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 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.55% |
$1.69K - $1.86K
|
543
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.6% |
$1.69K - $1.86K
|
496
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.04% |
$1.69K - $1.86K
|
8.41K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4- 0.41% |
$2.26K - $2.48K
|
978
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4- 0.33% |
$2.26K - $2.48K
|
1.22K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4- 0.55% |
$2.26K - $2.48K
|
729
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.52% |
$2.82K - $3.1K
|
965
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-5- 1.0% |
$2.82K - $3.1K
|
496
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5- 0.58% |
$2.82K - $3.1K
|
852
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5- 0.46% |
$2.82K - $3.1K
|
1.09K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-6- 0.41% |
$3.38K - $3.72K
|
1.45K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7- 0.12% |
$3.95K - $4.34K
|
5.9K
$3.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7- 0.1% |
$3.95K - $4.34K
|
7.18K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$4.51K - $4.96K
|
4.55K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.21% |
$5.08K - $5.58K
|
737
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10- 0.03% |
$5.64K - $6.2K
|
30.4K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$5.64K - $6.2K
|
4.02K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10- 1.34% |
$5.64K - $6.2K
|
735
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 2.33% |
$7.33K - $8.06K
|
546
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 0.21% |
$7.9K - $8.68K
|
6.81K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 3.05% |
$8.46K - $9.3K
|
476
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15- 2.05% |
$8.46K - $9.3K
|
717
$423K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 12.8% |
$9.02K - $9.92K
|
109
$64.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.16% |
$9.59K - $10.5K
|
10.4K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17- 0.44% |
$9.59K - $10.5K
|
3.84K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.55% |
$10.2K - $11.2K
|
3.28K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-19- 4.85% |
$10.7K - $11.8K
|
373
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 4.09% |
$10.7K - $11.8K
|
446
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.81% |
$11.3K - $12.4K
|
2.46K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 10.99% |
$11.3K - $12.4K
|
162
$95.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$11.8K - $13K
|
12.9K
$7.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.87% |
$12.4K - $13.6K
|
2.5K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-23- 3.4% |
$13K - $14.3K
|
653
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-23- 0.46% |
$13K - $14.3K
|
4.93K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.32% |
$13.5K - $14.9K
|
7.42K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-25- 1.88% |
$14.1K - $15.5K
|
1.3K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.82% |
$14.1K - $15.5K
|
1.35K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 0.7% |
$14.1K - $15.5K
|
3.56K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$14.1K - $15.5K
|
6.73K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.06% |
$15.2K - $16.7K
|
2.52K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-27- 1.66% |
$15.2K - $16.7K
|
1.6K
$944K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.51% |
$16.4K - $18K
|
5.68K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-30- 0.22% |
$16.9K - $18.6K
|
13.5K
$7.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.4% |
$18K - $19.8K
|
8.04K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 1.81% |
$18K - $19.8K
|
1.74K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-36- 0.61% |
$20.3K - $22.3K
|
5.83K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 0.89% |
$20.3K - $22.3K
|
4.01K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-37- 7.39% |
$20.9K - $22.9K
|
464
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-39- 0.22% |
$22K - $24.2K
|
17.6K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-39- 8.92% |
$22K - $24.2K
|
398
$235K
|