+ 3.08% |
$959K - $1.09M
|
65.3K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.9K+ 15.68% |
$936K - $1.06M
|
14K
$8.31M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.87K+ 41.62% |
$920K - $1.04M
|
6.37K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.87K+ 5.2% |
$916K - $1.04M
|
37.8K
$22.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 39.47% |
$911K - $1.03M
|
6.56K
$3.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.85KNew |
$907K - $1.03M
|
1.85K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.75K+ 13.92% |
$858K - $971K
|
14.3K
$8.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.74K+ 406.31% |
$854K - $968K
|
2.17K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.73KNew |
$852K - $965K
|
1.73K
$1.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.7K+ 3.0% |
$833K - $943K
|
58.2K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.63KNew |
$801K - $907K
|
1.63K
$964K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.61K+ 4.22% |
$790K - $895K
|
39.8K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.6KNew |
$786K - $890K
|
1.6K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$785K - $889K
|
1.6K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.55KNew |
$761K - $861K
|
1.55K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.51K+ 14.92% |
$742K - $841K
|
11.6K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.49K+ 157.31% |
$730K - $826K
|
2.43K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
1.49KNew |
$730K - $826K
|
1.49K
$878K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.48KNew |
$729K - $826K
|
1.48K
$877K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.44KNew |
$708K - $801K
|
1.44K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43K+ 153.05% |
$702K - $795K
|
2.36K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.41K+ 2.44% |
$692K - $783K
|
59.2K
$35M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.41KNew |
$690K - $782K
|
1.41K
$831K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.36K+ 201.78% |
$669K - $758K
|
2.04K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.33K+ 170.29% |
$653K - $740K
|
2.11K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.31KNew |
$642K - $727K
|
1.31K
$773K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$638K - $722K
|
1.3K
$768K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.28KNew |
$626K - $709K
|
1.28K
$754K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.23K+ 26.29% |
$604K - $684K
|
5.91K
$3.49M
|