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 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 11.03% |
$282K - $310K
|
5.03K
$2.97M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
495+ 54.58% |
$279K - $307K
|
1.4K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
488+ 12.54% |
$275K - $303K
|
4.38K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
470New |
$265K - $291K
|
470
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
464+ 662.86% |
$262K - $288K
|
534
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
459New |
$259K - $285K
|
459
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
455New |
$257K - $282K
|
455
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
454+ 5.44% |
$256K - $282K
|
8.8K
$5.19M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
434+ 4.78% |
$245K - $269K
|
9.51K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
432+ 6.9% |
$244K - $268K
|
6.69K
$3.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
421+ 29.3% |
$237K - $261K
|
1.86K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
417+ 1.05% |
$235K - $259K
|
40.2K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
386+ 2.72% |
$218K - $239K
|
14.6K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
385New |
$217K - $239K
|
385
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
385+ 7.15% |
$217K - $239K
|
5.77K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
384+ 4.77% |
$217K - $238K
|
8.44K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
378New |
$213K - $234K
|
378
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
370New |
$209K - $229K
|
370
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
362New |
$204K - $224K
|
362
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
358New |
$202K - $222K
|
358
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
352New |
$199K - $218K
|
352
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
346+ 4.56% |
$195K - $215K
|
7.93K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
342+ 156.16% |
$193K - $212K
|
561
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
340+ 5.4% |
$192K - $211K
|
6.63K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
339+ 26.86% |
$191K - $210K
|
1.6K
$944K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
339+ 3.35% |
$191K - $210K
|
10.5K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
332New |
$187K - $206K
|
332
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
328New |
$185K - $203K
|
328
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
328+ 125.19% |
$185K - $203K
|
590
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
295+ 61.46% |
$166K - $183K
|
775
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
290+ 2.94% |
$164K - $180K
|
10.2K
$6M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
275+ 1.55% |
$155K - $171K
|
18.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
265+ 2.93% |
$149K - $164K
|
9.32K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
263+ 55.96% |
$148K - $163K
|
733
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
246+ 49.6% |
$139K - $153K
|
742
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
241+ 11.41% |
$136K - $149K
|
2.35K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
235+ 1.65% |
$133K - $146K
|
14.5K
$8.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
228+ 12.58% |
$129K - $141K
|
2.04K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
224+ 1.6% |
$126K - $139K
|
14.3K
$8.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
216+ 2.63% |
$122K - $134K
|
8.44K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
213New |
$120K - $132K
|
213
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 0.32% |
$113K - $124K
|
61.9K
$36.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
198+ 4.2% |
$112K - $123K
|
4.92K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
171+ 8.13% |
$96.4K - $106K
|
2.27K
$1.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
165+ 46.09% |
$93.1K - $102K
|
523
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
160+ 6.35% |
$90.2K - $99.2K
|
2.68K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
152+ 7.88% |
$85.7K - $94.3K
|
2.08K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
152+ 3.83% |
$85.7K - $94.3K
|
4.12K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
151+ 4.16% |
$85.2K - $93.6K
|
3.78K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
150New |
$84.6K - $93K
|
150
$88.5K
|