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 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-8- 0.2% |
$4.19K - $4.58K
|
4K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-8- 0.25% |
$4.19K - $4.58K
|
3.22K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.71K - $5.15K
|
1.09K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-9- 1.88% |
$4.71K - $5.15K
|
469
$278K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.27% |
$5.24K - $5.72K
|
3.68K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 2.2% |
$5.24K - $5.72K
|
445
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.51% |
$5.24K - $5.72K
|
1.95K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11- 1.29% |
$5.76K - $6.29K
|
840
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11- 1.8% |
$5.76K - $6.29K
|
601
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 5.73% |
$5.76K - $6.29K
|
181
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11- 1.91% |
$5.76K - $6.29K
|
565
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11- 2.27% |
$5.76K - $6.29K
|
474
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-12- 0.37% |
$6.29K - $6.86K
|
3.2K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-12- 0.36% |
$6.29K - $6.86K
|
3.37K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13- 0.22% |
$6.81K - $7.44K
|
5.91K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14- 2.92% |
$7.33K - $8.01K
|
466
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 1.38% |
$7.33K - $8.01K
|
1K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.41% |
$7.86K - $8.58K
|
3.6K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15- 3.0% |
$7.86K - $8.58K
|
485
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-15- 1.92% |
$7.86K - $8.58K
|
765
$454K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.32% |
$7.86K - $8.58K
|
4.62K
$2.74M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-15- 2.76% |
$7.86K - $8.58K
|
529
$314K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-16- 1.46% |
$8.38K - $9.15K
|
1.08K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.77% |
$8.38K - $9.15K
|
2.05K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.68% |
$8.91K - $9.72K
|
2.48K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-17- 0.85% |
$8.91K - $9.72K
|
1.99K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17- 0.26% |
$8.91K - $9.72K
|
6.48K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 6.14% |
$9.43K - $10.3K
|
275
$163K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 1.3% |
$9.43K - $10.3K
|
1.37K
$813K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-18- 0.98% |
$9.43K - $10.3K
|
1.83K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 0.08% |
$9.43K - $10.3K
|
23K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.82% |
$9.95K - $10.9K
|
2.29K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-19- 2.05% |
$9.95K - $10.9K
|
906
$537K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 36.36% |
$10.5K - $11.4K
|
35
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-20- 0.32% |
$10.5K - $11.4K
|
6.32K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20- 2.35% |
$10.5K - $11.4K
|
830
$492K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-20- 1.21% |
$10.5K - $11.4K
|
1.63K
$965K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-20- 4.61% |
$10.5K - $11.4K
|
414
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-21- 3.34% |
$11K - $12K
|
608
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21- 1.42% |
$11K - $12K
|
1.45K
$862K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-22- 2.67% |
$11.5K - $12.6K
|
803
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 4.27% |
$12K - $13.2K
|
516
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 0.56% |
$12K - $13.2K
|
4.12K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-23- 1.8% |
$12K - $13.2K
|
1.26K
$745K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 3.89% |
$12K - $13.2K
|
569
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-24- 1.21% |
$12.6K - $13.7K
|
1.96K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 1.39% |
$13.1K - $14.3K
|
1.77K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-25- 0.23% |
$13.1K - $14.3K
|
10.8K
$6.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 2.63% |
$13.1K - $14.3K
|
925
$549K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-25- 53.19% |
$13.1K - $14.3K
|
22
$13K
|