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
|
Xml Financial, LLC
|
SELL
|
- |
-329- 10.42% |
$186K - $204K
|
2.83K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-330- 14.11% |
$186K - $205K
|
2.01K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-332- 13.67% |
$187K - $206K
|
2.1K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-344- 40.61% |
$194K - $213K
|
503
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-393- 7.45% |
$222K - $244K
|
4.88K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400- 38.46% |
$226K - $248K
|
640
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-413- 1.45% |
$233K - $256K
|
28.1K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-424- 1.09% |
$239K - $263K
|
38.5K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-427- 0.83% |
$241K - $265K
|
51K
$29.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-439- 14.93% |
$248K - $272K
|
2.5K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-455- 8.59% |
$257K - $282K
|
4.84K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-478- 7.58% |
$270K - $296K
|
5.83K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-530- 17.2% |
$299K - $329K
|
2.55K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-536- 3.17% |
$302K - $332K
|
16.4K
$9.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-557- 2.31% |
$314K - $345K
|
23.5K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-561- 4.2% |
$316K - $348K
|
12.8K
$7.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-655- 4.06% |
$369K - $406K
|
15.5K
$9.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800- 17.89% |
$451K - $496K
|
3.67K
$2.16M
|
|
|
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
$35.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.1K- 50.46% |
$618K - $679K
|
1.08K
$632K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.14K- 5.8% |
$645K - $709K
|
18.6K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.32K- 3.02% |
$743K - $817K
|
42.3K
$24.8M
|
|
|
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
|
|
|
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
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.8K- 5.65% |
$1.02M - $1.12M
|
30.1K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.81K- 4.87% |
$1.02M - $1.12M
|
35.3K
$20.8M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.96K- 3.92% |
$1.1M - $1.21M
|
47.9K
$28.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.03K- 10.49% |
$1.14M - $1.26M
|
17.3K
$10.2M
|
|
|
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
$63.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 12.94% |
$1.26M - $1.39M
|
15.1K
$8.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.3K- 10.86% |
$1.29M - $1.42M
|
18.8K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.3K- 73.02% |
$1.3M - $1.43M
|
850
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.13K- 24.44% |
$1.76M - $1.94M
|
9.67K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.15K- 48.66% |
$1.78M - $1.95M
|
3.33K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.23K- 33.34% |
$1.82M - $2M
|
6.46K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.42K- 23.6% |
$1.93M - $2.12M
|
11.1K
$6.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3.58K- 3.72% |
$2.02M - $2.22M
|
92.6K
$54.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.8K- 93.02% |
$2.14M - $2.36M
|
285
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.81K- 57.21% |
$2.15M - $2.36M
|
2.85K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.46K- 62.69% |
$2.51M - $2.76M
|
2.65K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.05K- 99.92% |
$2.85M - $3.13M
|
4
$2.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.22K- 10.54% |
$2.95M - $3.24M
|
44.3K
$26.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.45K- 86.35% |
$3.07M - $3.38M
|
861
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.12K- 36.29% |
$4.58M - $5.04M
|
14.3K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-377K- 99.79% |
$212M - $234M
|
802
$471K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.17M- 99.82% |
$1.22B - $1.34B
|
3.93K
$2.31M
|