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 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.06% |
$15.2K - $16.7K
|
2.52K
$1.49M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.51% |
$16.4K - $18K
|
5.68K
$3.37M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-30- 0.22% |
$16.9K - $18.6K
|
13.5K
$8.01M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-31- 0.15% |
$17.5K - $19.2K
|
20.3K
$12M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.4% |
$18K - $19.8K
|
8.04K
$4.77M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 1.81% |
$18K - $19.8K
|
1.74K
$1.03M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-34- 1.46% |
$19.2K - $21.1K
|
2.3K
$1.36M
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-35- 0.67% |
$19.7K - $21.7K
|
5.2K
$3.08M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 0.89% |
$20.3K - $22.3K
|
4.01K
$2.38M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-36- 0.61% |
$20.3K - $22.3K
|
5.83K
$3.46M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-37- 7.39% |
$20.9K - $22.9K
|
464
$275K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-39- 6.66% |
$22K - $24.2K
|
547
$324K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-39- 8.92% |
$22K - $24.2K
|
398
$236K
|
|
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 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-40- 7.52% |
$22.6K - $24.8K
|
492
$292K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 0.44% |
$23.1K - $25.4K
|
9.35K
$5.54M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-43- 2.99% |
$24.3K - $26.7K
|
1.4K
$827K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 0.44% |
$24.3K - $26.7K
|
9.65K
$5.72M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-43- 21.72% |
$24.3K - $26.7K
|
155
$91.9K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-44- 0.32% |
$24.8K - $27.3K
|
13.7K
$8.12M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-44- 0.81% |
$24.8K - $27.3K
|
5.41K
$3.21M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-44- 5.11% |
$24.8K - $27.3K
|
817
$484K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-45- 0.41% |
$25.4K - $27.9K
|
10.8K
$6.42M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-46- 0.23% |
$25.9K - $28.5K
|
19.9K
$11.8M
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-48- 1.27% |
$27.1K - $29.8K
|
3.74K
$2.22M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-48- 0.95% |
$27.1K - $29.8K
|
4.99K
$2.96M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-49- 0.34% |
$27.6K - $30.4K
|
14.5K
$8.58M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-49- 10.56% |
$27.6K - $30.4K
|
415
$246K
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 6.41% |
$28.2K - $31K
|
730
$433K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 3.12% |
$28.2K - $31K
|
1.55K
$921K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-52- 2.61% |
$29.3K - $32.2K
|
1.94K
$1.15M
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-52- 1.24% |
$29.3K - $32.2K
|
4.15K
$2.46M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-55- 1.12% |
$31K - $34.1K
|
4.84K
$2.87M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-58- 0.54% |
$32.7K - $36K
|
10.6K
$6.3M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-58- 9.54% |
$32.7K - $36K
|
550
$326K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-60- 2.33% |
$33.8K - $37.2K
|
2.52K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.56% |
$35K - $38.4K
|
3.93K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 16.94% |
$35K - $38.4K
|
304
$180K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-62- 1.66% |
$35K - $38.4K
|
3.67K
$2.17M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-65- 1.41% |
$36.7K - $40.3K
|
4.55K
$2.7M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 0.26% |
$36.7K - $40.3K
|
24.6K
$14.6M
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-67- 2.14% |
$37.8K - $41.5K
|
3.06K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 8.16% |
$37.8K - $41.5K
|
754
$447K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-68- 5.26% |
$38.4K - $42.2K
|
1.22K
$726K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 3.86% |
$38.9K - $42.8K
|
1.72K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 0.5% |
$39.5K - $43.4K
|
14K
$8.31M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-70- 2.13% |
$39.5K - $43.4K
|
3.21K
$1.91M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-74- 2.19% |
$41.7K - $45.9K
|
3.3K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 8.5% |
$41.7K - $45.9K
|
797
$472K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76- 0.93% |
$42.9K - $47.1K
|
8.08K
$4.79M
|