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
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
358
New
$202K - $222K
358 $199K
Jan 30, 2025 Q4 2024
Roman Butler Fullerton & CO

BUY
 -
352
New
$199K - $218K
352 $196K
Feb 06, 2025 Q4 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
352
New
$199K - $218K
352 $196K
Feb 07, 2025 Q4 2024
Guild Investment Management, Inc.

BUY
 -
350
New
$197K - $217K
350 $195K
Jan 29, 2025 Q4 2024
Sonata Capital Group Inc

BUY
 -
346
+ 4.56%
$195K - $215K
7.93K $4.41M
Jan 21, 2025 Q4 2024
Toth Financial Advisory Corp

BUY
 -
342
+ 156.16%
$193K - $212K
561 $312K
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
340
+ 5.4%
$192K - $211K
6.63K $3.69M
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
339
+ 26.86%
$191K - $210K
1.6K $891K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
339
+ 3.35%
$191K - $210K
10.5K $5.82M
Feb 03, 2025 Q4 2024
Boston Financial Mangement LLC

Boston, MA
BUY
 -
332
+ 2.05%
$187K - $206K
16.5K $9.19M
Feb 10, 2025 Q4 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
331
+ 3.63%
$187K - $205K
9.45K $5.26M
Jan 14, 2025 Q4 2024
Contravisory Investment Management, Inc.

BUY
 -
328
+ 125.19%
$185K - $203K
590 $328K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
328
New
$185K - $203K
328 $183K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
322
+ 0.99%
$182K - $200K
32.9K $18.3M
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
311
New
$175K - $193K
311 $173K
Feb 11, 2025 Q4 2024
Mountain Hill Investment Partners Corp.

Atlantic Highlands, NJ
BUY
 -
300
New
$169K - $186K
300 $167K
Feb 14, 2025 Q4 2024
South Plains Financial, Inc.

Lubbock, TX
BUY
 -
298
New
$168K - $185K
298 $166K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
296
+ 2960.0%
$167K - $184K
306 $170K
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
295
+ 61.46%
$166K - $183K
775 $431K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
290
+ 2.94%
$164K - $180K
10.2K $5.66M
Feb 03, 2025 Q4 2024
Wealth Alliance

Mellville, NY
BUY
 -
282
+ 42.41%
$159K - $175K
947 $527K
Jan 16, 2025 Q4 2024
Central Bank & Trust CO

BUY
 -
275
+ 1.55%
$155K - $171K
18.1K $10.1M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
270
+ 3.65%
$152K - $167K
7.67K $4.27M
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
269
+ 32.02%
$152K - $167K
1.11K $617K
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
266
+ 0.8%
$150K - $165K
33.6K $18.7M
Jan 29, 2025 Q4 2024
Newport Capital Group, LLC

BUY
 -
265
+ 2.93%
$149K - $164K
9.32K $5.19M
Jan 29, 2025 Q4 2024
Capital Advisors Inc

BUY
 -
263
+ 55.96%
$148K - $163K
733 $408K
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
262
+ 41.07%
$148K - $162K
900 $501K
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
258
+ 33.86%
$146K - $160K
1.02K $568K
Feb 03, 2025 Q4 2024
Boyd Watterson Asset Management LLC

BUY
 -
256
+ 1.87%
$144K - $159K
13.9K $7.76M
Jan 15, 2025 Q4 2024
Cadinha & CO LLC

BUY
 -
246
+ 49.6%
$139K - $153K
742 $413K
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
241
+ 11.41%
$136K - $149K
2.35K $1.31M
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
235
+ 1.65%
$133K - $146K
14.5K $8.06M
Feb 06, 2025 Q4 2024
Granite Fo LLC

Bedford, NH
BUY
 -
230
+ 1.56%
$130K - $143K
15K $8.34M
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
228
+ 12.58%
$129K - $141K
2.04K $1.14M
Mar 04, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
228
+ 12.58%
$129K - $141K
2.04K $1.14M
Jan 10, 2025 Q4 2024
Rmr Wealth Builders

BUY
 -
224
+ 1.6%
$126K - $139K
14.3K $7.93M
Feb 03, 2025 Q4 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
223
+ 57.33%
$126K - $138K
612 $341K
Feb 13, 2025 Q4 2024
Coastline Trust CO

BUY
 -
219
+ 4.9%
$124K - $136K
4.69K $2.61M
Feb 13, 2025 Q4 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
216
+ 12.91%
$122K - $134K
1.89K $1.05M
Jan 16, 2025 Q4 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
216
+ 2.63%
$122K - $134K
8.44K $4.7M
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
213
New
$120K - $132K
213 $119K
Feb 13, 2025 Q4 2024
Paulson Wealth Management Inc.

BUY
 -
213
+ 3.2%
$120K - $132K
6.87K $3.83M
Feb 03, 2025 Q4 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
206
+ 4.35%
$116K - $128K
4.95K $2.75M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
201
New
$113K - $125K
201 $112K
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
201
+ 2.92%
$113K - $125K
7.08K $3.94M
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
200
+ 0.32%
$113K - $124K
61.9K $34.4M
Feb 14, 2025 Q4 2024
Mairs & Power Inc

St Paul, MN
BUY
 -
200
+ 23.95%
$113K - $124K
1.04K $576K
Feb 05, 2025 Q4 2024
Bouchey Financial Group LTD

BUY
 -
200
+ 28.57%
$113K - $124K
900 $501K

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