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 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-74- 2.19% |
$41.7K - $45.9K
|
3.3K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-74- 8.5% |
$41.7K - $45.9K
|
797
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-76- 0.33% |
$42.9K - $47.1K
|
22.9K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-76- 0.93% |
$42.9K - $47.1K
|
8.08K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-77- 0.74% |
$43.4K - $47.7K
|
10.3K
$6M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 1.68% |
$43.4K - $47.7K
|
4.5K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-77- 8.26% |
$43.4K - $47.7K
|
855
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-78- 2.54% |
$44K - $48.4K
|
2.99K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-78- 0.9% |
$44K - $48.4K
|
8.62K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-80- 17.7% |
$45.1K - $49.6K
|
372
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-80- 14.65% |
$45.1K - $49.6K
|
466
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-80- 4.02% |
$45.1K - $49.6K
|
1.91K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-82- 1.28% |
$46.2K - $50.8K
|
6.31K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-83- 3.39% |
$46.8K - $51.5K
|
2.37K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-83- 6.51% |
$46.8K - $51.5K
|
1.19K
$696K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-84- 0.89% |
$47.4K - $52.1K
|
9.36K
$5.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-85- 2.47% |
$47.9K - $52.7K
|
3.36K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-87- 4.9% |
$49.1K - $54K
|
1.69K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-87- 5.86% |
$49.1K - $54K
|
1.4K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-92- 1.85% |
$51.9K - $57.1K
|
4.88K
$2.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93- 1.98% |
$52.5K - $57.7K
|
4.6K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-95- 7.15% |
$53.6K - $58.9K
|
1.23K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-95- 7.7% |
$53.6K - $58.9K
|
1.14K
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-95- 11.43% |
$53.6K - $58.9K
|
736
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-96- 1.44% |
$54.1K - $59.5K
|
6.59K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.2% |
$54.1K - $59.5K
|
7.88K
$4.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.39% |
$56.4K - $62K
|
7.1K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 6.26% |
$56.4K - $62K
|
1.5K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 3.2% |
$56.4K - $62K
|
3.02K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-105- 13.16% |
$59.2K - $65.1K
|
693
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-105- 4.53% |
$59.2K - $65.1K
|
2.21K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-105- 8.11% |
$59.2K - $65.1K
|
1.19K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-106- 18.76% |
$59.8K - $65.7K
|
459
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 4.58% |
$60.9K - $67K
|
2.25K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-109- 2.9% |
$61.5K - $67.6K
|
3.64K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 1.47% |
$62K - $68.2K
|
7.38K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 2.53% |
$65.4K - $71.9K
|
4.46K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-119Closed |
$67.1K - $73.8K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-120- 5.43% |
$67.7K - $74.4K
|
2.09K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-126- 0.71% |
$71.1K - $78.1K
|
17.7K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
66.4K
$38.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
65.5K
$38.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 1.77% |
$75K - $82.5K
|
7.39K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-134- 2.11% |
$75.6K - $83.1K
|
6.21K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 4.08% |
$75.6K - $83.1K
|
3.15K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 5.77% |
$77.3K - $85K
|
2.24K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-140- 27.89% |
$79K - $86.8K
|
362
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 2.76% |
$80.7K - $88.7K
|
5.03K
$2.94M
|