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
|
Sg Americas Securities, LLC
|
BUY
|
- |
248K+ 1411.12% |
$140M - $154M
|
266K
$159M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$15.5M - $17.1M
|
27.5K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.2K+ 1816.14% |
$9.14M - $10M
|
17.1K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 17.05% |
$7.8M - $8.58M
|
95K
$56.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.15KNew |
$4.6M - $5.05M
|
8.15K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.45KNew |
$3.64M - $4M
|
6.45K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.38KNew |
$3.6M - $3.96M
|
6.38K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.34KNew |
$3.01M - $3.31M
|
5.34K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.55K+ 1929.24% |
$2.57M - $2.82M
|
4.79K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.44K+ 8.48% |
$1.94M - $2.13M
|
43.9K
$26.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.27KNew |
$1.84M - $2.03M
|
3.27K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.14K+ 547.29% |
$1.77M - $1.94M
|
3.71K
$2.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
2.12K+ 4.47% |
$1.19M - $1.31M
|
49.5K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.01KNew |
$1.13M - $1.25M
|
2.01K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.9K+ 90.68% |
$1.07M - $1.18M
|
3.99K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.61K+ 49.81% |
$905K - $995K
|
4.83K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.56K+ 3.65% |
$881K - $969K
|
44.3K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$848K - $933K
|
1.5K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.24KNew |
$698K - $767K
|
1.24K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.21KNew |
$681K - $749K
|
1.21K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$667K - $734K
|
1.18K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.16KNew |
$656K - $721K
|
1.16K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 37.3% |
$637K - $700K
|
4.16K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.11KNew |
$623K - $685K
|
1.11K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.1K+ 1.72% |
$619K - $681K
|
64.9K
$38.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
831+ 17.71% |
$469K - $515K
|
5.52K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
778New |
$439K - $482K
|
778
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
737+ 90.54% |
$416K - $457K
|
1.55K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
675New |
$381K - $419K
|
675
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 45.96% |
$375K - $412K
|
2.11K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
600New |
$338K - $372K
|
600
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
596+ 34.79% |
$336K - $370K
|
2.31K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
557+ 14.76% |
$314K - $345K
|
4.33K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
546New |
$308K - $339K
|
546
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
511+ 2.68% |
$288K - $317K
|
19.6K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
500+ 11.03% |
$282K - $310K
|
5.03K
$3.01M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
495+ 54.58% |
$279K - $307K
|
1.4K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
464+ 662.86% |
$262K - $288K
|
534
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
459New |
$259K - $285K
|
459
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
455New |
$257K - $282K
|
455
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
454+ 5.44% |
$256K - $282K
|
8.8K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
432+ 6.9% |
$244K - $268K
|
6.69K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
421+ 29.3% |
$237K - $261K
|
1.86K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
362New |
$204K - $224K
|
362
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
358New |
$202K - $222K
|
358
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
342+ 156.16% |
$193K - $212K
|
561
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
340+ 5.4% |
$192K - $211K
|
6.63K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
332New |
$187K - $206K
|
332
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
328+ 125.19% |
$185K - $203K
|
590
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
295+ 61.46% |
$166K - $183K
|
775
$463K
|