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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77New |
$43.4K - $47.7K
|
77
$45.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
76+ 7.69% |
$42.9K - $47.1K
|
1.06K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72+ 0.9% |
$40.6K - $44.6K
|
8.11K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
68+ 1.36% |
$38.4K - $42.2K
|
5.07K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.66% |
$38.4K - $42.2K
|
10.3K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
66+ 3.14% |
$37.2K - $40.9K
|
2.17K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
66+ 13.95% |
$37.2K - $40.9K
|
539
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.8% |
$36.1K - $39.7K
|
8.03K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
64+ 0.14% |
$36.1K - $39.7K
|
46.4K
$27.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$36.1K - $39.7K
|
64
$37.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
63+ 4.0% |
$35.5K - $39.1K
|
1.64K
$959K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 4.75% |
$35K - $38.4K
|
1.37K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
62+ 5.47% |
$35K - $38.4K
|
1.2K
$700K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 6.82% |
$35K - $38.4K
|
971
$568K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.53% |
$34.4K - $37.8K
|
2.48K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
60+ 5.84% |
$33.8K - $37.2K
|
1.09K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
57New |
$32.1K - $35.3K
|
57
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 5.48% |
$30.5K - $33.5K
|
1.04K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53+ 4.01% |
$29.9K - $32.9K
|
1.38K
$805K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
52+ 0.8% |
$29.3K - $32.2K
|
6.57K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.32% |
$28.2K - $31K
|
3.84K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
49+ 8.01% |
$27.6K - $30.4K
|
661
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$27.6K - $30.4K
|
49
$28.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.98% |
$26.5K - $29.1K
|
2.42K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
47+ 0.44% |
$26.5K - $29.1K
|
10.8K
$6.33M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
45New |
$25.4K - $27.9K
|
45
$26.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 7.54% |
$24.3K - $26.7K
|
613
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 32.33% |
$24.3K - $26.7K
|
176
$103K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43+ 50.0% |
$24.3K - $26.7K
|
129
$75.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43New |
$24.3K - $26.7K
|
43
$25.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 6.57% |
$23.7K - $26K
|
681
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 2.34% |
$23.7K - $26K
|
1.84K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
40New |
$22.6K - $24.8K
|
40
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 2.37% |
$22.6K - $24.8K
|
1.73K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
39+ 1.76% |
$22K - $24.2K
|
2.26K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 4.4% |
$21.4K - $23.6K
|
901
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 4.12% |
$20.3K - $22.3K
|
909
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
33+ 4.15% |
$18.6K - $20.5K
|
829
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
32+ 0.37% |
$18K - $19.8K
|
8.74K
$5.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.69% |
$18K - $19.8K
|
4.68K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
32+ 3.47% |
$18K - $19.8K
|
953
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31+ 1.93% |
$17.5K - $19.2K
|
1.64K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 1.24% |
$17.5K - $19.2K
|
2.54K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31+ 3.94% |
$17.5K - $19.2K
|
818
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29+ 0.73% |
$16.4K - $18K
|
3.99K
$2.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 4.24% |
$15.8K - $17.4K
|
689
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
27+ 0.37% |
$15.2K - $16.7K
|
7.26K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 4.55% |
$15.2K - $16.7K
|
620
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26+ 6.28% |
$14.7K - $16.1K
|
440
$258K
|