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 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.06KNew |
$598K - $657K
|
1.06K
$600K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.04KNew |
$588K - $647K
|
1.04K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.04K+ 214.26% |
$585K - $643K
|
1.52K
$862K
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
991New |
$559K - $615K
|
991
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 3.6% |
$547K - $602K
|
27.9K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
967+ 12.07% |
$545K - $600K
|
8.98K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
964+ 14.62% |
$544K - $598K
|
7.56K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
898+ 75.46% |
$506K - $557K
|
2.09K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
880New |
$496K - $546K
|
880
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
877+ 154.13% |
$495K - $544K
|
1.45K
$819K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
864New |
$487K - $536K
|
864
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
861+ 18.49% |
$486K - $534K
|
5.52K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
852+ 7.31% |
$481K - $528K
|
12.5K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
840+ 2.96% |
$474K - $521K
|
29.2K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
831+ 17.71% |
$469K - $515K
|
5.52K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
829+ 5.52% |
$468K - $514K
|
15.8K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
807New |
$455K - $500K
|
807
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
783+ 95.96% |
$442K - $486K
|
1.6K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
778New |
$439K - $482K
|
778
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
752New |
$424K - $466K
|
752
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
743New |
$419K - $461K
|
743
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
737+ 90.54% |
$416K - $457K
|
1.55K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
723+ 40.99% |
$408K - $448K
|
2.49K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
703New |
$396K - $436K
|
703
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 3.04% |
$390K - $429K
|
23.4K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
675New |
$381K - $419K
|
675
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 45.96% |
$375K - $412K
|
2.11K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
659+ 28.83% |
$372K - $409K
|
2.95K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
654+ 0.26% |
$369K - $406K
|
249K
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
650New |
$367K - $403K
|
650
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
639New |
$360K - $396K
|
639
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
627+ 26.89% |
$354K - $389K
|
2.96K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
619New |
$349K - $384K
|
619
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
600New |
$338K - $372K
|
600
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
596+ 34.79% |
$336K - $370K
|
2.31K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
591New |
$333K - $366K
|
591
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
577+ 25.62% |
$325K - $358K
|
2.83K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
563+ 5.09% |
$318K - $349K
|
11.6K
$6.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
560New |
$316K - $347K
|
560
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
557+ 14.76% |
$314K - $345K
|
4.33K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555New |
$313K - $344K
|
555
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
546New |
$308K - $339K
|
546
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
541New |
$305K - $335K
|
541
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
530New |
$299K - $329K
|
530
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
526New |
$297K - $326K
|
526
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
522+ 5.86% |
$294K - $324K
|
9.43K
$5.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
521+ 1.46% |
$294K - $323K
|
36.3K
$20.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
511+ 2.68% |
$288K - $317K
|
19.6K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
509+ 10.14% |
$287K - $316K
|
5.53K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 11.03% |
$282K - $310K
|
5.03K
$2.85M
|