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
|
Nbw Capital LLC
|
SELL
|
- |
-78- 0.9% |
$44K - $48.4K
|
8.62K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-80- 4.02% |
$45.1K - $49.6K
|
1.91K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-80- 17.7% |
$45.1K - $49.6K
|
372
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-82- 1.28% |
$46.2K - $50.8K
|
6.31K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-83- 6.51% |
$46.8K - $51.5K
|
1.19K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-84- 0.89% |
$47.4K - $52.1K
|
9.36K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-85- 2.47% |
$47.9K - $52.7K
|
3.36K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-87- 5.86% |
$49.1K - $54K
|
1.4K
$819K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-95- 7.15% |
$53.6K - $58.9K
|
1.23K
$723K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-95- 11.43% |
$53.6K - $58.9K
|
736
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.2% |
$54.1K - $59.5K
|
7.88K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.44% |
$54.1K - $59.5K
|
6.59K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.39% |
$56.4K - $62K
|
7.1K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 6.26% |
$56.4K - $62K
|
1.5K
$877K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-105- 13.16% |
$59.2K - $65.1K
|
693
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.58% |
$60.9K - $67K
|
2.25K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 1.47% |
$62K - $68.2K
|
7.38K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 2.53% |
$65.4K - $71.9K
|
4.46K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-120- 5.43% |
$67.7K - $74.4K
|
2.09K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-126- 0.71% |
$71.1K - $78.1K
|
17.7K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
66.4K
$38.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 1.77% |
$75K - $82.5K
|
7.39K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 4.08% |
$75.6K - $83.1K
|
3.15K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 5.77% |
$77.3K - $85K
|
2.24K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 2.76% |
$80.7K - $88.7K
|
5.03K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 10.56% |
$81.8K - $89.9K
|
1.23K
$720K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-146- 4.24% |
$82.3K - $90.5K
|
3.3K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-149- 0.88% |
$84K - $92.4K
|
16.9K
$9.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 16.97% |
$84.6K - $93K
|
734
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 1.39% |
$91.4K - $100K
|
11.5K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-164- 9.08% |
$92.5K - $102K
|
1.64K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 4.54% |
$92.5K - $102K
|
3.45K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-165- 7.28% |
$93.1K - $102K
|
2.1K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-166- 1.37% |
$93.6K - $103K
|
12K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-168- 2.21% |
$94.8K - $104K
|
7.43K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-175- 0.54% |
$98.7K - $109K
|
32.1K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 20.9% |
$99.3K - $109K
|
666
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-179- 6.49% |
$101K - $111K
|
2.58K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-181- 26.42% |
$102K - $112K
|
504
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-181- 2.19% |
$102K - $112K
|
8.09K
$4.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 1.37% |
$106K - $117K
|
13.5K
$7.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-190- 7.78% |
$107K - $118K
|
2.25K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-193- 3.44% |
$109K - $120K
|
5.41K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-194- 1.14% |
$109K - $120K
|
16.8K
$9.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-194- 5.82% |
$109K - $120K
|
3.14K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-200- 0.39% |
$113K - $124K
|
51.6K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-200- 18.67% |
$113K - $124K
|
871
$510K
|