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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.61% |
$4.19K - $4.58K
|
505
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.16% |
$4.19K - $4.58K
|
5.04K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.55% |
$3.67K - $4K
|
1.29K
$666K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.1% |
$3.67K - $4K
|
7.11K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$3.14K - $3.43K
|
1.95K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.36% |
$3.14K - $3.43K
|
1.67K
$866K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$3.14K - $3.43K
|
1.94K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.17% |
$3.14K - $3.43K
|
3.44K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5+ 0.25% |
$2.62K - $2.86K
|
1.99K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.27% |
$2.62K - $2.86K
|
1.85K
$956K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4+ 0.33% |
$2.1K - $2.29K
|
1.23K
$636K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.28% |
$2.1K - $2.29K
|
1.44K
$746K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$2.1K - $2.29K
|
1.29K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$2.1K - $2.29K
|
1.32K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.15% |
$2.1K - $2.29K
|
2.63K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.32% |
$1.57K - $1.72K
|
943
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.77% |
$1.57K - $1.72K
|
392
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3+ 0.39% |
$1.57K - $1.72K
|
769
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 1.16% |
$1.57K - $1.72K
|
262
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.32% |
$1.57K - $1.72K
|
932
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3+ 0.33% |
$1.57K - $1.72K
|
925
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 200.0% |
$1.05K - $1.14K
|
3
$1.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.25% |
$1.05K - $1.14K
|
798
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.14% |
$1.05K - $1.14K
|
1.39K
$718K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.08% |
$1.05K - $1.14K
|
2.54K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2New |
$1.05K - $1.14K
|
2
$1.04K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.43% |
$1.05K - $1.14K
|
465
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$1.05K - $1.14K
|
746
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.23% |
$1.05K - $1.14K
|
888
$460K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.18% |
$1.05K - $1.14K
|
1.13K
$587K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$1.05K - $1.14K
|
605
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.08% |
$1.05K - $1.14K
|
2.44K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.2% |
$1.05K - $1.14K
|
1.01K
$523K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.05K - $1.14K
|
1.06K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$1.05K - $1.14K
|
3.07K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.4% |
$1.05K - $1.14K
|
499
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$1.05K - $1.14K
|
2.12K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$1.05K - $1.14K
|
1.77K
$918K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$1.05K - $1.14K
|
1.82K
$944K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.22% |
$524 - $572
|
46
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$524 - $572
|
387
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.25% |
$524 - $572
|
402
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$524 - $572
|
331
$171K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$524 - $572
|
1.08K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.33% |
$524 - $572
|
305
$158K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$524 - $572
|
756
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$524 - $572
|
2.22K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$524 - $572
|
851
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.22% |
$524 - $572
|
453
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.19% |
$524 - $572
|
525
$272K
|