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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
251+ 0.23% |
$123K - $140K
|
110K
$65.3M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
237+ 16.08% |
$116K - $132K
|
1.71K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
232New |
$114K - $129K
|
232
$137K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
232+ 5.17% |
$114K - $129K
|
4.72K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
224+ 23.02% |
$110K - $125K
|
1.2K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
218+ 43.0% |
$107K - $121K
|
725
$429K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
217+ 0.91% |
$107K - $121K
|
24.2K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
216+ 1.33% |
$106K - $120K
|
16.4K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
215+ 3.78% |
$106K - $120K
|
5.9K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
212+ 6.73% |
$104K - $118K
|
3.36K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
208+ 2.38% |
$102K - $116K
|
8.96K
$5.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
204+ 6.44% |
$100K - $114K
|
3.37K
$1.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
203+ 780.77% |
$99.7K - $113K
|
229
$135K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
200New |
$98.3K - $111K
|
200
$118K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
199+ 5.54% |
$97.8K - $111K
|
3.79K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
198+ 0.96% |
$97.3K - $110K
|
20.9K
$12.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
197+ 9.93% |
$96.8K - $110K
|
2.18K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
188New |
$92.4K - $105K
|
188
$111K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
185+ 27.61% |
$90.9K - $103K
|
855
$506K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
185+ 13.42% |
$90.9K - $103K
|
1.56K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
182+ 4.63% |
$89.4K - $101K
|
4.12K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
180New |
$88.4K - $100K
|
180
$106K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
178+ 2.91% |
$87.5K - $99K
|
6.29K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
175+ 4.12% |
$86K - $97.4K
|
4.42K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
172+ 13.67% |
$84.5K - $95.7K
|
1.43K
$846K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
170+ 14.54% |
$83.5K - $94.6K
|
1.34K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
162New |
$79.6K - $90.1K
|
162
$95.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$78.1K - $88.5K
|
159
$94K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
155+ 28.49% |
$76.2K - $86.2K
|
699
$413K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
155+ 5.44% |
$76.2K - $86.2K
|
3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
154+ 0.43% |
$75.7K - $85.7K
|
35.7K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
154+ 0.63% |
$75.7K - $85.7K
|
24.7K
$14.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
154+ 2.17% |
$75.7K - $85.7K
|
7.27K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
151+ 15.01% |
$74.2K - $84K
|
1.16K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
149+ 10.01% |
$73.2K - $82.9K
|
1.64K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
149+ 2.69% |
$73.2K - $82.9K
|
5.69K
$3.36M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
142+ 1.02% |
$69.8K - $79K
|
14.1K
$8.33M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
141+ 2.9% |
$69.3K - $78.5K
|
5K
$2.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
139+ 12.23% |
$68.3K - $77.3K
|
1.28K
$754K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
138+ 3.15% |
$67.8K - $76.8K
|
4.52K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
137+ 21.08% |
$67.3K - $76.2K
|
787
$465K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
132+ 15.07% |
$64.9K - $73.4K
|
1.01K
$596K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
132+ 3.1% |
$64.9K - $73.4K
|
4.4K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
130+ 2.61% |
$63.9K - $72.3K
|
5.12K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
129+ 6.61% |
$63.4K - $71.8K
|
2.08K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
129+ 7.5% |
$63.4K - $71.8K
|
1.85K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
129+ 19.55% |
$63.4K - $71.8K
|
789
$467K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
127+ 2.17% |
$62.4K - $70.7K
|
5.98K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
126+ 27.51% |
$61.9K - $70.1K
|
584
$345K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$61.4K - $69.6K
|
125
$73.9K
|