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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 2.33% |
$47.4K - $52.1K
|
3.69K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
81+ 5.91% |
$45.7K - $50.2K
|
1.45K
$823K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$45.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
80+ 1.85% |
$45.1K - $49.6K
|
4.42K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
79+ 1.05% |
$44.6K - $49K
|
7.62K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77New |
$43.4K - $47.7K
|
77
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
76+ 4.36% |
$42.9K - $47.1K
|
1.82K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
76+ 7.69% |
$42.9K - $47.1K
|
1.06K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
75+ 17.56% |
$42.3K - $46.5K
|
502
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
74+ 0.81% |
$41.7K - $45.9K
|
9.26K
$5.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.57% |
$40.6K - $44.6K
|
12.7K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 7.92% |
$40.6K - $44.6K
|
981
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72+ 0.9% |
$40.6K - $44.6K
|
8.11K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
68+ 1.36% |
$38.4K - $42.2K
|
5.07K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.66% |
$38.4K - $42.2K
|
10.3K
$5.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66+ 1.75% |
$37.2K - $40.9K
|
3.84K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
66+ 3.14% |
$37.2K - $40.9K
|
2.17K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
66+ 13.95% |
$37.2K - $40.9K
|
539
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
65+ 3.84% |
$36.7K - $40.3K
|
1.76K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.8% |
$36.1K - $39.7K
|
8.03K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$36.1K - $39.7K
|
64
$36.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
64+ 0.14% |
$36.1K - $39.7K
|
46.4K
$26.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
63+ 4.0% |
$35.5K - $39.1K
|
1.64K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 4.75% |
$35K - $38.4K
|
1.37K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
62+ 5.47% |
$35K - $38.4K
|
1.2K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 0.81% |
$35K - $38.4K
|
7.73K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 6.82% |
$35K - $38.4K
|
971
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.53% |
$34.4K - $37.8K
|
2.48K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.15% |
$34.4K - $37.8K
|
2K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
60+ 5.84% |
$33.8K - $37.2K
|
1.09K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 114.0% |
$32.1K - $35.3K
|
107
$60.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
57New |
$32.1K - $35.3K
|
57
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56+ 6.67% |
$31.6K - $34.7K
|
895
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
55+ 0.33% |
$31K - $34.1K
|
16.6K
$9.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 5.48% |
$30.5K - $33.5K
|
1.04K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53+ 4.01% |
$29.9K - $32.9K
|
1.38K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
53+ 4.42% |
$29.9K - $32.9K
|
1.25K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
52+ 12.38% |
$29.3K - $32.2K
|
472
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
52+ 0.8% |
$29.3K - $32.2K
|
6.57K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 8.85% |
$28.2K - $31K
|
615
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$28.2K - $31K
|
50
$28.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 1.42% |
$28.2K - $31K
|
3.56K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.32% |
$28.2K - $31K
|
3.84K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
50+ 94.34% |
$28.2K - $31K
|
103
$58.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
49+ 8.01% |
$27.6K - $30.4K
|
661
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$27.6K - $30.4K
|
49
$27.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
47+ 0.44% |
$26.5K - $29.1K
|
10.8K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.98% |
$26.5K - $29.1K
|
2.42K
$1.37M
|