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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 4.55% |
$15.2K - $16.7K
|
620
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 6.15% |
$14.7K - $16.1K
|
449
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26+ 6.28% |
$14.7K - $16.1K
|
440
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
25+ 1.01% |
$14.1K - $15.5K
|
2.5K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
25+ 0.04% |
$14.1K - $15.5K
|
59.5K
$32.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 13.16% |
$14.1K - $15.5K
|
215
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 3.89% |
$14.1K - $15.5K
|
668
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24+ 0.39% |
$13.5K - $14.9K
|
6.25K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 4.76% |
$13K - $14.3K
|
506
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.88% |
$13K - $14.3K
|
2.65K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22+ 3.03% |
$12.4K - $13.6K
|
749
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.56% |
$11.8K - $13K
|
3.76K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 20.0% |
$11.3K - $12.4K
|
120
$66.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$11.3K - $12.4K
|
20
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
19+ 2.38% |
$10.7K - $11.8K
|
816
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19+ 3.11% |
$10.7K - $11.8K
|
629
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
18New |
$10.2K - $11.2K
|
18
$9.95K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 2.66% |
$10.2K - $11.2K
|
694
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
17+ 3.14% |
$9.59K - $10.5K
|
559
$309K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$9.59K - $10.5K
|
17
$9.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
16New |
$9.02K - $9.92K
|
16
$8.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
16+ 0.75% |
$9.02K - $9.92K
|
2.16K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 16.67% |
$8.46K - $9.3K
|
105
$58.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15+ 0.07% |
$8.46K - $9.3K
|
20.6K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15+ 0.29% |
$8.46K - $9.3K
|
5.11K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
14+ 0.27% |
$7.9K - $8.68K
|
5.26K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 1.19% |
$7.33K - $8.06K
|
1.1K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 1.03% |
$7.33K - $8.06K
|
1.28K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12+ 1.33% |
$6.77K - $7.44K
|
911
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.26% |
$6.77K - $7.44K
|
4.71K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12+ 1.71% |
$6.77K - $7.44K
|
715
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11+ 0.05% |
$6.2K - $6.82K
|
20.7K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.71% |
$6.2K - $6.82K
|
1.57K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 2.28% |
$6.2K - $6.82K
|
494
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
10+ 0.18% |
$5.64K - $6.2K
|
5.71K
$3.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.82% |
$5.64K - $6.2K
|
1.23K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
10+ 2.16% |
$5.64K - $6.2K
|
474
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 100.0% |
$5.08K - $5.58K
|
18
$9.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$3.95K - $4.34K
|
17.1K
$9.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$3.95K - $4.34K
|
7
$3.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.06% |
$3.95K - $4.34K
|
11.6K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
7+ 0.57% |
$3.95K - $4.34K
|
1.24K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7+ 0.25% |
$3.95K - $4.34K
|
2.84K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.14% |
$3.95K - $4.34K
|
5.05K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 0.64% |
$3.95K - $4.34K
|
1.1K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.82% |
$3.38K - $3.72K
|
739
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6+ 0.12% |
$3.38K - $3.72K
|
5.12K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.27% |
$2.82K - $3.1K
|
1.88K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$2.82K - $3.1K
|
5
$2.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5+ 0.24% |
$2.82K - $3.1K
|
2.07K
$1.15M
|