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
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
7+ 0.57% |
$3.95K - $4.34K
|
1.24K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.82% |
$3.38K - $3.72K
|
739
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5+ 0.18% |
$2.82K - $3.1K
|
2.75K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.27% |
$2.82K - $3.1K
|
1.88K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5+ 0.03% |
$2.82K - $3.1K
|
16.6K
$9.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5+ 0.24% |
$2.82K - $3.1K
|
2.07K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.22% |
$2.26K - $2.48K
|
1.85K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$2.26K - $2.48K
|
1.95K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.08% |
$2.26K - $2.48K
|
4.71K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.21% |
$2.26K - $2.48K
|
1.95K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.69K - $1.86K
|
1.45K
$857K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
3+ 0.07% |
$1.69K - $1.86K
|
4.5K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 0.0% |
$1.69K - $1.86K
|
69.2K
$41M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.15% |
$1.69K - $1.86K
|
2.03K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
2+ 0.26% |
$1.13K - $1.24K
|
767
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2+ 0.29% |
$1.13K - $1.24K
|
701
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$1.13K - $1.24K
|
607
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.38% |
$1.13K - $1.24K
|
523
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$1.13K - $1.24K
|
1.78K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.1% |
$564 - $620
|
1.01K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.21% |
$564 - $620
|
470
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$564 - $620
|
1.47K
$871K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.33% |
$564 - $620
|
306
$181K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$564 - $620
|
332
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.14% |
$564 - $620
|
692
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.08% |
$564 - $620
|
1.19K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.22% |
$564 - $620
|
464
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$564 - $620
|
1.83K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.15% |
$564 - $620
|
676
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.06% |
$564 - $620
|
1.82K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.38% |
$564 - $620
|
267
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.25% |
$564 - $620
|
403
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.12% |
$564 - $620
|
841
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.07% |
$564 - $620
|
1.39K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1+ 0.19% |
$564 - $620
|
527
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.06% |
$564 - $620
|
1.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$564 - $620
|
7.7K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.1% |
$564 - $620
|
968
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1- 0.07% |
$564 - $620
|
1.37K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1- 0.14% |
$564 - $620
|
689
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$564 - $620
|
1.57K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2- 0.23% |
$1.13K - $1.24K
|
854
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2- 0.5% |
$1.13K - $1.24K
|
401
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2- 0.2% |
$1.13K - $1.24K
|
989
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 0.6% |
$1.69K - $1.86K
|
496
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3- 0.53% |
$1.69K - $1.86K
|
563
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.55% |
$1.69K - $1.86K
|
543
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.04% |
$1.69K - $1.86K
|
8.41K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4- 0.41% |
$2.26K - $2.48K
|
978
$580K
|