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 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-58- 9.54% |
$32.7K - $36K
|
550
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-60- 2.33% |
$33.8K - $37.2K
|
2.52K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-62- 1.66% |
$35K - $38.4K
|
3.67K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.56% |
$35K - $38.4K
|
3.93K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 16.94% |
$35K - $38.4K
|
304
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 0.26% |
$36.7K - $40.3K
|
24.6K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-65- 1.41% |
$36.7K - $40.3K
|
4.55K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-67- 2.14% |
$37.8K - $41.5K
|
3.06K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 8.16% |
$37.8K - $41.5K
|
754
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.9% |
$38.4K - $42.2K
|
7.53K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-68- 5.26% |
$38.4K - $42.2K
|
1.22K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 3.86% |
$38.9K - $42.8K
|
1.72K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 0.5% |
$39.5K - $43.4K
|
14K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-70- 2.13% |
$39.5K - $43.4K
|
3.21K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 8.5% |
$41.7K - $45.9K
|
797
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-74- 2.19% |
$41.7K - $45.9K
|
3.3K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-76- 0.33% |
$42.9K - $47.1K
|
22.9K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76- 0.93% |
$42.9K - $47.1K
|
8.08K
$4.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 1.68% |
$43.4K - $47.7K
|
4.5K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-77- 0.74% |
$43.4K - $47.7K
|
10.3K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-78- 0.9% |
$44K - $48.4K
|
8.62K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-78- 2.54% |
$44K - $48.4K
|
2.99K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-80- 4.02% |
$45.1K - $49.6K
|
1.91K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-82- 1.28% |
$46.2K - $50.8K
|
6.31K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-83- 6.51% |
$46.8K - $51.5K
|
1.19K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-84- 0.89% |
$47.4K - $52.1K
|
9.36K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-85- 2.47% |
$47.9K - $52.7K
|
3.36K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-87- 5.86% |
$49.1K - $54K
|
1.4K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-95- 7.15% |
$53.6K - $58.9K
|
1.23K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-95- 11.43% |
$53.6K - $58.9K
|
736
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.44% |
$54.1K - $59.5K
|
6.59K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.2% |
$54.1K - $59.5K
|
7.88K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 6.26% |
$56.4K - $62K
|
1.5K
$876K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-105- 13.16% |
$59.2K - $65.1K
|
693
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.58% |
$60.9K - $67K
|
2.25K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 1.47% |
$62K - $68.2K
|
7.38K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 2.53% |
$65.4K - $71.9K
|
4.46K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-120- 5.43% |
$67.7K - $74.4K
|
2.09K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-126- 0.71% |
$71.1K - $78.1K
|
17.7K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 1.77% |
$75K - $82.5K
|
7.39K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 4.08% |
$75.6K - $83.1K
|
3.15K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 5.77% |
$77.3K - $85K
|
2.24K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 2.76% |
$80.7K - $88.7K
|
5.03K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 10.56% |
$81.8K - $89.9K
|
1.23K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-146- 4.24% |
$82.3K - $90.5K
|
3.3K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-149- 0.88% |
$84K - $92.4K
|
16.9K
$9.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 16.97% |
$84.6K - $93K
|
734
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 1.39% |
$91.4K - $100K
|
11.5K
$6.73M
|