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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-16- 12.8% |
$9.02K - $9.92K
|
109
$63.1K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-16- 2.58% |
$9.02K - $9.92K
|
603
$349K
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.14% |
$9.59K - $10.5K
|
12.2K
$7.08M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17- 0.16% |
$9.59K - $10.5K
|
10.4K
$6M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 36.96% |
$9.59K - $10.5K
|
29
$16.8K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-17- 0.44% |
$9.59K - $10.5K
|
3.84K
$2.22M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-18- 0.7% |
$10.2K - $11.2K
|
2.57K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-18- 3.34% |
$10.2K - $11.2K
|
521
$302K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 0.55% |
$10.2K - $11.2K
|
3.28K
$1.9M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 4.09% |
$10.7K - $11.8K
|
446
$258K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-19- 4.85% |
$10.7K - $11.8K
|
373
$216K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$11.3K - $12.4K
|
7.38K
$4.27M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 10.99% |
$11.3K - $12.4K
|
162
$93.8K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.81% |
$11.3K - $12.4K
|
2.46K
$1.43M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$11.8K - $13K
|
12.9K
$7.46M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-22- 0.87% |
$12.4K - $13.6K
|
2.5K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-23- 3.4% |
$13K - $14.3K
|
653
$378K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-23- 0.46% |
$13K - $14.3K
|
4.93K
$2.85M
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 4.59% |
$13.5K - $14.9K
|
499
$289K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.32% |
$13.5K - $14.9K
|
7.42K
$4.3M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.82% |
$14.1K - $15.5K
|
1.35K
$779K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-25- 1.88% |
$14.1K - $15.5K
|
1.3K
$755K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 0.7% |
$14.1K - $15.5K
|
3.56K
$2.06M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-25- 0.32% |
$14.1K - $15.5K
|
7.67K
$4.44M
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-25- 5.61% |
$14.1K - $15.5K
|
421
$244K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$14.1K - $15.5K
|
6.73K
$3.9M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.06% |
$15.2K - $16.7K
|
2.52K
$1.46M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-27- 1.66% |
$15.2K - $16.7K
|
1.6K
$927K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.51% |
$16.4K - $18K
|
5.68K
$3.29M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-30- 0.22% |
$16.9K - $18.6K
|
13.5K
$7.83M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-31- 0.15% |
$17.5K - $19.2K
|
20.3K
$11.7M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 1.81% |
$18K - $19.8K
|
1.74K
$1.01M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.4% |
$18K - $19.8K
|
8.04K
$4.66M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-34- 1.46% |
$19.2K - $21.1K
|
2.3K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 2.31% |
$19.2K - $21.1K
|
1.44K
$831K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-35- 3.21% |
$19.7K - $21.7K
|
1.05K
$610K
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-35- 0.67% |
$19.7K - $21.7K
|
5.2K
$3.01M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 0.89% |
$20.3K - $22.3K
|
4.01K
$2.32M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-36- 0.61% |
$20.3K - $22.3K
|
5.83K
$3.38M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-36- 0.31% |
$20.3K - $22.3K
|
11.5K
$6.68M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-37- 7.39% |
$20.9K - $22.9K
|
464
$269K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 63.33% |
$21.4K - $23.6K
|
22
$12.7K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-39- 8.92% |
$22K - $24.2K
|
398
$230K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-39- 0.22% |
$22K - $24.2K
|
17.6K
$10.2M
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-39- 6.66% |
$22K - $24.2K
|
547
$317K
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-40- 1.14% |
$22.6K - $24.8K
|
3.48K
$2.01M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-40- 7.52% |
$22.6K - $24.8K
|
492
$285K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 0.44% |
$23.1K - $25.4K
|
9.35K
$5.41M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-42- 3.31% |
$23.7K - $26K
|
1.23K
$711K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-42- 2.61% |
$23.7K - $26K
|
1.57K
$907K
|