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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1- 0.04% |
$564 - $620
|
2.37K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.1% |
$564 - $620
|
968
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.15% |
$564 - $620
|
660
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$564 - $620
|
1.57K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2- 0.2% |
$1.13K - $1.24K
|
989
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2- 0.02% |
$1.13K - $1.24K
|
9.75K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2- 0.5% |
$1.13K - $1.24K
|
401
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2- 0.23% |
$1.13K - $1.24K
|
854
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2- 0.47% |
$1.13K - $1.24K
|
423
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.04% |
$1.69K - $1.86K
|
8.41K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.63% |
$1.69K - $1.86K
|
471
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.6% |
$1.69K - $1.86K
|
496
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.55% |
$1.69K - $1.86K
|
543
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3- 0.53% |
$1.69K - $1.86K
|
563
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4- 0.41% |
$2.26K - $2.48K
|
978
$534K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.49% |
$2.26K - $2.48K
|
814
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4- 0.33% |
$2.26K - $2.48K
|
1.22K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- 0.92% |
$2.26K - $2.48K
|
429
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4- 0.55% |
$2.26K - $2.48K
|
729
$398K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-4- 2.05% |
$2.26K - $2.48K
|
191
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.19% |
$2.26K - $2.48K
|
2.1K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-5- 0.31% |
$2.82K - $3.1K
|
1.61K
$880K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5- 0.58% |
$2.82K - $3.1K
|
852
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-5- 1.0% |
$2.82K - $3.1K
|
496
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.52% |
$2.82K - $3.1K
|
965
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5- 0.46% |
$2.82K - $3.1K
|
1.09K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.25% |
$2.82K - $3.1K
|
2.03K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-6- 0.18% |
$3.38K - $3.72K
|
3.29K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-6- 0.41% |
$3.38K - $3.72K
|
1.45K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.47% |
$3.38K - $3.72K
|
1.26K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.54% |
$3.95K - $4.34K
|
1.28K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-7- 0.75% |
$3.95K - $4.34K
|
923
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7- 0.1% |
$3.95K - $4.34K
|
7.18K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-7- 1.94% |
$3.95K - $4.34K
|
354
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7- 0.12% |
$3.95K - $4.34K
|
5.9K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$4.51K - $4.96K
|
4.55K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.44% |
$5.08K - $5.58K
|
2.04K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9- 0.65% |
$5.08K - $5.58K
|
1.38K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9- 0.08% |
$5.08K - $5.58K
|
10.8K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.45% |
$5.08K - $5.58K
|
611
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.21% |
$5.08K - $5.58K
|
737
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.53% |
$5.64K - $6.2K
|
1.87K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10- 0.03% |
$5.64K - $6.2K
|
30.4K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.64K - $6.2K
|
2.44K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10- 1.34% |
$5.64K - $6.2K
|
735
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$5.64K - $6.2K
|
4.02K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10- 0.66% |
$5.64K - $6.2K
|
1.5K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-10- 20.0% |
$5.64K - $6.2K
|
40
$21.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 1.41% |
$5.64K - $6.2K
|
697
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-11- 0.29% |
$6.2K - $6.82K
|
3.85K
$2.1M
|