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 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
125+ 11.72% |
$61.4K - $69.6K
|
1.19K
$700K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
124+ 0.29% |
$60.9K - $69K
|
42.6K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122+ 0.53% |
$59.9K - $67.9K
|
23.3K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 10.2% |
$59.5K - $67.3K
|
1.31K
$768K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
120+ 0.36% |
$59K - $66.8K
|
33.1K
$19.4M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
120+ 3.65% |
$59K - $66.8K
|
3.4K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
120+ 2.34% |
$59K - $66.8K
|
5.26K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
118+ 3.06% |
$58K - $65.7K
|
3.97K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
118+ 2.58% |
$58K - $65.7K
|
4.69K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
116+ 6.48% |
$57K - $64.5K
|
1.91K
$1.12M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
115+ 2.34% |
$56.5K - $64K
|
5.02K
$2.95M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
111+ 0.16% |
$54.5K - $61.8K
|
69K
$40.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
110+ 8.05% |
$54K - $61.2K
|
1.48K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
109+ 5.28% |
$53.6K - $60.6K
|
2.18K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
107+ 7.03% |
$52.6K - $59.5K
|
1.63K
$958K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$51.6K - $58.4K
|
105
$61.7K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
103+ 12.22% |
$50.6K - $57.3K
|
946
$556K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102+ 1.79% |
$50.1K - $56.8K
|
5.79K
$3.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101+ 15.81% |
$49.6K - $56.2K
|
740
$435K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
101+ 7.5% |
$49.6K - $56.2K
|
1.45K
$850K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 0.64% |
$49.1K - $55.6K
|
15.8K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
100New |
$49.1K - $55.6K
|
100
$58.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
94New |
$46.2K - $52.3K
|
94
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
92+ 18.51% |
$45.2K - $51.2K
|
589
$346K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
91+ 2.31% |
$44.7K - $50.6K
|
4.03K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
86+ 10.37% |
$42.3K - $47.9K
|
915
$538K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
86+ 8.97% |
$42.3K - $47.9K
|
1.05K
$614K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
82+ 0.47% |
$40.3K - $45.6K
|
17.6K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
80+ 5.26% |
$39.3K - $44.5K
|
1.6K
$940K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
79+ 2.65% |
$38.8K - $44K
|
3.06K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
78+ 0.56% |
$38.3K - $43.4K
|
14.1K
$8.26M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
75+ 0.23% |
$36.9K - $41.7K
|
32.4K
$19M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
74+ 1.19% |
$36.4K - $41.2K
|
6.29K
$3.7M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 12.12% |
$34.9K - $39.5K
|
657
$386K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
71+ 16.67% |
$34.9K - $39.5K
|
497
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
69+ 1.75% |
$33.9K - $38.4K
|
4K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
68+ 5.86% |
$33.4K - $37.8K
|
1.23K
$722K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$32.9K - $37.3K
|
1.09K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
65+ 0.14% |
$31.9K - $36.2K
|
47K
$27.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
63+ 63.0% |
$31K - $35.1K
|
163
$95.8K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63New |
$31K - $35.1K
|
63
$37K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
60+ 0.89% |
$29.5K - $33.4K
|
6.78K
$3.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
60+ 8.45% |
$29.5K - $33.4K
|
770
$452K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
60+ 1.12% |
$29.5K - $33.4K
|
5.4K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
57+ 7.53% |
$28K - $31.7K
|
814
$478K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
52+ 1.4% |
$25.6K - $28.9K
|
3.76K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52+ 7.4% |
$25.6K - $28.9K
|
755
$444K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50New |
$24.6K - $27.8K
|
50
$29.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 35.97% |
$24.6K - $27.8K
|
189
$111K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50New |
$24.6K - $27.8K
|
50
$29.4K
|