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 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 21.74% |
$28.2K - $31K
|
180
$104K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 3.12% |
$28.2K - $31K
|
1.55K
$901K
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 6.41% |
$28.2K - $31K
|
730
$423K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.42% |
$28.2K - $31K
|
11.8K
$6.86M
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-51Closed |
$28.8K - $31.6K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-52- 0.16% |
$29.3K - $32.2K
|
31.5K
$18.3M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-52- 2.61% |
$29.3K - $32.2K
|
1.94K
$1.12M
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-52- 1.24% |
$29.3K - $32.2K
|
4.15K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 8.7% |
$29.9K - $32.9K
|
556
$322K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-55- 1.12% |
$31K - $34.1K
|
4.84K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-56- 1.49% |
$31.6K - $34.7K
|
3.71K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 7.62% |
$32.1K - $35.3K
|
691
$401K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-58- 9.54% |
$32.7K - $36K
|
550
$319K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-58- 0.54% |
$32.7K - $36K
|
10.6K
$6.17M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-60- 2.33% |
$33.8K - $37.2K
|
2.52K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-61- 5.27% |
$34.4K - $37.8K
|
1.1K
$636K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-61- 1.38% |
$34.4K - $37.8K
|
4.37K
$2.53M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 16.94% |
$35K - $38.4K
|
304
$176K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.56% |
$35K - $38.4K
|
3.93K
$2.28M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-62- 1.66% |
$35K - $38.4K
|
3.67K
$2.13M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-65- 1.41% |
$36.7K - $40.3K
|
4.55K
$2.64M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 0.26% |
$36.7K - $40.3K
|
24.6K
$14.3M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 12.6% |
$36.7K - $40.3K
|
451
$262K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 8.16% |
$37.8K - $41.5K
|
754
$437K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-67- 2.14% |
$37.8K - $41.5K
|
3.06K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.9% |
$38.4K - $42.2K
|
7.53K
$4.36M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-68- 5.26% |
$38.4K - $42.2K
|
1.22K
$710K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 3.86% |
$38.9K - $42.8K
|
1.72K
$998K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 0.5% |
$39.5K - $43.4K
|
14K
$8.13M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-70- 2.13% |
$39.5K - $43.4K
|
3.21K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-70- 4.93% |
$39.5K - $43.4K
|
1.35K
$782K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-71- 0.92% |
$40K - $44K
|
7.68K
$4.46M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 6.61% |
$41.2K - $45.3K
|
1.03K
$599K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 8.5% |
$41.7K - $45.9K
|
797
$462K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-74- 2.19% |
$41.7K - $45.9K
|
3.3K
$1.91M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76- 0.93% |
$42.9K - $47.1K
|
8.08K
$4.68M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-76- 0.33% |
$42.9K - $47.1K
|
22.9K
$13.3M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-77- 8.26% |
$43.4K - $47.7K
|
855
$496K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-77- 0.74% |
$43.4K - $47.7K
|
10.3K
$5.96M
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 1.68% |
$43.4K - $47.7K
|
4.5K
$2.61M
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-78- 0.9% |
$44K - $48.4K
|
8.62K
$5M
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-78- 2.54% |
$44K - $48.4K
|
2.99K
$1.73M
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-80- 4.02% |
$45.1K - $49.6K
|
1.91K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-80- 14.65% |
$45.1K - $49.6K
|
466
$270K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-80- 17.7% |
$45.1K - $49.6K
|
372
$216K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-82- 1.28% |
$46.2K - $50.8K
|
6.31K
$3.66M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-83- 6.51% |
$46.8K - $51.5K
|
1.19K
$691K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-83- 3.39% |
$46.8K - $51.5K
|
2.37K
$1.37M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-84- 0.89% |
$47.4K - $52.1K
|
9.36K
$5.43M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-85- 2.47% |
$47.9K - $52.7K
|
3.36K
$1.95M
|