Purchases and Sales Made in Q2 2024 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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 16, 2024 Q2 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
172
+ 2.46%
$88.8K - $95.7K
7.16K $4.29M
Aug 05, 2024 Q2 2024
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
171
+ 22.24%
$88.3K - $95.1K
940 $562K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
166
New
$85.7K - $92.3K
166 $99.3K
Aug 06, 2024 Q2 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
162
+ 17.69%
$83.7K - $90.1K
1.08K $645K
Aug 14, 2024 Q2 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
160
+ 10.0%
$82.6K - $89K
1.76K $1.05M
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
159
+ 278.95%
$82.1K - $88.4K
216 $129K
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
158
+ 5.14%
$81.6K - $87.9K
3.23K $1.93M
Jul 26, 2024 Q2 2024
Tower View Investment Management & Research LLC

BUY
 -
158
+ 3.59%
$81.6K - $87.9K
4.55K $2.72M
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
155
+ 8.25%
$80.1K - $86.2K
2.03K $1.22M
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
153
+ 10.57%
$79K - $85.1K
1.6K $957K
Jul 15, 2024 Q2 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
149
+ 3.0%
$77K - $82.9K
5.11K $3.06M
Jul 24, 2024 Q2 2024
Retirement Systems Of Alabama

BUY
 -
147
+ 0.31%
$75.9K - $81.8K
47.1K $28.2M
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
147
+ 29.58%
$75.9K - $81.8K
644 $385K
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
146
+ 3.36%
$75.4K - $81.2K
4.49K $2.68M
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
145
+ 9.27%
$74.9K - $80.6K
1.71K $1.02M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
145
+ 20.54%
$74.9K - $80.6K
851 $509K
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
142
+ 14.31%
$73.4K - $79K
1.13K $678K
Jul 12, 2024 Q2 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
140
+ 36.75%
$72.3K - $77.9K
521 $312K
Jul 17, 2024 Q2 2024
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
140
+ 3.73%
$72.3K - $77.9K
3.9K $2.33M
Feb 14, 2025 Q2 2024
Triumph Capital Management

BUY
 -
137
+ 5.81%
$70.8K - $76.2K
2.49K $1.49M
Jul 17, 2024 Q2 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
135
+ 2.31%
$69.7K - $75.1K
5.98K $3.58M
Jul 23, 2024 Q2 2024
Rmr Wealth Builders

BUY
 -
132
+ 0.94%
$68.2K - $73.4K
14.2K $8.49M
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
130
+ 16.27%
$67.2K - $72.3K
929 $556K
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
129
+ 18.17%
$66.6K - $71.7K
839 $502K
Jul 24, 2024 Q2 2024
Oldfather Financial Services, LLC

BUY
 -
127
+ 0.24%
$65.6K - $70.6K
52K $31.1M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
126
+ 21.47%
$65.1K - $70.1K
713 $427K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
125
New
$64.6K - $69.5K
125 $74.8K
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
120
+ 4.98%
$62K - $66.7K
2.53K $1.51M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
119
New
$61.5K - $66.2K
119 $71.2K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
116
+ 2.26%
$59.9K - $64.5K
5.25K $3.14M
Aug 05, 2024 Q2 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
115
+ 1.63%
$59.4K - $64K
7.17K $4.29M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
114
+ 0.88%
$58.9K - $63.4K
13K $7.78M
Aug 14, 2024 Q2 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
114
+ 2.03%
$58.9K - $63.4K
5.73K $3.43M
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
113
+ 128.41%
$58.4K - $62.8K
201 $120K
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
112
+ 1.78%
$57.9K - $62.3K
6.41K $3.83M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
109
+ 29.62%
$56.3K - $60.6K
477 $285K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
108
+ 16.24%
$55.8K - $60.1K
773 $462K
Jul 19, 2024 Q2 2024
Montz Harcus Wealth Management LLC

BUY
 -
108
+ 0.77%
$55.8K - $60.1K
14.1K $8.43M
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
108
+ 23.23%
$55.8K - $60.1K
573 $343K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
105
+ 14.4%
$54.2K - $58.4K
834 $499K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
100
+ 9.11%
$51.7K - $55.6K
1.2K $717K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
100
New
$51.7K - $55.6K
100 $59.8K
Aug 13, 2024 Q2 2024
Becker Capital Management Inc

BUY
 -
96
+ 4.18%
$49.6K - $53.4K
2.4K $1.43M
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
96
+ 23.94%
$49.6K - $53.4K
497 $297K
Jul 19, 2024 Q2 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
95
+ 7.94%
$49.1K - $52.8K
1.29K $773K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
91
New
$47K - $50.6K
91 $54.4K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
86
New
$44.4K - $47.8K
86 $51.5K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
84
+ 3.48%
$43.4K - $46.7K
2.5K $1.5M
Jul 23, 2024 Q2 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
83
+ 1.07%
$42.9K - $46.2K
7.87K $4.71M

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