Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5- 0.21% |
$2.58K - $2.78K
|
2.43K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5- 0.81% |
$2.58K - $2.78K
|
613
$367K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5- 0.91% |
$2.58K - $2.78K
|
542
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5- 0.12% |
$2.58K - $2.78K
|
4.13K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-6- 0.54% |
$3.1K - $3.34K
|
1.1K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6- 0.18% |
$3.1K - $3.34K
|
3.38K
$2.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 0.95% |
$3.1K - $3.34K
|
628
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 63.64% |
$3.62K - $3.89K
|
4
$2.39K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-7- 0.09% |
$3.62K - $3.89K
|
8.11K
$4.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7- 0.33% |
$3.62K - $3.89K
|
2.1K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7- 6.54% |
$3.62K - $3.89K
|
100
$59.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.32% |
$3.62K - $3.89K
|
2.17K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.69% |
$4.13K - $4.45K
|
1.15K
$689K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-8- 0.17% |
$4.13K - $4.45K
|
4.59K
$2.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.15% |
$4.13K - $4.45K
|
5.19K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-9- 1.2% |
$4.65K - $5.01K
|
743
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9- 0.78% |
$4.65K - $5.01K
|
1.15K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-9- 1.69% |
$4.65K - $5.01K
|
523
$313K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-9- 0.05% |
$4.65K - $5.01K
|
19.7K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-9- 0.17% |
$4.65K - $5.01K
|
5.27K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-10- 0.46% |
$5.17K - $5.56K
|
2.17K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-10- 2.19% |
$5.17K - $5.56K
|
447
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.45K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.1% |
$5.17K - $5.56K
|
9.99K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-10- 0.65% |
$5.17K - $5.56K
|
1.52K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 4.78% |
$5.17K - $5.56K
|
199
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 1.17% |
$5.17K - $5.56K
|
845
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.41% |
$5.17K - $5.56K
|
2.42K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.46% |
$5.17K - $5.56K
|
674
$403K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-10- 1.27% |
$5.17K - $5.56K
|
780
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 45.83% |
$5.68K - $6.12K
|
13
$7.78K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11- 0.46% |
$5.68K - $6.12K
|
2.39K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 2.07% |
$5.68K - $6.12K
|
520
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.84K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.59% |
$5.68K - $6.12K
|
1.85K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11- 0.28% |
$5.68K - $6.12K
|
3.96K
$2.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-11- 0.92% |
$5.68K - $6.12K
|
1.18K
$708K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11- 0.71% |
$5.68K - $6.12K
|
1.54K
$920K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.89% |
$6.2K - $6.67K
|
1.34K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-12- 2.06% |
$6.2K - $6.67K
|
570
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12- 27.91% |
$6.2K - $6.67K
|
31
$18.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12- 2.04% |
$6.2K - $6.67K
|
576
$345K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-13- 4.78% |
$6.72K - $7.23K
|
259
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-13- 0.08% |
$6.72K - $7.23K
|
16.2K
$9.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 1.06% |
$6.72K - $7.23K
|
1.22K
$729K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-14- 1.84% |
$7.23K - $7.79K
|
748
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.21% |
$7.23K - $7.79K
|
6.72K
$4.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14- 0.14% |
$7.23K - $7.79K
|
10.2K
$6.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.97% |
$7.75K - $8.34K
|
1.54K
$920K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-15- 0.74% |
$7.75K - $8.34K
|
2.01K
$1.2M
|