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 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93- 1.98% |
$52.5K - $57.7K
|
4.6K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-95- 11.43% |
$53.6K - $58.9K
|
736
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-95- 7.7% |
$53.6K - $58.9K
|
1.14K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-95- 7.15% |
$53.6K - $58.9K
|
1.23K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.2% |
$54.1K - $59.5K
|
7.88K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.44% |
$54.1K - $59.5K
|
6.59K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 6.26% |
$56.4K - $62K
|
1.5K
$822K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.39% |
$56.4K - $62K
|
7.1K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 3.2% |
$56.4K - $62K
|
3.02K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-105- 8.11% |
$59.2K - $65.1K
|
1.19K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-105- 4.53% |
$59.2K - $65.1K
|
2.21K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-105- 13.16% |
$59.2K - $65.1K
|
693
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-106- 18.76% |
$59.8K - $65.7K
|
459
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.58% |
$60.9K - $67K
|
2.25K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-109- 2.9% |
$61.5K - $67.6K
|
3.64K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 1.47% |
$62K - $68.2K
|
7.38K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 2.53% |
$65.4K - $71.9K
|
4.46K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-119Closed |
$67.1K - $73.8K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-120- 5.43% |
$67.7K - $74.4K
|
2.09K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-126- 0.71% |
$71.1K - $78.1K
|
17.7K
$9.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
65.5K
$36M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
66.4K
$36.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 1.77% |
$75K - $82.5K
|
7.39K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 4.08% |
$75.6K - $83.1K
|
3.15K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-134- 2.11% |
$75.6K - $83.1K
|
6.21K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 5.77% |
$77.3K - $85K
|
2.24K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-140- 27.89% |
$79K - $86.8K
|
362
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 2.76% |
$80.7K - $88.7K
|
5.03K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 10.56% |
$81.8K - $89.9K
|
1.23K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-146- 4.24% |
$82.3K - $90.5K
|
3.3K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-149- 0.88% |
$84K - $92.4K
|
16.9K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-150- 4.68% |
$84.6K - $93K
|
3.05K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 16.97% |
$84.6K - $93K
|
734
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 1.39% |
$91.4K - $100K
|
11.5K
$6.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-164- 9.08% |
$92.5K - $102K
|
1.64K
$903K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 4.54% |
$92.5K - $102K
|
3.45K
$1.89M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-165- 4.66% |
$93.1K - $102K
|
3.37K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-165- 7.28% |
$93.1K - $102K
|
2.1K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-166- 1.37% |
$93.6K - $103K
|
12K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-168- 2.21% |
$94.8K - $104K
|
7.43K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-172- 1.75% |
$97K - $107K
|
9.68K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-175- 0.54% |
$98.7K - $109K
|
32.1K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 20.9% |
$99.3K - $109K
|
666
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-176- 12.96% |
$99.3K - $109K
|
1.18K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-178- 7.04% |
$100K - $110K
|
2.35K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-179- 6.49% |
$101K - $111K
|
2.58K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-181- 2.19% |
$102K - $112K
|
8.09K
$4.44M
|