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 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145- 10.56% |
$81.8K - $89.9K
|
1.23K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-146- 4.24% |
$82.3K - $90.5K
|
3.3K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-149- 0.88% |
$84K - $92.4K
|
16.9K
$9.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 16.97% |
$84.6K - $93K
|
734
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-150- 4.68% |
$84.6K - $93K
|
3.05K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 1.39% |
$91.4K - $100K
|
11.5K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 4.54% |
$92.5K - $102K
|
3.45K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-164- 9.08% |
$92.5K - $102K
|
1.64K
$959K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-165- 7.28% |
$93.1K - $102K
|
2.1K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-166- 1.37% |
$93.6K - $103K
|
12K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-168- 2.21% |
$94.8K - $104K
|
7.43K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-172- 1.75% |
$97K - $107K
|
9.68K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-175- 0.54% |
$98.7K - $109K
|
32.1K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 20.9% |
$99.3K - $109K
|
666
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-176- 12.96% |
$99.3K - $109K
|
1.18K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-178- 7.04% |
$100K - $110K
|
2.35K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-179- 6.49% |
$101K - $111K
|
2.58K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-181- 2.19% |
$102K - $112K
|
8.09K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-181- 26.42% |
$102K - $112K
|
504
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-182- 0.68% |
$103K - $113K
|
26.7K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 1.37% |
$106K - $117K
|
13.5K
$7.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-190- 7.78% |
$107K - $118K
|
2.25K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-193- 3.44% |
$109K - $120K
|
5.41K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-194- 5.82% |
$109K - $120K
|
3.14K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-194- 1.14% |
$109K - $120K
|
16.8K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-198- 1.11% |
$112K - $123K
|
17.6K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-200- 18.67% |
$113K - $124K
|
871
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-200- 0.39% |
$113K - $124K
|
51.6K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206- 0.81% |
$116K - $128K
|
25.4K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-207- 6.49% |
$117K - $128K
|
2.98K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-211- 0.83% |
$119K - $131K
|
25.2K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-215- 6.03% |
$121K - $133K
|
3.35K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-220- 3.1% |
$124K - $136K
|
6.88K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-220- 1.14% |
$124K - $136K
|
19.1K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-221- 0.68% |
$125K - $137K
|
32.1K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-222- 3.39% |
$125K - $138K
|
6.32K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-228- 6.41% |
$129K - $141K
|
3.33K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-230- 10.3% |
$130K - $143K
|
2K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-235- 3.5% |
$133K - $146K
|
6.48K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-235- 2.45% |
$133K - $146K
|
9.37K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-235- 1.69% |
$133K - $146K
|
13.6K
$7.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-242- 0.4% |
$136K - $150K
|
60.4K
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 43.49% |
$138K - $151K
|
317
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-246- 0.52% |
$139K - $153K
|
47.1K
$27.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-250- 1.84% |
$141K - $155K
|
13.3K
$7.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-258- 6.32% |
$146K - $160K
|
3.82K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-258- 24.41% |
$146K - $160K
|
799
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-259- 19.24% |
$146K - $161K
|
1.09K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 7.64% |
$147K - $161K
|
3.14K
$1.83M
|