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 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
45New |
$25.4K - $27.9K
|
45
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 5.62% |
$24.8K - $27.3K
|
827
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 2.8% |
$24.8K - $27.3K
|
1.61K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
44+ 7.47% |
$24.8K - $27.3K
|
633
$359K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43New |
$24.3K - $26.7K
|
43
$24.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43+ 50.0% |
$24.3K - $26.7K
|
129
$73.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 32.33% |
$24.3K - $26.7K
|
176
$99.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 7.54% |
$24.3K - $26.7K
|
613
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 6.57% |
$23.7K - $26K
|
681
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 2.34% |
$23.7K - $26K
|
1.84K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 2.37% |
$22.6K - $24.8K
|
1.73K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
40New |
$22.6K - $24.8K
|
40
$22.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
39+ 1.76% |
$22K - $24.2K
|
2.26K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
39+ 5.49% |
$22K - $24.2K
|
749
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38+ 4.4% |
$21.4K - $23.6K
|
901
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 1.39% |
$20.3K - $22.3K
|
2.63K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 4.12% |
$20.3K - $22.3K
|
909
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
35+ 2.68% |
$19.7K - $21.7K
|
1.34K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
34+ 2.83% |
$19.2K - $21.1K
|
1.24K
$700K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34+ 3.51% |
$19.2K - $21.1K
|
1K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
33+ 4.15% |
$18.6K - $20.5K
|
829
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
32+ 3.47% |
$18K - $19.8K
|
953
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.69% |
$18K - $19.8K
|
4.68K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
32+ 0.37% |
$18K - $19.8K
|
8.74K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31+ 1.93% |
$17.5K - $19.2K
|
1.64K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31+ 3.94% |
$17.5K - $19.2K
|
818
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 1.24% |
$17.5K - $19.2K
|
2.54K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29+ 0.73% |
$16.4K - $18K
|
3.99K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 4.24% |
$15.8K - $17.4K
|
689
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 4.55% |
$15.2K - $16.7K
|
620
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27+ 337.5% |
$15.2K - $16.7K
|
35
$19.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
27+ 0.37% |
$15.2K - $16.7K
|
7.26K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 6.15% |
$14.7K - $16.1K
|
449
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26+ 6.28% |
$14.7K - $16.1K
|
440
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
25+ 1.01% |
$14.1K - $15.5K
|
2.5K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 3.89% |
$14.1K - $15.5K
|
668
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
25+ 0.04% |
$14.1K - $15.5K
|
59.5K
$33.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 13.16% |
$14.1K - $15.5K
|
215
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24+ 0.39% |
$13.5K - $14.9K
|
6.25K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.88% |
$13K - $14.3K
|
2.65K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 4.76% |
$13K - $14.3K
|
506
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22+ 3.03% |
$12.4K - $13.6K
|
749
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.56% |
$11.8K - $13K
|
3.76K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$11.3K - $12.4K
|
20
$11.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 20.0% |
$11.3K - $12.4K
|
120
$68K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19+ 3.11% |
$10.7K - $11.8K
|
629
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
19+ 2.38% |
$10.7K - $11.8K
|
816
$462K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 2.66% |
$10.2K - $11.2K
|
694
$393K
|