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 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.64K - $6.2K
|
2.44K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 1.41% |
$5.64K - $6.2K
|
697
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.53% |
$5.64K - $6.2K
|
1.87K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10- 0.66% |
$5.64K - $6.2K
|
1.5K
$830K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10- 0.03% |
$5.64K - $6.2K
|
30.4K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11- 2.93% |
$6.2K - $6.82K
|
365
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-11- 2.36% |
$6.2K - $6.82K
|
455
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-11- 0.29% |
$6.2K - $6.82K
|
3.85K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-12- 1.11% |
$6.77K - $7.44K
|
1.07K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12- 0.08% |
$6.77K - $7.44K
|
15.5K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.29% |
$7.33K - $8.06K
|
4.42K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-13- 1.49% |
$7.33K - $8.06K
|
858
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 2.33% |
$7.33K - $8.06K
|
546
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 0.21% |
$7.9K - $8.68K
|
6.81K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14- 1.26% |
$7.9K - $8.68K
|
1.09K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 3.1% |
$8.46K - $9.3K
|
469
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15- 0.37% |
$8.46K - $9.3K
|
4.04K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 3.05% |
$8.46K - $9.3K
|
476
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15- 2.05% |
$8.46K - $9.3K
|
717
$396K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16Closed |
$9.02K - $9.92K
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 12.8% |
$9.02K - $9.92K
|
109
$60.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 2.58% |
$9.02K - $9.92K
|
603
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16- 0.33% |
$9.02K - $9.92K
|
4.78K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17- 0.44% |
$9.59K - $10.5K
|
3.84K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.14% |
$9.59K - $10.5K
|
12.2K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 36.96% |
$9.59K - $10.5K
|
29
$16K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.16% |
$9.59K - $10.5K
|
10.4K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-18- 0.7% |
$10.2K - $11.2K
|
2.57K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.23% |
$10.2K - $11.2K
|
7.79K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.55% |
$10.2K - $11.2K
|
3.28K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-18- 3.34% |
$10.2K - $11.2K
|
521
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-19- 4.85% |
$10.7K - $11.8K
|
373
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-19- 0.93% |
$10.7K - $11.8K
|
2.03K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 4.09% |
$10.7K - $11.8K
|
446
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.81% |
$11.3K - $12.4K
|
2.46K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 2.76% |
$11.3K - $12.4K
|
705
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$11.3K - $12.4K
|
7.38K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 10.99% |
$11.3K - $12.4K
|
162
$89.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$11.8K - $13K
|
12.9K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.87% |
$12.4K - $13.6K
|
2.5K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-23- 0.46% |
$13K - $14.3K
|
4.93K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-23- 3.4% |
$13K - $14.3K
|
653
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 1.03% |
$13K - $14.3K
|
2.21K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.32% |
$13.5K - $14.9K
|
7.42K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 4.59% |
$13.5K - $14.9K
|
499
$276K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25- 5.2% |
$14.1K - $15.5K
|
456
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-25- 1.88% |
$14.1K - $15.5K
|
1.3K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$14.1K - $15.5K
|
6.73K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-25- 0.32% |
$14.1K - $15.5K
|
7.67K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-25- 5.61% |
$14.1K - $15.5K
|
421
$233K
|