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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
577KNew |
$325M - $358M
|
577K
$342M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
574K+ 8245.42% |
$324M - $356M
|
581K
$344M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
377K+ 89108.51% |
$213M - $234M
|
377K
$224M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
248K+ 1411.12% |
$140M - $154M
|
266K
$158M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
63KNew |
$35.5M - $39.1M
|
63K
$37.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
31.3KNew |
$17.6M - $19.4M
|
31.3K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$15.5M - $17.1M
|
27.5K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
16.9K+ 3702.41% |
$9.52M - $10.5M
|
17.3K
$10.3M
|
|
|
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
$56.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.1K+ 1304.69% |
$7.37M - $8.11M
|
14.1K
$8.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.1KNew |
$6.84M - $7.52M
|
12.1K
$7.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
10.8K+ 112.35% |
$6.07M - $6.68M
|
20.3K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$5.91M - $6.5M
|
10.5K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
10.3K+ 150.43% |
$5.84M - $6.42M
|
17.2K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
10KNew |
$5.64M - $6.2M
|
10K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.15KNew |
$4.6M - $5.05M
|
8.15K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.45KNew |
$3.64M - $4M
|
6.45K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.38KNew |
$3.6M - $3.96M
|
6.38K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.35KNew |
$3.58M - $3.94M
|
6.35K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.41K+ 625.2% |
$3.05M - $3.35M
|
6.27K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.34KNew |
$3.01M - $3.31M
|
5.34K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.31K+ 4.94% |
$2.99M - $3.29M
|
113K
$66.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.7KNew |
$2.65M - $2.91M
|
4.7K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.55K+ 1929.24% |
$2.57M - $2.82M
|
4.79K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.37K+ 264.09% |
$2.46M - $2.71M
|
6.02K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.77KNew |
$2.12M - $2.34M
|
3.77K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.44K+ 8.48% |
$1.94M - $2.13M
|
43.9K
$26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.32KNew |
$1.87M - $2.06M
|
3.32K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.27KNew |
$1.84M - $2.03M
|
3.27K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.14K+ 547.29% |
$1.77M - $1.94M
|
3.71K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.94K+ 121.84% |
$1.66M - $1.82M
|
5.35K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.9KNew |
$1.64M - $1.8M
|
2.9K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.85K+ 179.46% |
$1.61M - $1.77M
|
4.44K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.78K+ 119.46% |
$1.57M - $1.72M
|
5.11K
$3.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.62KNew |
$1.48M - $1.63M
|
2.62K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.56KNew |
$1.44M - $1.59M
|
2.56K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.54K+ 38.74% |
$1.43M - $1.57M
|
9.08K
$5.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
2.12K+ 4.47% |
$1.19M - $1.31M
|
49.5K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.09K+ 4.93% |
$1.18M - $1.29M
|
44.4K
$26.3M
|
|
|
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
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.61K+ 49.81% |
$905K - $995K
|
4.83K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.56K+ 3.65% |
$881K - $969K
|
44.3K
$26.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.55KNew |
$873K - $960K
|
1.55K
$918K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 307.76% |
$850K - $935K
|
2K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$848K - $933K
|
1.5K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.41KNew |
$797K - $877K
|
1.41K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.41KNew |
$792K - $871K
|
1.41K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.33KNew |
$751K - $825K
|
1.33K
$789K
|