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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-10- 20.0% |
$5.64K - $6.2K
|
40
$23.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 1.41% |
$5.64K - $6.2K
|
697
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10- 1.34% |
$5.64K - $6.2K
|
735
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.53% |
$5.64K - $6.2K
|
1.87K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10- 0.03% |
$5.64K - $6.2K
|
30.4K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$5.64K - $6.2K
|
4.02K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-11- 0.29% |
$6.2K - $6.82K
|
3.85K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-12- 1.11% |
$6.77K - $7.44K
|
1.07K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12- 0.08% |
$6.77K - $7.44K
|
15.5K
$9.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-13- 1.49% |
$7.33K - $8.06K
|
858
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 2.33% |
$7.33K - $8.06K
|
546
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 0.21% |
$7.9K - $8.68K
|
6.81K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14- 1.26% |
$7.9K - $8.68K
|
1.09K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15- 2.05% |
$8.46K - $9.3K
|
717
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 3.05% |
$8.46K - $9.3K
|
476
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 3.1% |
$8.46K - $9.3K
|
469
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 2.58% |
$9.02K - $9.92K
|
603
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16- 0.33% |
$9.02K - $9.92K
|
4.78K
$2.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 12.8% |
$9.02K - $9.92K
|
109
$63.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 36.96% |
$9.59K - $10.5K
|
29
$17K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17- 0.44% |
$9.59K - $10.5K
|
3.84K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.16% |
$9.59K - $10.5K
|
10.4K
$6.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.55% |
$10.2K - $11.2K
|
3.28K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-19- 4.85% |
$10.7K - $11.8K
|
373
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 4.09% |
$10.7K - $11.8K
|
446
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.81% |
$11.3K - $12.4K
|
2.46K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 10.99% |
$11.3K - $12.4K
|
162
$94.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$11.3K - $12.4K
|
7.38K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$11.8K - $13K
|
12.9K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.87% |
$12.4K - $13.6K
|
2.5K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-23- 0.46% |
$13K - $14.3K
|
4.93K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-23- 3.4% |
$13K - $14.3K
|
653
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.32% |
$13.5K - $14.9K
|
7.42K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$14.1K - $15.5K
|
6.73K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-25- 1.88% |
$14.1K - $15.5K
|
1.3K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.82% |
$14.1K - $15.5K
|
1.35K
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-25- 0.32% |
$14.1K - $15.5K
|
7.67K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 0.7% |
$14.1K - $15.5K
|
3.56K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-27- 1.66% |
$15.2K - $16.7K
|
1.6K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.06% |
$15.2K - $16.7K
|
2.52K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.51% |
$16.4K - $18K
|
5.68K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-30- 0.22% |
$16.9K - $18.6K
|
13.5K
$7.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-31- 0.15% |
$17.5K - $19.2K
|
20.3K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.4% |
$18K - $19.8K
|
8.04K
$4.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 1.81% |
$18K - $19.8K
|
1.74K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 2.31% |
$19.2K - $21.1K
|
1.44K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-34- 1.46% |
$19.2K - $21.1K
|
2.3K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-35- 3.21% |
$19.7K - $21.7K
|
1.05K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-35- 0.67% |
$19.7K - $21.7K
|
5.2K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-36- 0.61% |
$20.3K - $22.3K
|
5.83K
$3.42M
|