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 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 43.42% |
$754K - $811K
|
1.9K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52K- 2.71% |
$787K - $847K
|
54.7K
$30.4M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.53K- 4.27% |
$791K - $852K
|
34.4K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.57K- 25.35% |
$809K - $871K
|
4.61K
$2.56M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.59K- 8.15% |
$821K - $884K
|
17.9K
$9.93M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.61K- 8.77% |
$830K - $894K
|
16.7K
$9.28M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.63K- 3.93% |
$839K - $904K
|
39.7K
$22.1M
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.68K- 29.0% |
$869K - $935K
|
4.12K
$2.29M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.7K- 10.52% |
$876K - $943K
|
14.4K
$8M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 19.12% |
$879K - $947K
|
7.2K
$4M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.73K- 13.65% |
$895K - $963K
|
11K
$6.08M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.8K- 54.01% |
$931K - $1M
|
1.54K
$852K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.01K- 2.09% |
$1.04M - $1.12M
|
94.3K
$52.4M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.07K- 5.8% |
$1.07M - $1.15M
|
33.7K
$18.7M
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.11K- 2.84% |
$1.09M - $1.18M
|
72.3K
$40.1M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-2.14K- 9.77% |
$1.11M - $1.19M
|
19.8K
$11M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.21K- 29.28% |
$1.14M - $1.23M
|
5.35K
$2.97M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.36K- 2.31% |
$1.22M - $1.31M
|
99.4K
$55.2M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.43K- 27.01% |
$1.25M - $1.35M
|
6.56K
$3.64M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.69K- 13.6% |
$1.39M - $1.49M
|
17.1K
$9.47M
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.98K- 25.77% |
$1.54M - $1.65M
|
8.57K
$4.76M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.98K- 14.75% |
$1.54M - $1.66M
|
17.2K
$9.55M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 2.11% |
$1.57M - $1.69M
|
141K
$78.4M
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.23K- 27.29% |
$1.67M - $1.79M
|
8.6K
$4.77M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.52K- 77.34% |
$1.82M - $1.96M
|
1.03K
$572K
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4K- 21.33% |
$2.07M - $2.23M
|
14.8K
$8.2M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.78K- 50.0% |
$2.98M - $3.21M
|
5.78K
$3.21M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.95K- 2.24% |
$3.07M - $3.31M
|
260K
$144M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-6.26K- 5.96% |
$3.24M - $3.48M
|
98.8K
$54.8M
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.47K- 36.57% |
$3.34M - $3.6M
|
11.2K
$6.23M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.55K- 43.51% |
$3.9M - $4.2M
|
9.8K
$5.44M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.77K- 16.51% |
$4.01M - $4.32M
|
39.3K
$21.8M
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-7.99K- 20.1% |
$4.13M - $4.44M
|
31.8K
$17.6M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-10K- 55.26% |
$5.17M - $5.56M
|
8.1K
$4.5M
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-10.1K- 4.19% |
$5.24M - $5.64M
|
232K
$129M
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10.7K- 14.58% |
$5.53M - $5.95M
|
62.7K
$34.8M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 1.85% |
$5.95M - $6.41M
|
610K
$339M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-12.9K- 5.0% |
$6.65M - $7.16M
|
245K
$136M
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-13.8K- 8.96% |
$7.12M - $7.66M
|
140K
$77.7M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.3K- 1.83% |
$7.36M - $7.93M
|
763K
$423M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.8K- 1.57% |
$8.66M - $9.33M
|
1.05M
$584M
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-18K- 40.03% |
$9.28M - $9.99M
|
26.9K
$14.9M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19K- 5.59% |
$9.83M - $10.6M
|
321K
$178M
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-19.9K- 97.53% |
$10.3M - $11M
|
503
$279K
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 53.89% |
$10.9M - $11.8M
|
18.1K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.6K- 0.9% |
$11.2M - $12M
|
2.39M
$1.33B
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-22.5K- 54.77% |
$11.6M - $12.5M
|
18.6K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-24.4K- 2.56% |
$12.6M - $13.6M
|
926K
$514M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.6K- 1.88% |
$13.2M - $14.2M
|
1.34M
$742M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.6K- 35.91% |
$14.3M - $15.4M
|
49.3K
$27.4M
|