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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 20.9% |
$99.3K - $109K
|
666
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-179- 6.49% |
$101K - $111K
|
2.58K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-181- 26.42% |
$102K - $112K
|
504
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-181- 2.19% |
$102K - $112K
|
8.09K
$4.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 1.37% |
$106K - $117K
|
13.5K
$7.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-190- 7.78% |
$107K - $118K
|
2.25K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-193- 3.44% |
$109K - $120K
|
5.41K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-194- 5.82% |
$109K - $120K
|
3.14K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-194- 1.14% |
$109K - $120K
|
16.8K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-200- 18.67% |
$113K - $124K
|
871
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-200- 0.39% |
$113K - $124K
|
51.6K
$30.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206- 0.81% |
$116K - $128K
|
25.4K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-207- 6.49% |
$117K - $128K
|
2.98K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-211- 0.83% |
$119K - $131K
|
25.2K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-220- 1.14% |
$124K - $136K
|
19.1K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-220- 3.1% |
$124K - $136K
|
6.88K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-228- 6.41% |
$129K - $141K
|
3.33K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-230- 10.3% |
$130K - $143K
|
2K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-235- 3.5% |
$133K - $146K
|
6.48K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-235- 1.69% |
$133K - $146K
|
13.6K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-258- 6.32% |
$146K - $160K
|
3.82K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-259- 19.24% |
$146K - $161K
|
1.09K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 7.64% |
$147K - $161K
|
3.14K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-262- 15.83% |
$148K - $162K
|
1.39K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-265- 50.09% |
$149K - $164K
|
264
$155K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-267- 1.3% |
$151K - $166K
|
20.2K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-273- 5.74% |
$154K - $169K
|
4.48K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-295- 0.68% |
$166K - $183K
|
42.9K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-299- 3.06% |
$169K - $185K
|
9.47K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-310- 1.59% |
$175K - $192K
|
19.2K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-313- 1.09% |
$177K - $194K
|
28.5K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-322- 1.57% |
$182K - $200K
|
20.2K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-324- 3.32% |
$183K - $201K
|
9.44K
$5.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-325- 17.66% |
$183K - $202K
|
1.52K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-329- 10.42% |
$186K - $204K
|
2.83K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-330- 14.11% |
$186K - $205K
|
2.01K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-332- 13.67% |
$187K - $206K
|
2.1K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-334- 3.69% |
$188K - $207K
|
8.71K
$5.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-335- 28.29% |
$189K - $208K
|
849
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-344- 40.61% |
$194K - $213K
|
503
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-346- 0.66% |
$195K - $215K
|
52K
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-351- 1.07% |
$198K - $218K
|
32.4K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-357- 3.54% |
$201K - $221K
|
9.72K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-368- 0.3% |
$208K - $228K
|
121K
$70.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-380- 26.06% |
$214K - $236K
|
1.08K
$631K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-393- 7.45% |
$222K - $244K
|
4.88K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400- 38.46% |
$226K - $248K
|
640
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-413- 1.45% |
$233K - $256K
|
28.1K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-424- 1.09% |
$239K - $263K
|
38.5K
$22.5M
|