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 07, 2025 Q4 2024
Coordinated Financial Services, Inc.

Denver, CO
BUY
 -
560
New
$316K - $347K
560 $308K
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
557
+ 14.76%
$314K - $345K
4.33K $2.38M
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 $305K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
546
New
$308K - $339K
546 $300K
Feb 06, 2025 Q4 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
541
New
$305K - $335K
541 $297K
Feb 07, 2025 Q4 2024
Parker Investment Management, LLC

BUY
 -
530
New
$299K - $329K
530 $291K
Feb 11, 2025 Q4 2024
Washington Trust Bank

BUY
 -
526
New
$297K - $326K
526 $289K
Feb 14, 2025 Q4 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
522
+ 5.86%
$294K - $324K
9.43K $5.18M
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
521
+ 1.46%
$294K - $323K
36.3K $19.9M
Jan 13, 2025 Q4 2024
Peddock Capital Advisors, LLC

BUY
 -
511
+ 2.68%
$288K - $317K
19.6K $10.8M
Jan 15, 2025 Q4 2024
In Track Investment Management Inc

BUY
 -
500
+ 11.03%
$282K - $310K
5.03K $2.77M
Feb 14, 2025 Q4 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
499
+ 8.46%
$281K - $309K
6.4K $3.52M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
496
New
$280K - $308K
496 $273K
Jan 03, 2025 Q4 2024
First City Capital Management, Inc.

BUY
 -
495
+ 54.58%
$279K - $307K
1.4K $770K
Jan 28, 2025 Q4 2024
Stone Point Wealth LLC

BUY
 -
488
+ 12.54%
$275K - $303K
4.38K $2.41M
Feb 12, 2025 Q4 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
477
New
$269K - $296K
477 $262K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
476
+ 2.96%
$268K - $295K
16.6K $9.11M
Jan 27, 2025 Q4 2024
Center Star Asset Management, LLC

BUY
 -
470
New
$265K - $291K
470 $258K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
464
+ 662.86%
$262K - $288K
534 $293K
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
459
New
$259K - $285K
459 $252K
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
455
New
$257K - $282K
455 $250K
Jan 23, 2025 Q4 2024
Cmg Global Holdings, LLC

BUY
 -
454
+ 5.44%
$256K - $282K
8.8K $4.84M
Feb 13, 2025 Q4 2024
Youngs Advisory Group, Inc.

BUY
 -
452
+ 1.7%
$255K - $280K
27.1K $14.9M
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
452
New
$255K - $280K
452 $248K
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
434
+ 4.78%
$245K - $269K
9.51K $5.22M
Feb 07, 2025 Q4 2024
Naviter Wealth, LLC

BUY
 -
433
+ 100.0%
$244K - $269K
866 $476K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
432
+ 6.9%
$244K - $268K
6.69K $3.68M
Feb 12, 2025 Q4 2024
Broadway Wealth Solutions, Inc.

San Antonio, TX
BUY
 -
427
New
$241K - $265K
427 $235K
Feb 13, 2025 Q4 2024
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
426
+ 7.46%
$240K - $264K
6.14K $3.37M
Feb 06, 2025 Q4 2024
Cookson Peirce & CO Inc

BUY
 -
425
New
$240K - $264K
425 $234K
Jan 16, 2025 Q4 2024
Bremer Bank National Association

BUY
 -
421
+ 29.3%
$237K - $261K
1.86K $1.02M
Jan 28, 2025 Q4 2024
Conning Inc.

BUY
 -
417
+ 1.05%
$235K - $259K
40.2K $22.1M
Feb 13, 2025 Q4 2024
Btg Pactual Asset Management Us LLC

New York, NY
BUY
 -
410
New
$231K - $254K
410 $225K
Feb 14, 2025 Q4 2024
Hrt Financial LP

New York, NY
BUY
 -
408
New
$230K - $253K
408 $224K
Feb 26, 2025 Q4 2024
Financial Advisory Corp

Grand Rapids, MI
BUY
 -
407
New
$230K - $252K
407 $224K
Feb 14, 2025 Q4 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
397
New
$224K - $246K
397 $218K
Feb 12, 2025 Q4 2024
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
392
+ 9.51%
$221K - $243K
4.52K $2.48M
Feb 04, 2025 Q4 2024
First Interstate Bank

Billings, MT
BUY
 -
388
New
$219K - $241K
388 $213K
Jan 29, 2025 Q4 2024
Montz Harcus Wealth Management LLC

BUY
 -
386
+ 2.72%
$218K - $239K
14.6K $8.01M
Jan 28, 2025 Q4 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
385
New
$217K - $239K
385 $212K
Jan 30, 2025 Q4 2024
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
385
+ 7.15%
$217K - $239K
5.77K $3.17M
Jan 27, 2025 Q4 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
384
+ 4.77%
$217K - $238K
8.44K $4.64M
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
384
+ 6.99%
$217K - $238K
5.88K $3.23M
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
378
New
$213K - $234K
378 $208K
Jan 29, 2025 Q4 2024
Boston Premier Wealth LLC

Hanover, MA
BUY
 -
370
New
$209K - $229K
370 $203K
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
365
+ 7.85%
$206K - $226K
5.01K $2.75M
Feb 13, 2025 Q4 2024
Seeds Investor LLC

New York, NY
BUY
 -
363
+ 27.19%
$205K - $225K
1.7K $933K
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
362
New
$204K - $224K
362 $199K
Feb 12, 2025 Q4 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
358
New
$202K - $222K
358 $197K

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