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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-561- 4.2% |
$316K - $348K
|
12.8K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-563- 36.46% |
$318K - $349K
|
981
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-581- 1.91% |
$328K - $360K
|
29.9K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-592- 2.38% |
$334K - $367K
|
24.3K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-619- 6.52% |
$349K - $384K
|
8.88K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-647- 4.58% |
$365K - $401K
|
13.5K
$7.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-655- 4.06% |
$369K - $406K
|
15.5K
$9.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-658- 31.36% |
$371K - $408K
|
1.44K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-709- 5.79% |
$400K - $440K
|
11.5K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-716- 5.03% |
$404K - $444K
|
13.5K
$7.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-722- 0.52% |
$407K - $448K
|
138K
$80.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-747- 76.3% |
$421K - $463K
|
232
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-762- 0.75% |
$430K - $473K
|
101K
$59M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-787- 4.25% |
$444K - $488K
|
17.7K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-793- 1.47% |
$447K - $492K
|
53.1K
$31.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800- 17.89% |
$451K - $496K
|
3.67K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-873- 38.92% |
$492K - $541K
|
1.37K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-963Closed |
$543K - $597K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-999- 1.64% |
$563K - $619K
|
60.1K
$35.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1K- 5.25% |
$564K - $620K
|
18K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 1.13% |
$601K - $660K
|
93.1K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.09K- 91.57% |
$612K - $673K
|
100
$58.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.1K- 50.46% |
$618K - $679K
|
1.08K
$630K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.14K- 5.8% |
$645K - $709K
|
18.6K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.24K- 0.48% |
$699K - $769K
|
254K
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.32K- 3.02% |
$743K - $817K
|
42.3K
$24.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-1.32K- 11.18% |
$746K - $820K
|
10.5K
$6.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.35K- 47.62% |
$760K - $836K
|
1.48K
$869K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 40.74% |
$775K - $853K
|
2K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.46K- 69.78% |
$826K - $908K
|
634
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 9.04% |
$846K - $930K
|
15.1K
$8.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.59K- 8.92% |
$898K - $987K
|
16.3K
$9.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 3.32% |
$900K - $990K
|
46.5K
$27.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 2.23% |
$901K - $990K
|
70.1K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.62K- 39.45% |
$916K - $1.01M
|
2.49K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.69K- 25.45% |
$953K - $1.05M
|
4.95K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.8K- 5.65% |
$1.02M - $1.12M
|
30.1K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.81K- 4.87% |
$1.02M - $1.12M
|
35.3K
$20.7M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.96K- 3.92% |
$1.1M - $1.21M
|
47.9K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.03K- 10.49% |
$1.14M - $1.26M
|
17.3K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.04K- 84.8% |
$1.15M - $1.26M
|
365
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.04K- 1.85% |
$1.15M - $1.27M
|
108K
$63.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 12.94% |
$1.26M - $1.39M
|
15.1K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.3K- 10.86% |
$1.29M - $1.42M
|
18.8K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.3K- 73.02% |
$1.3M - $1.43M
|
850
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.34K- 28.41% |
$1.32M - $1.45M
|
5.89K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.38K- 11.06% |
$1.34M - $1.47M
|
19.1K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.39K- 4.21% |
$1.35M - $1.48M
|
54.4K
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.46K- 7.39% |
$1.39M - $1.52M
|
30.8K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.84K- 24.79% |
$1.6M - $1.76M
|
8.61K
$5.05M
|