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 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-85- 2.47% |
$47.9K - $52.7K
|
3.36K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-87- 5.86% |
$49.1K - $54K
|
1.4K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-95- 7.15% |
$53.6K - $58.9K
|
1.23K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-95- 11.43% |
$53.6K - $58.9K
|
736
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 6.26% |
$56.4K - $62K
|
1.5K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 1.47% |
$62K - $68.2K
|
7.38K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-120- 5.43% |
$67.7K - $74.4K
|
2.09K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 1.77% |
$75K - $82.5K
|
7.39K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 4.08% |
$75.6K - $83.1K
|
3.15K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$20M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 5.77% |
$77.3K - $85K
|
2.24K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 2.76% |
$80.7K - $88.7K
|
5.03K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-146- 4.24% |
$82.3K - $90.5K
|
3.3K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-149- 0.88% |
$84K - $92.4K
|
16.9K
$9.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 16.97% |
$84.6K - $93K
|
734
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 1.39% |
$91.4K - $100K
|
11.5K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 4.54% |
$92.5K - $102K
|
3.45K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-164- 9.08% |
$92.5K - $102K
|
1.64K
$965K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-165- 7.28% |
$93.1K - $102K
|
2.1K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-166- 1.37% |
$93.6K - $103K
|
12K
$7.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-175- 0.54% |
$98.7K - $109K
|
32.1K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 20.9% |
$99.3K - $109K
|
666
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-179- 6.49% |
$101K - $111K
|
2.58K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-181- 26.42% |
$102K - $112K
|
504
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-181- 2.19% |
$102K - $112K
|
8.09K
$4.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 1.37% |
$106K - $117K
|
13.5K
$7.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-190- 7.78% |
$107K - $118K
|
2.25K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-193- 3.44% |
$109K - $120K
|
5.41K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-200- 18.67% |
$113K - $124K
|
871
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-200- 0.39% |
$113K - $124K
|
51.6K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-207- 6.49% |
$117K - $128K
|
2.98K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-211- 0.83% |
$119K - $131K
|
25.2K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-220- 3.1% |
$124K - $136K
|
6.88K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-220- 1.14% |
$124K - $136K
|
19.1K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-235- 1.69% |
$133K - $146K
|
13.6K
$8.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-258- 6.32% |
$146K - $160K
|
3.82K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-259- 19.24% |
$146K - $161K
|
1.09K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 7.64% |
$147K - $161K
|
3.14K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-262- 15.83% |
$148K - $162K
|
1.39K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-265- 50.09% |
$149K - $164K
|
264
$155K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-267- 1.3% |
$151K - $166K
|
20.2K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-273- 5.74% |
$154K - $169K
|
4.48K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-295- 0.68% |
$166K - $183K
|
42.9K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-299- 3.06% |
$169K - $185K
|
9.47K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-310- 1.59% |
$175K - $192K
|
19.2K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-322- 1.57% |
$182K - $200K
|
20.2K
$11.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-324- 3.32% |
$183K - $201K
|
9.44K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-325- 17.66% |
$183K - $202K
|
1.52K
$890K
|