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
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-338- 10.53% |
$191K - $210K
|
2.87K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-344- 40.61% |
$194K - $213K
|
503
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-346- 0.66% |
$195K - $215K
|
52K
$28.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-351- 1.07% |
$198K - $218K
|
32.4K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-352- 0.57% |
$199K - $218K
|
61.9K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-357- 3.54% |
$201K - $221K
|
9.72K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-359- 0.52% |
$202K - $223K
|
69.1K
$38M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-368- 0.3% |
$208K - $228K
|
121K
$66.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-373- 2.42% |
$210K - $231K
|
15K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-378- 2.35% |
$213K - $234K
|
15.7K
$8.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-380- 26.06% |
$214K - $236K
|
1.08K
$592K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-393- 7.45% |
$222K - $244K
|
4.88K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400- 38.46% |
$226K - $248K
|
640
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-413- 1.45% |
$233K - $256K
|
28.1K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-424- 1.09% |
$239K - $263K
|
38.5K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-427- 0.83% |
$241K - $265K
|
51K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-439- 14.93% |
$248K - $272K
|
2.5K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-455- 8.59% |
$257K - $282K
|
4.84K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-478- 7.58% |
$270K - $296K
|
5.83K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-483- 0.93% |
$272K - $300K
|
51.4K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-490- 7.78% |
$276K - $304K
|
5.81K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-498- 3.51% |
$281K - $309K
|
13.7K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-508- 15.09% |
$287K - $315K
|
2.86K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-509- 9.98% |
$287K - $316K
|
4.59K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-514- 51.97% |
$290K - $319K
|
475
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-530- 17.2% |
$299K - $329K
|
2.55K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-536- 3.17% |
$302K - $332K
|
16.4K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-545- 30.03% |
$307K - $338K
|
1.27K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-548- 0.44% |
$309K - $340K
|
124K
$68.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-553- 43.27% |
$312K - $343K
|
725
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-557- 2.31% |
$314K - $345K
|
23.5K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-561- 4.2% |
$316K - $348K
|
12.8K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-563- 36.46% |
$318K - $349K
|
981
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-581- 1.91% |
$328K - $360K
|
29.9K
$16.4M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-586- 50.0% |
$330K - $363K
|
586
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-592- 2.38% |
$334K - $367K
|
24.3K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-619- 6.52% |
$349K - $384K
|
8.88K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-647- 4.58% |
$365K - $401K
|
13.5K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-655- 4.06% |
$369K - $406K
|
15.5K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-658- 31.36% |
$371K - $408K
|
1.44K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-709- 5.79% |
$400K - $440K
|
11.5K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-716- 5.03% |
$404K - $444K
|
13.5K
$7.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-722- 0.52% |
$407K - $448K
|
138K
$75.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-747- 76.3% |
$421K - $463K
|
232
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-762- 0.75% |
$430K - $473K
|
101K
$55.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-787- 4.25% |
$444K - $488K
|
17.7K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-793- 1.47% |
$447K - $492K
|
53.1K
$29.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800- 17.89% |
$451K - $496K
|
3.67K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-873- 38.92% |
$492K - $541K
|
1.37K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-963Closed |
$543K - $597K
|
0
$0
|