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 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 10.08% |
$24.6K - $27.8K
|
546
$321K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 1.91% |
$24.6K - $27.8K
|
2.67K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
49+ 5.08% |
$24.1K - $27.3K
|
1.01K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
49New |
$24.1K - $27.3K
|
49
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49+ 43.36% |
$24.1K - $27.3K
|
162
$95.2K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 6.97% |
$22.6K - $25.6K
|
706
$415K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
46New |
$22.6K - $25.6K
|
46
$27K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 60.81% |
$22.1K - $25K
|
119
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
41+ 1.21% |
$20.1K - $22.8K
|
3.42K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
40+ 7.23% |
$19.7K - $22.3K
|
593
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
38+ 2.52% |
$18.7K - $21.1K
|
1.55K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
38+ 0.21% |
$18.7K - $21.1K
|
18K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
37+ 2.44% |
$18.2K - $20.6K
|
1.55K
$912K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
37+ 6.73% |
$18.2K - $20.6K
|
587
$345K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
37+ 3.42% |
$18.2K - $20.6K
|
1.12K
$657K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.97% |
$18.2K - $20.6K
|
3.87K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
34+ 8.29% |
$16.7K - $18.9K
|
444
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
34+ 6.39% |
$16.7K - $18.9K
|
566
$333K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$18.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$18.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 0.23% |
$15.7K - $17.8K
|
13.8K
$8.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 0.28% |
$15.7K - $17.8K
|
11.5K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 3.75% |
$15.2K - $17.2K
|
857
$503K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
30+ 4.97% |
$14.7K - $16.7K
|
634
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 68.18% |
$14.7K - $16.7K
|
74
$43.5K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
30+ 3.87% |
$14.7K - $16.7K
|
805
$473K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 1.7% |
$13.8K - $15.6K
|
1.68K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 4.01% |
$13.8K - $15.6K
|
727
$427K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 0.11% |
$13.3K - $15K
|
24.5K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
27+ 6.01% |
$13.3K - $15K
|
476
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26+ 0.07% |
$12.8K - $14.5K
|
35.9K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 2.02% |
$12.3K - $13.9K
|
1.27K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
23+ 4.27% |
$11.3K - $12.8K
|
562
$330K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 4.58% |
$11.3K - $12.8K
|
525
$308K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
23+ 0.14% |
$11.3K - $12.8K
|
16.2K
$9.53M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
21+ 1.87% |
$10.3K - $11.7K
|
1.14K
$671K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 2.6% |
$10.3K - $11.7K
|
828
$486K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20+ 2.23% |
$9.83K - $11.1K
|
916
$538K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
20+ 0.32% |
$9.83K - $11.1K
|
6.33K
$3.72M
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
20+ 2.03% |
$9.83K - $11.1K
|
1.01K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20+ 3.41% |
$9.83K - $11.1K
|
606
$356K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$9.34K - $10.6K
|
9.76K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$8.35K - $9.46K
|
17
$9.99K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16+ 0.4% |
$7.86K - $8.9K
|
3.97K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16+ 0.78% |
$7.86K - $8.9K
|
2.07K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
16+ 0.36% |
$7.86K - $8.9K
|
4.5K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15+ 0.05% |
$7.37K - $8.35K
|
31.9K
$18.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
15+ 1.07% |
$7.37K - $8.35K
|
1.42K
$833K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
14+ 2.5% |
$6.88K - $7.79K
|
575
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.24% |
$6.39K - $7.23K
|
5.48K
$3.22M
|