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 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 12.8% |
$56.4K - $62K
|
881
$432K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
100+ 7.14% |
$56.4K - $62K
|
1.5K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 3.85% |
$56.4K - $62K
|
2.7K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 3.92% |
$54.7K - $60.2K
|
2.57K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
95+ 2.09% |
$53.6K - $58.9K
|
4.65K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
94New |
$53K - $58.3K
|
94
$46.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
93+ 5.55% |
$52.5K - $57.7K
|
1.77K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
89+ 1.63% |
$50.2K - $55.2K
|
5.55K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
89+ 4.18% |
$50.2K - $55.2K
|
2.22K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
87New |
$49.1K - $54K
|
87
$42.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
86+ 23.06% |
$48.5K - $53.3K
|
459
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 2.33% |
$47.4K - $52.1K
|
3.69K
$1.81M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
83New |
$46.8K - $51.5K
|
83
$40.7K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
81+ 5.91% |
$45.7K - $50.2K
|
1.45K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$39.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
80+ 1.85% |
$45.1K - $49.6K
|
4.42K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$39.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
79+ 1.05% |
$44.6K - $49K
|
7.62K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77New |
$43.4K - $47.7K
|
77
$37.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
76+ 7.69% |
$42.9K - $47.1K
|
1.06K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
76+ 4.36% |
$42.9K - $47.1K
|
1.82K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
75+ 17.56% |
$42.3K - $46.5K
|
502
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
74+ 0.81% |
$41.7K - $45.9K
|
9.26K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 7.92% |
$40.6K - $44.6K
|
981
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.57% |
$40.6K - $44.6K
|
12.7K
$6.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
72+ 0.9% |
$40.6K - $44.6K
|
8.11K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.66% |
$38.4K - $42.2K
|
10.3K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
68+ 1.36% |
$38.4K - $42.2K
|
5.07K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66+ 1.75% |
$37.2K - $40.9K
|
3.84K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
66+ 13.95% |
$37.2K - $40.9K
|
539
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
66+ 3.14% |
$37.2K - $40.9K
|
2.17K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
65+ 3.84% |
$36.7K - $40.3K
|
1.76K
$861K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
64+ 0.14% |
$36.1K - $39.7K
|
46.4K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.8% |
$36.1K - $39.7K
|
8.03K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64New |
$36.1K - $39.7K
|
64
$31.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
63+ 4.0% |
$35.5K - $39.1K
|
1.64K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 0.81% |
$35K - $38.4K
|
7.73K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 6.82% |
$35K - $38.4K
|
971
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 4.75% |
$35K - $38.4K
|
1.37K
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
62+ 5.47% |
$35K - $38.4K
|
1.2K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.53% |
$34.4K - $37.8K
|
2.48K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.15% |
$34.4K - $37.8K
|
2K
$978K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
60+ 5.84% |
$33.8K - $37.2K
|
1.09K
$533K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
58+ 0.93% |
$32.7K - $36K
|
6.31K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 114.0% |
$32.1K - $35.3K
|
107
$52.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
57New |
$32.1K - $35.3K
|
57
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56+ 6.67% |
$31.6K - $34.7K
|
895
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
55+ 0.33% |
$31K - $34.1K
|
16.6K
$8.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 5.48% |
$30.5K - $33.5K
|
1.04K
$509K
|