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
|
Zwj Investment Counsel Inc
|
BUY
|
- |
139+ 3.42% |
$78.4K - $86.2K
|
4.2K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
137+ 2.22% |
$77.3K - $85K
|
6.31K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
131New |
$73.9K - $81.2K
|
131
$77.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
130+ 4.93% |
$73.3K - $80.6K
|
2.77K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
123+ 16.27% |
$69.4K - $76.3K
|
879
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
121New |
$68.2K - $75K
|
121
$71.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.85% |
$67.1K - $73.8K
|
4.3K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
116+ 24.32% |
$65.4K - $71.9K
|
593
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
113+ 17.28% |
$63.7K - $70.1K
|
767
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 14.19% |
$57.5K - $63.3K
|
821
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 12.8% |
$56.4K - $62K
|
881
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 3.92% |
$54.7K - $60.2K
|
2.57K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
86+ 23.06% |
$48.5K - $53.3K
|
459
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 2.33% |
$47.4K - $52.1K
|
3.69K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
81+ 5.91% |
$45.7K - $50.2K
|
1.45K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
76+ 7.69% |
$42.9K - $47.1K
|
1.06K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72+ 0.9% |
$40.6K - $44.6K
|
8.11K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
68+ 1.36% |
$38.4K - $42.2K
|
5.07K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.8% |
$36.1K - $39.7K
|
8.03K
$4.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$36.1K - $39.7K
|
64
$37.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
64+ 0.14% |
$36.1K - $39.7K
|
46.4K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
63+ 4.0% |
$35.5K - $39.1K
|
1.64K
$966K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 6.82% |
$35K - $38.4K
|
971
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 4.75% |
$35K - $38.4K
|
1.37K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
62+ 5.47% |
$35K - $38.4K
|
1.2K
$705K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.53% |
$34.4K - $37.8K
|
2.48K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
60+ 5.84% |
$33.8K - $37.2K
|
1.09K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
57New |
$32.1K - $35.3K
|
57
$33.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 5.48% |
$30.5K - $33.5K
|
1.04K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
52+ 0.8% |
$29.3K - $32.2K
|
6.57K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.32% |
$28.2K - $31K
|
3.84K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
49+ 8.01% |
$27.6K - $30.4K
|
661
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$27.6K - $30.4K
|
49
$28.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
47+ 0.44% |
$26.5K - $29.1K
|
10.8K
$6.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43+ 50.0% |
$24.3K - $26.7K
|
129
$76.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 32.33% |
$24.3K - $26.7K
|
176
$104K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43New |
$24.3K - $26.7K
|
43
$25.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 7.54% |
$24.3K - $26.7K
|
613
$361K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 6.57% |
$23.7K - $26K
|
681
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
40New |
$22.6K - $24.8K
|
40
$23.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
39+ 1.76% |
$22K - $24.2K
|
2.26K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 4.12% |
$20.3K - $22.3K
|
909
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
32+ 3.47% |
$18K - $19.8K
|
953
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
32+ 0.37% |
$18K - $19.8K
|
8.74K
$5.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.69% |
$18K - $19.8K
|
4.68K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31+ 1.93% |
$17.5K - $19.2K
|
1.64K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31+ 3.94% |
$17.5K - $19.2K
|
818
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 1.24% |
$17.5K - $19.2K
|
2.54K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29+ 0.73% |
$16.4K - $18K
|
3.99K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 4.24% |
$15.8K - $17.4K
|
689
$406K
|