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 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56+ 6.67% |
$31.6K - $34.7K
|
895
$492K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
55+ 0.33% |
$31K - $34.1K
|
16.6K
$9.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 5.48% |
$30.5K - $33.5K
|
1.04K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53+ 4.01% |
$29.9K - $32.9K
|
1.38K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
53+ 4.42% |
$29.9K - $32.9K
|
1.25K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
52+ 12.38% |
$29.3K - $32.2K
|
472
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
52+ 0.8% |
$29.3K - $32.2K
|
6.57K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
50+ 94.34% |
$28.2K - $31K
|
103
$56.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$28.2K - $31K
|
50
$27.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 8.85% |
$28.2K - $31K
|
615
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.32% |
$28.2K - $31K
|
3.84K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 1.42% |
$28.2K - $31K
|
3.56K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
49+ 8.01% |
$27.6K - $30.4K
|
661
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$27.6K - $30.4K
|
49
$26.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.98% |
$26.5K - $29.1K
|
2.42K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
47+ 0.44% |
$26.5K - $29.1K
|
10.8K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
45New |
$25.4K - $27.9K
|
45
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 5.62% |
$24.8K - $27.3K
|
827
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 2.8% |
$24.8K - $27.3K
|
1.61K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
44+ 7.47% |
$24.8K - $27.3K
|
633
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43+ 50.0% |
$24.3K - $26.7K
|
129
$70.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 7.54% |
$24.3K - $26.7K
|
613
$337K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43New |
$24.3K - $26.7K
|
43
$23.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 32.33% |
$24.3K - $26.7K
|
176
$96.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 2.34% |
$23.7K - $26K
|
1.84K
$1.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 6.57% |
$23.7K - $26K
|
681
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$22.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$22.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
40New |
$22.6K - $24.8K
|
40
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 2.37% |
$22.6K - $24.8K
|
1.73K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
39+ 1.76% |
$22K - $24.2K
|
2.26K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
39+ 5.49% |
$22K - $24.2K
|
749
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 4.4% |
$21.4K - $23.6K
|
901
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 4.12% |
$20.3K - $22.3K
|
909
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 1.39% |
$20.3K - $22.3K
|
2.63K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
35+ 2.68% |
$19.7K - $21.7K
|
1.34K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34+ 3.51% |
$19.2K - $21.1K
|
1K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
34+ 2.83% |
$19.2K - $21.1K
|
1.24K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
33+ 4.15% |
$18.6K - $20.5K
|
829
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
32+ 0.37% |
$18K - $19.8K
|
8.74K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
32+ 3.47% |
$18K - $19.8K
|
953
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.69% |
$18K - $19.8K
|
4.68K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 1.24% |
$17.5K - $19.2K
|
2.54K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31+ 3.94% |
$17.5K - $19.2K
|
818
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31+ 1.93% |
$17.5K - $19.2K
|
1.64K
$899K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29+ 0.73% |
$16.4K - $18K
|
3.99K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 4.24% |
$15.8K - $17.4K
|
689
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27+ 337.5% |
$15.2K - $16.7K
|
35
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
27+ 0.37% |
$15.2K - $16.7K
|
7.26K
$3.99M
|