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 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35+ 50.0% |
$18.3K - $20K
|
105
$61.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
35+ 1.87% |
$18.3K - $20K
|
1.91K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
34+ 0.89% |
$17.8K - $19.4K
|
3.85K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
33+ 1.02% |
$17.3K - $18.9K
|
3.28K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 0.51% |
$17.3K - $18.9K
|
6.55K
$3.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
33+ 0.42% |
$17.3K - $18.9K
|
7.97K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 1.01% |
$16.2K - $17.7K
|
3.1K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28+ 2.73% |
$14.7K - $16K
|
1.05K
$620K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 0.2% |
$14.7K - $16K
|
13.7K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
28+ 1.43% |
$14.7K - $16K
|
1.99K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
27+ 0.6% |
$14.1K - $15.4K
|
4.51K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
27+ 0.52% |
$14.1K - $15.4K
|
5.25K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25+ 2.17% |
$13.1K - $14.3K
|
1.18K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
25+ 0.7% |
$13.1K - $14.3K
|
3.61K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.95% |
$13.1K - $14.3K
|
445
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25+ 3.63% |
$13.1K - $14.3K
|
714
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
24+ 0.42% |
$12.6K - $13.7K
|
5.8K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
24+ 3.11% |
$12.6K - $13.7K
|
796
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23+ 1.0% |
$12K - $13.2K
|
2.32K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
22+ 0.27% |
$11.5K - $12.6K
|
8.13K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.37% |
$11K - $12K
|
5.71K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$10.5K - $11.4K
|
20
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.4% |
$9.95K - $10.9K
|
4.79K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
19+ 3.17% |
$9.95K - $10.9K
|
619
$365K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
18+ 1.52% |
$9.43K - $10.3K
|
1.2K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 1.17% |
$9.43K - $10.3K
|
1.56K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
18+ 0.54% |
$9.43K - $10.3K
|
3.37K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 2.35% |
$7.86K - $8.58K
|
654
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
15+ 1.82% |
$7.86K - $8.58K
|
840
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.19% |
$7.86K - $8.58K
|
7.81K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13+ 1.66% |
$6.81K - $7.44K
|
797
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13+ 1.01% |
$6.81K - $7.44K
|
1.3K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12+ 0.5% |
$6.29K - $6.86K
|
2.41K
$1.42M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 6.74% |
$6.29K - $6.86K
|
190
$112K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 0.75% |
$6.29K - $6.86K
|
1.61K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 5.56% |
$6.29K - $6.86K
|
228
$134K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.75% |
$5.76K - $6.29K
|
639
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$5.24K - $5.72K
|
10
$5.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.88% |
$5.24K - $5.72K
|
1.15K
$678K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10+ 0.58% |
$5.24K - $5.72K
|
1.72K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$4.71K - $5.15K
|
17.1K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$4.71K - $5.15K
|
9.69K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9+ 0.33% |
$4.71K - $5.15K
|
2.75K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8+ 0.13% |
$4.19K - $4.58K
|
6.23K
$3.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.16% |
$4.19K - $4.58K
|
5.04K
$2.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.61% |
$4.19K - $4.58K
|
505
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
8+ 1.96% |
$4.19K - $4.58K
|
417
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.55% |
$3.67K - $4K
|
1.29K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.1% |
$3.67K - $4K
|
7.11K
$4.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$3.14K - $3.43K
|
1.95K
$1.15M
|