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 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-42- 3.31% |
$23.7K - $26K
|
1.23K
$717K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-42- 2.61% |
$23.7K - $26K
|
1.57K
$915K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-43- 2.99% |
$24.3K - $26.7K
|
1.4K
$815K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 0.44% |
$24.3K - $26.7K
|
9.65K
$5.64M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-43- 21.72% |
$24.3K - $26.7K
|
155
$90.5K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-44- 0.81% |
$24.8K - $27.3K
|
5.41K
$3.16M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-44- 5.11% |
$24.8K - $27.3K
|
817
$477K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-44- 1.41% |
$24.8K - $27.3K
|
3.07K
$1.79M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-44- 0.32% |
$24.8K - $27.3K
|
13.7K
$8M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-45- 2.59% |
$25.4K - $27.9K
|
1.7K
$990K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 18.0% |
$25.4K - $27.9K
|
205
$120K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-45- 0.41% |
$25.4K - $27.9K
|
10.8K
$6.32M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-45- 2.11% |
$25.4K - $27.9K
|
2.08K
$1.22M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-46- 0.23% |
$25.9K - $28.5K
|
19.9K
$11.6M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-48- 0.95% |
$27.1K - $29.8K
|
4.99K
$2.91M
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-48- 1.27% |
$27.1K - $29.8K
|
3.74K
$2.18M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-49- 0.34% |
$27.6K - $30.4K
|
14.5K
$8.45M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-49- 10.56% |
$27.6K - $30.4K
|
415
$242K
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 6.41% |
$28.2K - $31K
|
730
$426K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 3.12% |
$28.2K - $31K
|
1.55K
$908K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 21.74% |
$28.2K - $31K
|
180
$105K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.42% |
$28.2K - $31K
|
11.8K
$6.91M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-52- 0.16% |
$29.3K - $32.2K
|
31.5K
$18.4M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-52- 2.61% |
$29.3K - $32.2K
|
1.94K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-52- 1.24% |
$29.3K - $32.2K
|
4.15K
$2.43M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 8.7% |
$29.9K - $32.9K
|
556
$325K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-55- 1.12% |
$31K - $34.1K
|
4.84K
$2.83M
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-56- 1.49% |
$31.6K - $34.7K
|
3.71K
$2.17M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 7.62% |
$32.1K - $35.3K
|
691
$404K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-58- 9.54% |
$32.7K - $36K
|
550
$321K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-58- 0.54% |
$32.7K - $36K
|
10.6K
$6.21M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-60- 2.33% |
$33.8K - $37.2K
|
2.52K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-61- 5.27% |
$34.4K - $37.8K
|
1.1K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-61- 1.38% |
$34.4K - $37.8K
|
4.37K
$2.55M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 16.94% |
$35K - $38.4K
|
304
$178K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.56% |
$35K - $38.4K
|
3.93K
$2.29M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-62- 1.66% |
$35K - $38.4K
|
3.67K
$2.14M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 0.26% |
$36.7K - $40.3K
|
24.6K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 12.6% |
$36.7K - $40.3K
|
451
$263K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-65- 1.41% |
$36.7K - $40.3K
|
4.55K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 8.16% |
$37.8K - $41.5K
|
754
$440K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-67- 2.14% |
$37.8K - $41.5K
|
3.06K
$1.79M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-68- 5.26% |
$38.4K - $42.2K
|
1.22K
$715K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-68- 0.9% |
$38.4K - $42.2K
|
7.53K
$4.39M
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 3.86% |
$38.9K - $42.8K
|
1.72K
$1M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 0.5% |
$39.5K - $43.4K
|
14K
$8.18M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-70- 2.13% |
$39.5K - $43.4K
|
3.21K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-70- 4.93% |
$39.5K - $43.4K
|
1.35K
$788K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-71- 0.92% |
$40K - $44K
|
7.68K
$4.49M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 6.61% |
$41.2K - $45.3K
|
1.03K
$603K
|