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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-45- 0.32% |
$23.6K - $25.7K
|
14.1K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45- 10.95% |
$23.6K - $25.7K
|
366
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-45- 0.37% |
$23.6K - $25.7K
|
12.2K
$6.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 0.82% |
$23.6K - $25.7K
|
5.46K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-47- 9.34% |
$24.6K - $26.9K
|
456
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-47- 2.44% |
$24.6K - $26.9K
|
1.88K
$973K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-48- 11.82% |
$25.1K - $27.5K
|
358
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-49- 9.19% |
$25.7K - $28K
|
484
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 3.45% |
$26.2K - $28.6K
|
1.4K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-50- 0.28% |
$26.2K - $28.6K
|
17.6K
$9.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-50- 3.81% |
$26.2K - $28.6K
|
1.26K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 2.79% |
$26.2K - $28.6K
|
1.74K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 3.63% |
$27.2K - $29.7K
|
1.38K
$714K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 0.67% |
$27.2K - $29.7K
|
7.75K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-53- 2.95% |
$27.8K - $30.3K
|
1.74K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-53- 4.58% |
$27.8K - $30.3K
|
1.11K
$572K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-53- 1.39% |
$27.8K - $30.3K
|
3.77K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-54- 0.28% |
$28.3K - $30.9K
|
19.5K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 8.87% |
$28.8K - $31.5K
|
565
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-57- 1.7% |
$29.9K - $32.6K
|
3.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-58- 1.26% |
$30.4K - $33.2K
|
4.55K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59- 5.32% |
$30.9K - $33.7K
|
1.05K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 7.79% |
$31.4K - $34.3K
|
710
$367K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 3.1% |
$31.4K - $34.3K
|
1.87K
$970K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-60- 0.84% |
$31.4K - $34.3K
|
7.11K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 0.35% |
$31.4K - $34.3K
|
17.2K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-62- 11.38% |
$32.5K - $35.5K
|
483
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-63- 6.86% |
$33K - $36K
|
855
$442K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-64- 12.14% |
$33.5K - $36.6K
|
463
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-65- 4.27% |
$34K - $37.2K
|
1.46K
$753K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-69- 0.73% |
$36.1K - $39.5K
|
9.44K
$4.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-70- 0.23% |
$36.7K - $40K
|
30.4K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-71- 0.94% |
$37.2K - $40.6K
|
7.49K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-72- 5.7% |
$37.7K - $41.2K
|
1.19K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-74- 1.79% |
$38.8K - $42.3K
|
4.06K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-75- 1.63% |
$39.3K - $42.9K
|
4.53K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-76- 0.87% |
$39.8K - $43.5K
|
8.71K
$4.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-76- 0.55% |
$39.8K - $43.5K
|
13.7K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-76- 0.46% |
$39.8K - $43.5K
|
16.6K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-77- 0.64% |
$40.3K - $44K
|
11.9K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 15.4% |
$40.3K - $44K
|
423
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-78- 0.64% |
$40.9K - $44.6K
|
12.1K
$6.28M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-78- 1.53% |
$40.9K - $44.6K
|
5.02K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-78- 12.11% |
$40.9K - $44.6K
|
566
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 30.53% |
$41.9K - $45.8K
|
182
$94.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-80- 3.62% |
$41.9K - $45.8K
|
2.13K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-80- 0.35% |
$41.9K - $45.8K
|
22.6K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-80- 3.01% |
$41.9K - $45.8K
|
2.58K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80- 7.36% |
$41.9K - $45.8K
|
1.01K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-81- 1.06% |
$42.4K - $46.3K
|
7.6K
$3.93M
|