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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-679- 27.23% |
$356K - $388K
|
1.82K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-687- 1.35% |
$360K - $393K
|
50.3K
$26M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-702- 1.85% |
$368K - $402K
|
37.1K
$19.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-730- 2.47% |
$382K - $418K
|
28.8K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-737- 29.29% |
$386K - $422K
|
1.78K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-740- 54.81% |
$388K - $423K
|
610
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-777- 8.03% |
$407K - $444K
|
8.9K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-781- 3.04% |
$409K - $447K
|
24.9K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-785- 0.56% |
$411K - $449K
|
139K
$71.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-796- 1.79% |
$417K - $455K
|
43.6K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-802- 4.5% |
$420K - $459K
|
17K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-805- 2.03% |
$422K - $460K
|
38.9K
$20.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-812- 1.72% |
$425K - $464K
|
46.3K
$24M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-813- 1.61% |
$426K - $465K
|
49.6K
$25.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-821- 24.28% |
$430K - $470K
|
2.56K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-831- 35.21% |
$435K - $475K
|
1.53K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-875- 1.6% |
$458K - $501K
|
53.9K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-881- 0.86% |
$462K - $504K
|
101K
$52.5M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-900- 46.75% |
$471K - $515K
|
1.03K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-918- 38.98% |
$481K - $525K
|
1.44K
$744K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-944- 5.26% |
$495K - $540K
|
17K
$8.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.03K- 3.26% |
$538K - $587K
|
30.5K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.03K- 2.8% |
$541K - $590K
|
35.8K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 15.66% |
$545K - $595K
|
5.61K
$2.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.09K- 67.12% |
$569K - $621K
|
532
$275K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.12K- 46.82% |
$586K - $640K
|
1.27K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.17K- 47.71% |
$611K - $667K
|
1.28K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.31K- 35.9% |
$685K - $748K
|
2.34K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 8.76% |
$716K - $782K
|
14.2K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.43K- 51.09% |
$750K - $819K
|
1.37K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.6K- 25.55% |
$836K - $912K
|
4.65K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.64K- 3.05% |
$861K - $940K
|
52.3K
$27.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.7K- 50.0% |
$891K - $972K
|
1.7K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 2.48% |
$914K - $998K
|
68.7K
$35.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.83K- 5.21% |
$959K - $1.05M
|
33.3K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 3.41% |
$959K - $1.05M
|
51.8K
$26.8M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.87K- 23.79% |
$979K - $1.07M
|
5.98K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.91K- 12.91% |
$1M - $1.09M
|
12.9K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.93K- 38.29% |
$1.01M - $1.11M
|
3.11K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2K- 12.14% |
$1.05M - $1.15M
|
14.5K
$7.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.03K- 18.24% |
$1.06M - $1.16M
|
9.11K
$4.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.21K- 32.53% |
$1.16M - $1.26M
|
4.58K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.55K- 5.03% |
$1.34M - $1.46M
|
48.1K
$24.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2.61K- 2.64% |
$1.36M - $1.49M
|
96.2K
$49.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.63K- 7.42% |
$1.38M - $1.5M
|
32.8K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 30.58% |
$1.53M - $1.67M
|
6.64K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 9.21% |
$1.55M - $1.69M
|
29.2K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.05K- 29.19% |
$1.6M - $1.74M
|
7.4K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.14K- 56.94% |
$1.65M - $1.8M
|
2.38K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.28K- 67.42% |
$1.72M - $1.88M
|
1.59K
$821K
|