Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5- 0.13% |
$2.62K - $2.86K
|
3.96K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 31.58% |
$3.14K - $3.43K
|
13
$7.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-6- 1.06% |
$3.14K - $3.43K
|
559
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 0.7% |
$3.67K - $4K
|
989
$592K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7- 0.19% |
$3.67K - $4K
|
3.73K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 1.1% |
$4.19K - $4.58K
|
719
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-8- 0.2% |
$4.19K - $4.58K
|
4K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-8- 0.55% |
$4.19K - $4.58K
|
1.46K
$872K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-8- 0.25% |
$4.19K - $4.58K
|
3.22K
$1.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8- 0.44% |
$4.19K - $4.58K
|
1.8K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.71K - $5.15K
|
1.09K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-9- 1.88% |
$4.71K - $5.15K
|
469
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.51% |
$5.24K - $5.72K
|
1.95K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.27% |
$5.24K - $5.72K
|
3.68K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 2.2% |
$5.24K - $5.72K
|
445
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11- 1.8% |
$5.76K - $6.29K
|
601
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 5.73% |
$5.76K - $6.29K
|
181
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11- 1.29% |
$5.76K - $6.29K
|
840
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11- 2.27% |
$5.76K - $6.29K
|
474
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11- 1.91% |
$5.76K - $6.29K
|
565
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12- 0.36% |
$6.29K - $6.86K
|
3.37K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-12- 0.37% |
$6.29K - $6.86K
|
3.2K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13- 0.22% |
$6.81K - $7.44K
|
5.91K
$3.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14- 2.92% |
$7.33K - $8.01K
|
466
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 1.38% |
$7.33K - $8.01K
|
1K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15- 3.0% |
$7.86K - $8.58K
|
485
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.41% |
$7.86K - $8.58K
|
3.6K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.32% |
$7.86K - $8.58K
|
4.62K
$2.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-15- 1.92% |
$7.86K - $8.58K
|
765
$458K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-15- 2.76% |
$7.86K - $8.58K
|
529
$316K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-16- 1.46% |
$8.38K - $9.15K
|
1.08K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.77% |
$8.38K - $9.15K
|
2.05K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.68% |
$8.91K - $9.72K
|
2.48K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17- 0.26% |
$8.91K - $9.72K
|
6.48K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-17- 0.85% |
$8.91K - $9.72K
|
1.99K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 6.14% |
$9.43K - $10.3K
|
275
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 0.08% |
$9.43K - $10.3K
|
23K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-18- 0.98% |
$9.43K - $10.3K
|
1.83K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 1.3% |
$9.43K - $10.3K
|
1.37K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.82% |
$9.95K - $10.9K
|
2.29K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-19- 2.05% |
$9.95K - $10.9K
|
906
$542K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-20- 1.21% |
$10.5K - $11.4K
|
1.63K
$974K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20- 2.35% |
$10.5K - $11.4K
|
830
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.32% |
$10.5K - $11.4K
|
6.32K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-20- 4.61% |
$10.5K - $11.4K
|
414
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 36.36% |
$10.5K - $11.4K
|
35
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21- 1.42% |
$11K - $12K
|
1.45K
$869K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-21- 3.34% |
$11K - $12K
|
608
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-22- 2.67% |
$11.5K - $12.6K
|
803
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 0.56% |
$12K - $13.2K
|
4.12K
$2.46M
|