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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
198+ 4.2% |
$112K - $123K
|
4.92K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
197+ 3.63% |
$111K - $122K
|
5.62K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
192New |
$108K - $119K
|
192
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
188+ 4.42% |
$106K - $117K
|
4.44K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
174+ 5.79% |
$98.1K - $108K
|
3.18K
$1.75M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
174+ 7.79% |
$98.1K - $108K
|
2.41K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
171+ 8.13% |
$96.4K - $106K
|
2.27K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
171+ 12.83% |
$96.4K - $106K
|
1.5K
$826K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
165+ 7.22% |
$93.1K - $102K
|
2.45K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
165+ 6.6% |
$93.1K - $102K
|
2.67K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
165+ 2.61% |
$93.1K - $102K
|
6.48K
$3.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
165+ 46.09% |
$93.1K - $102K
|
523
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
160+ 6.35% |
$90.2K - $99.2K
|
2.68K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
158+ 2.25% |
$89.1K - $98K
|
7.17K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
155New |
$87.4K - $96.1K
|
155
$85.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
153+ 0.89% |
$86.3K - $94.9K
|
17.3K
$9.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
153+ 14.54% |
$86.3K - $94.9K
|
1.21K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
152+ 3.83% |
$85.7K - $94.3K
|
4.12K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
152+ 7.88% |
$85.7K - $94.3K
|
2.08K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
151+ 0.42% |
$85.2K - $93.6K
|
36.2K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
151+ 4.16% |
$85.2K - $93.6K
|
3.78K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
150New |
$84.6K - $93K
|
150
$82.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
149+ 10.01% |
$84K - $92.4K
|
1.64K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
148+ 2.4% |
$83.5K - $91.8K
|
6.31K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
147New |
$82.9K - $91.2K
|
147
$80.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
146+ 0.93% |
$82.3K - $90.5K
|
15.8K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
140+ 6.81% |
$79K - $86.8K
|
2.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
140+ 11.39% |
$79K - $86.8K
|
1.37K
$752K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
139+ 3.42% |
$78.4K - $86.2K
|
4.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
137+ 2.22% |
$77.3K - $85K
|
6.31K
$3.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
134New |
$75.6K - $83.1K
|
134
$73.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
133+ 3.46% |
$75K - $82.5K
|
3.98K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
131New |
$73.9K - $81.2K
|
131
$72K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
130+ 4.93% |
$73.3K - $80.6K
|
2.77K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
129+ 34.58% |
$72.8K - $80K
|
502
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
129New |
$72.8K - $80K
|
129
$70.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
123+ 16.27% |
$69.4K - $76.3K
|
879
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
122New |
$68.8K - $75.7K
|
122
$67K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 53.07% |
$68.2K - $75K
|
349
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
121New |
$68.2K - $75K
|
121
$66.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
120+ 1.16% |
$67.7K - $74.4K
|
10.5K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 14.55% |
$67.7K - $74.4K
|
945
$519K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.85% |
$67.1K - $73.8K
|
4.3K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
118+ 9.23% |
$66.6K - $73.2K
|
1.4K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 1.06% |
$66K - $72.6K
|
11.1K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
117+ 23.17% |
$66K - $72.6K
|
622
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
116+ 24.32% |
$65.4K - $71.9K
|
593
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115+ 1.58% |
$64.9K - $71.3K
|
7.41K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
113+ 17.28% |
$63.7K - $70.1K
|
767
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
110+ 5.85% |
$62K - $68.2K
|
1.99K
$1.09M
|