Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
377K+ 89108.51% |
$213M - $234M
|
377K
$223M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
248K+ 1411.12% |
$140M - $154M
|
266K
$157M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
63KNew |
$35.5M - $39.1M
|
63K
$37.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
31.3KNew |
$17.6M - $19.4M
|
31.3K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$15.5M - $17.1M
|
27.5K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
16.9K+ 3702.41% |
$9.52M - $10.5M
|
17.3K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.2K+ 1816.14% |
$9.14M - $10M
|
17.1K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 17.05% |
$7.8M - $8.58M
|
95K
$56M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
10.8K+ 112.35% |
$6.07M - $6.68M
|
20.3K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
10.3K+ 150.43% |
$5.84M - $6.42M
|
17.2K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.15KNew |
$4.6M - $5.05M
|
8.15K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.45KNew |
$3.64M - $4M
|
6.45K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.38KNew |
$3.6M - $3.96M
|
6.38K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.35KNew |
$3.58M - $3.94M
|
6.35K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.34KNew |
$3.01M - $3.31M
|
5.34K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.55K+ 1929.24% |
$2.57M - $2.82M
|
4.79K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.77KNew |
$2.12M - $2.34M
|
3.77K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.44K+ 8.48% |
$1.94M - $2.13M
|
43.9K
$25.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.27KNew |
$1.84M - $2.03M
|
3.27K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.14K+ 547.29% |
$1.77M - $1.94M
|
3.71K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.85K+ 179.46% |
$1.61M - $1.77M
|
4.44K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.56KNew |
$1.44M - $1.59M
|
2.56K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.54K+ 38.74% |
$1.43M - $1.57M
|
9.08K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
2.12K+ 4.47% |
$1.19M - $1.31M
|
49.5K
$29.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.01KNew |
$1.13M - $1.25M
|
2.01K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.9K+ 90.68% |
$1.07M - $1.18M
|
3.99K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.61K+ 49.81% |
$905K - $995K
|
4.83K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.56K+ 3.65% |
$881K - $969K
|
44.3K
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$848K - $933K
|
1.5K
$887K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.41KNew |
$792K - $871K
|
1.41K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.33KNew |
$751K - $825K
|
1.33K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.24KNew |
$698K - $767K
|
1.24K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.21KNew |
$681K - $749K
|
1.21K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$667K - $734K
|
1.18K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.16KNew |
$656K - $721K
|
1.16K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 37.3% |
$637K - $700K
|
4.16K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11KNew |
$623K - $685K
|
1.11K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.1K+ 1.72% |
$619K - $681K
|
64.9K
$38.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
831+ 17.71% |
$469K - $515K
|
5.52K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
778New |
$439K - $482K
|
778
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
737+ 90.54% |
$416K - $457K
|
1.55K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
675New |
$381K - $419K
|
675
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 45.96% |
$375K - $412K
|
2.11K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
600New |
$338K - $372K
|
600
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
596+ 34.79% |
$336K - $370K
|
2.31K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
557+ 14.76% |
$314K - $345K
|
4.33K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
546New |
$308K - $339K
|
546
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
511+ 2.68% |
$288K - $317K
|
19.6K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 11.03% |
$282K - $310K
|
5.03K
$2.97M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
495+ 54.58% |
$279K - $307K
|
1.4K
$827K
|