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 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.2K+ 269.59% |
$588K - $666K
|
1.64K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1.2KNew |
$588K - $665K
|
1.2K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 121.33% |
$581K - $658K
|
2.16K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.12K+ 6.56% |
$548K - $620K
|
18.1K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.08KNew |
$532K - $603K
|
1.08K
$640K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 6.51% |
$524K - $594K
|
17.5K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 1.37% |
$511K - $578K
|
76.7K
$45.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.03K+ 9.08% |
$507K - $574K
|
12.4K
$7.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.02KNew |
$503K - $569K
|
1.02K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 3125.0% |
$491K - $556K
|
1.03K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
984+ 81.26% |
$483K - $547K
|
2.2K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
983+ 8.0% |
$483K - $547K
|
13.3K
$7.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
955+ 21.25% |
$469K - $531K
|
5.45K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
943+ 2.15% |
$463K - $525K
|
44.9K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
930New |
$457K - $517K
|
930
$550K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
921+ 4.52% |
$453K - $512K
|
21.3K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
920New |
$452K - $512K
|
920
$544K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
920+ 115.0% |
$452K - $512K
|
1.72K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
898New |
$441K - $500K
|
898
$531K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
885+ 23.19% |
$435K - $492K
|
4.7K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
885+ 13.26% |
$435K - $492K
|
7.56K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
881+ 0.24% |
$433K - $490K
|
372K
$220M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
878New |
$431K - $489K
|
878
$519K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
857New |
$421K - $477K
|
857
$507K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
826New |
$406K - $460K
|
826
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
818+ 53.15% |
$402K - $455K
|
2.36K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
809+ 7.01% |
$398K - $450K
|
12.4K
$7.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
805+ 1.72% |
$396K - $448K
|
47.7K
$28.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
798+ 2.3% |
$392K - $444K
|
35.5K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
794+ 57.08% |
$390K - $442K
|
2.19K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
792New |
$389K - $441K
|
792
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
778+ 70.66% |
$382K - $433K
|
1.88K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
760+ 208.22% |
$373K - $423K
|
1.13K
$665K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
758+ 7.19% |
$372K - $422K
|
11.3K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
757New |
$372K - $421K
|
757
$448K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
740+ 10.64% |
$364K - $412K
|
7.7K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
731+ 18.44% |
$359K - $407K
|
4.7K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
725+ 2.86% |
$356K - $403K
|
26.1K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
682New |
$335K - $379K
|
682
$403K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
675+ 33.33% |
$332K - $376K
|
2.7K
$1.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
656+ 16.18% |
$322K - $365K
|
4.71K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
654New |
$321K - $364K
|
654
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
651+ 2.7% |
$320K - $362K
|
24.7K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
639New |
$314K - $356K
|
639
$378K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
627+ 45.9% |
$308K - $349K
|
1.99K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
616New |
$303K - $343K
|
616
$364K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
615+ 1.04% |
$302K - $342K
|
59.9K
$35.4M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
614+ 20.69% |
$302K - $342K
|
3.58K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
613+ 0.61% |
$301K - $341K
|
101K
$59.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
604+ 13.11% |
$297K - $336K
|
5.21K
$3.08M
|