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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
389New |
$191K - $216K
|
389
$229K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
385New |
$189K - $214K
|
385
$226K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
385New |
$189K - $214K
|
385
$226K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
385New |
$189K - $214K
|
385
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
383New |
$188K - $213K
|
383
$225K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
383New |
$188K - $213K
|
383
$225K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
381New |
$187K - $212K
|
381
$224K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
380New |
$187K - $211K
|
380
$223K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
380New |
$187K - $211K
|
380
$223K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
379New |
$186K - $211K
|
379
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
379New |
$186K - $211K
|
379
$223K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
378+ 7.55% |
$186K - $210K
|
5.39K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
377New |
$185K - $210K
|
377
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
373New |
$183K - $208K
|
373
$219K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
373+ 4.44% |
$183K - $208K
|
8.78K
$5.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
370New |
$182K - $206K
|
370
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
368New |
$181K - $205K
|
368
$216K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
367New |
$180K - $204K
|
367
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
367New |
$180K - $204K
|
367
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
364New |
$179K - $203K
|
364
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$178K - $202K
|
363
$213K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
362New |
$178K - $201K
|
362
$213K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
362New |
$178K - $201K
|
362
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
361New |
$177K - $201K
|
361
$212K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
361New |
$177K - $201K
|
361
$212K
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
360New |
$177K - $200K
|
360
$211K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
360New |
$177K - $200K
|
360
$211K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
350+ 2.51% |
$172K - $195K
|
14.3K
$8.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
345+ 4.58% |
$170K - $192K
|
7.87K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
340+ 63.2% |
$167K - $189K
|
878
$516K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
325+ 21.02% |
$160K - $181K
|
1.87K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
325+ 1.01% |
$160K - $181K
|
32.5K
$19.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
323+ 2.4% |
$159K - $180K
|
13.8K
$8.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
314+ 47.22% |
$154K - $175K
|
979
$575K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
311+ 6.53% |
$153K - $173K
|
5.08K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
309+ 11.22% |
$152K - $172K
|
3.06K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
306+ 6.36% |
$150K - $170K
|
5.12K
$3.01M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
302+ 94.08% |
$148K - $168K
|
623
$366K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
301+ 10.54% |
$148K - $167K
|
3.16K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
298+ 4.37% |
$146K - $166K
|
7.11K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
287+ 1.02% |
$141K - $160K
|
28.3K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
283+ 38.04% |
$139K - $157K
|
1.03K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
279+ 4.12% |
$137K - $155K
|
7.05K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
277+ 4.87% |
$136K - $154K
|
5.96K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
274+ 20.77% |
$135K - $152K
|
1.59K
$936K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
269+ 4.0% |
$132K - $150K
|
6.99K
$4.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
267+ 2.32% |
$131K - $149K
|
11.8K
$6.92M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 100.77% |
$129K - $146K
|
522
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
256+ 40.0% |
$126K - $142K
|
896
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 5.33% |
$123K - $140K
|
4.96K
$2.92M
|