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 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.54% |
$3.95K - $4.34K
|
1.28K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$4.51K - $4.96K
|
4.55K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9- 0.08% |
$5.08K - $5.58K
|
10.8K
$6.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.44% |
$5.08K - $5.58K
|
2.04K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9- 0.65% |
$5.08K - $5.58K
|
1.38K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.21% |
$5.08K - $5.58K
|
737
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.45% |
$5.08K - $5.58K
|
611
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 1.41% |
$5.64K - $6.2K
|
697
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 0.25% |
$5.64K - $6.2K
|
4.02K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-10- 0.66% |
$5.64K - $6.2K
|
1.5K
$899K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-10- 0.41% |
$5.64K - $6.2K
|
2.44K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-10- 0.03% |
$5.64K - $6.2K
|
30.4K
$18.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10- 1.34% |
$5.64K - $6.2K
|
735
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.53% |
$5.64K - $6.2K
|
1.87K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-10- 20.0% |
$5.64K - $6.2K
|
40
$23.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-11- 0.29% |
$6.2K - $6.82K
|
3.85K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11- 2.93% |
$6.2K - $6.82K
|
365
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-11- 2.36% |
$6.2K - $6.82K
|
455
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12- 0.08% |
$6.77K - $7.44K
|
15.5K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-12- 1.11% |
$6.77K - $7.44K
|
1.07K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.29% |
$7.33K - $8.06K
|
4.42K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13- 2.33% |
$7.33K - $8.06K
|
546
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-13- 1.49% |
$7.33K - $8.06K
|
858
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-14- 0.21% |
$7.9K - $8.68K
|
6.81K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14- 1.26% |
$7.9K - $8.68K
|
1.09K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 3.1% |
$8.46K - $9.3K
|
469
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15- 0.37% |
$8.46K - $9.3K
|
4.04K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 3.05% |
$8.46K - $9.3K
|
476
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15- 2.05% |
$8.46K - $9.3K
|
717
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16- 0.33% |
$9.02K - $9.92K
|
4.78K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 2.58% |
$9.02K - $9.92K
|
603
$361K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16Closed |
$9.02K - $9.92K
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 12.8% |
$9.02K - $9.92K
|
109
$65.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 36.96% |
$9.59K - $10.5K
|
29
$17.4K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17- 0.44% |
$9.59K - $10.5K
|
3.84K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.16% |
$9.59K - $10.5K
|
10.4K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.14% |
$9.59K - $10.5K
|
12.2K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-18- 3.34% |
$10.2K - $11.2K
|
521
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-18- 0.7% |
$10.2K - $11.2K
|
2.57K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.23% |
$10.2K - $11.2K
|
7.79K
$4.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.55% |
$10.2K - $11.2K
|
3.28K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-19- 4.85% |
$10.7K - $11.8K
|
373
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 4.09% |
$10.7K - $11.8K
|
446
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-19- 0.93% |
$10.7K - $11.8K
|
2.03K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.81% |
$11.3K - $12.4K
|
2.46K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 10.99% |
$11.3K - $12.4K
|
162
$96.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 2.76% |
$11.3K - $12.4K
|
705
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$11.3K - $12.4K
|
7.38K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$11.8K - $13K
|
12.9K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.87% |
$12.4K - $13.6K
|
2.5K
$1.5M
|