Purchases and Sales Made in Q4 2024 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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 03, 2025 Q4 2024
Abound Financial, LLC

Granite Bay, CA
BUY
 -
864
New
$487K - $536K
864 $508K
Jan 31, 2025 Q4 2024
Tkg Advisors, LLC

BUY
 -
852
+ 7.31%
$481K - $528K
12.5K $7.35M
Jan 21, 2025 Q4 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
831
+ 17.71%
$469K - $515K
5.52K $3.24M
Feb 03, 2025 Q4 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
829
+ 5.52%
$468K - $514K
15.8K $9.3M
Feb 03, 2025 Q4 2024
Greystone Financial Group, LLC

BUY
 -
783
+ 95.96%
$442K - $486K
1.6K $939K
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
778
New
$439K - $482K
778 $457K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
737
+ 90.54%
$416K - $457K
1.55K $911K
Jan 17, 2025 Q4 2024
Evolution Wealth Advisors, LLC

BUY
 -
675
New
$381K - $419K
675 $397K
Jan 15, 2025 Q4 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
665
+ 45.96%
$375K - $412K
2.11K $1.24M
Feb 03, 2025 Q4 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
659
+ 28.83%
$372K - $409K
2.95K $1.73M
Jan 24, 2025 Q4 2024
Jennison Associates LLC

BUY
 -
596
+ 34.79%
$336K - $370K
2.31K $1.36M
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
557
+ 14.76%
$314K - $345K
4.33K $2.54M
Jan 31, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
555
New
$313K - $344K
555 $326K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
546
New
$308K - $339K
546 $321K
Jan 13, 2025 Q4 2024
Peddock Capital Advisors, LLC

BUY
 -
511
+ 2.68%
$288K - $317K
19.6K $11.5M
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
509
+ 10.14%
$287K - $316K
5.53K $3.25M
Jan 15, 2025 Q4 2024
In Track Investment Management Inc

BUY
 -
500
+ 11.03%
$282K - $310K
5.03K $2.96M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
496
New
$280K - $308K
496 $291K
Jan 03, 2025 Q4 2024
First City Capital Management, Inc.

BUY
 -
495
+ 54.58%
$279K - $307K
1.4K $824K
Jan 28, 2025 Q4 2024
Stone Point Wealth LLC

BUY
 -
488
+ 12.54%
$275K - $303K
4.38K $2.57M
Jan 27, 2025 Q4 2024
Center Star Asset Management, LLC

BUY
 -
470
New
$265K - $291K
470 $276K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
464
+ 662.86%
$262K - $288K
534 $314K
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
459
New
$259K - $285K
459 $270K
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
455
New
$257K - $282K
455 $267K
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
454
+ 5.44%
$256K - $282K
8.8K $5.17M
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
434
+ 4.78%
$245K - $269K
9.51K $5.59M
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
432
+ 6.9%
$244K - $268K
6.69K $3.93M
Jan 16, 2025 Q4 2024
Bremer Bank National Association

BUY
 -
421
+ 29.3%
$237K - $261K
1.86K $1.09M
Jan 28, 2025 Q4 2024
Conning Inc.

BUY
 -
417
+ 1.05%
$235K - $259K
40.2K $23.6M
Feb 04, 2025 Q4 2024
First Interstate Bank

Billings, MT
BUY
 -
388
New
$219K - $241K
388 $228K
Jan 29, 2025 Q4 2024
Montz Harcus Wealth Management LLC

BUY
 -
386
+ 2.72%
$218K - $239K
14.6K $8.56M
Jan 28, 2025 Q4 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
385
New
$217K - $239K
385 $226K
Jan 30, 2025 Q4 2024
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
385
+ 7.15%
$217K - $239K
5.77K $3.39M
Jan 27, 2025 Q4 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
384
+ 4.77%
$217K - $238K
8.44K $4.96M
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
378
New
$213K - $234K
378 $222K
Jan 29, 2025 Q4 2024
Boston Premier Wealth LLC

Hanover, MA
BUY
 -
370
New
$209K - $229K
370 $217K
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
362
New
$204K - $224K
362 $213K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
358
New
$202K - $222K
358 $210K
Jan 30, 2025 Q4 2024
Roman Butler Fullerton & CO

BUY
 -
352
New
$199K - $218K
352 $207K
Jan 29, 2025 Q4 2024
Sonata Capital Group Inc

BUY
 -
346
+ 4.56%
$195K - $215K
7.93K $4.66M
Jan 21, 2025 Q4 2024
Toth Financial Advisory Corp

BUY
 -
342
+ 156.16%
$193K - $212K
561 $330K
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
340
+ 5.4%
$192K - $211K
6.63K $3.9M
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
339
+ 26.86%
$191K - $210K
1.6K $941K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
339
+ 3.35%
$191K - $210K
10.5K $6.15M
Jan 13, 2025 Q4 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
332
New
$187K - $206K
332 $195K
Feb 03, 2025 Q4 2024
Boston Financial Mangement LLC

Boston, MA
BUY
 -
332
+ 2.05%
$187K - $206K
16.5K $9.7M
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
328
New
$185K - $203K
328 $193K
Jan 14, 2025 Q4 2024
Contravisory Investment Management, Inc.

BUY
 -
328
+ 125.19%
$185K - $203K
590 $347K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
296
+ 2960.0%
$167K - $184K
306 $180K

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