Latest Institutional Transactions on Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information on the latest institutional transactions involving Spdr S&P Midcap 400 ETF Trust (MDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 4.65% |
$2.55M - $3.09M
|
123K
$71.2M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 5.89% |
$22.9K - $27.8K
|
783
$454K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
367New |
$172K - $208K
|
367
$213K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.16% |
$46.8K - $56.7K
|
61.8K
$35.8M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-17- 3.79% |
$7.96K - $9.63K
|
431
$250K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-166- 7.37% |
$77.7K - $94K
|
2.09K
$1.21M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-28- 0.14% |
$13.1K - $15.9K
|
19.8K
$11.5M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 2.19% |
$5.62K - $6.8K
|
559
$324K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4+ 0.23% |
$1.87K - $2.27K
|
1.76K
$1.02M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.57% |
$11.7K - $14.2K
|
4.38K
$2.54M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.63% |
$3.28K - $3.97K
|
1.11K
$644K
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
8+ 0.92% |
$3.75K - $4.53K
|
878
$509K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.77K- 62.49% |
$1.3M - $1.57M
|
1.66K
$964K
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
395+ 8.42% |
$185K - $224K
|
5.09K
$2.95M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
599New |
$280K - $339K
|
599
$347K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 31.41% |
$22.9K - $27.8K
|
107
$62.1K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 4.49% |
$14K - $17K
|
638
$370K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.98% |
$7.49K - $9.06K
|
1.62K
$941K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
150+ 166.67% |
$70.2K - $85K
|
240
$139K
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
24+ 24.0% |
$11.2K - $13.6K
|
124
$71.9K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.47K+ 36750.0% |
$688K - $833K
|
1.47K
$855K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 3.36% |
$4.21K - $5.1K
|
259
$150K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-14- 6.93% |
$6.56K - $7.93K
|
188
$109K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
601New |
$281K - $340K
|
601
$349K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
954New |
$447K - $540K
|
954
$553K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
294+ 2.06% |
$138K - $167K
|
14.6K
$8.46M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4- 0.46% |
$1.87K - $2.27K
|
857
$497K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-91- 2.07% |
$42.6K - $51.6K
|
4.3K
$2.5M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
940+ 14.09% |
$440K - $533K
|
7.61K
$4.41M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-562- 4.12% |
$263K - $318K
|
13.1K
$7.58M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
39+ 2.92% |
$18.3K - $22.1K
|
1.38K
$798K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.29K- 37.17% |
$1.07M - $1.3M
|
3.87K
$2.24M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.24K+ 19.68% |
$3.86M - $4.67M
|
50.1K
$29.1M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $575K
|
1.02K
$589K
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-5- 0.05% |
$2.34K - $2.83K
|
10.1K
$5.83M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-13- 0.47% |
$6.09K - $7.36K
|
2.78K
$1.61M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-113- 1.78% |
$52.9K - $64K
|
6.25K
$3.62M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-341- 3.84% |
$160K - $193K
|
8.55K
$4.96M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-45- 5.86% |
$21.1K - $25.5K
|
723
$419K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.38% |
$4.68K - $5.67K
|
2.62K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-108- 0.9% |
$50.6K - $61.2K
|
11.9K
$6.9M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-14- 0.25% |
$6.56K - $7.93K
|
5.55K
$3.22M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-32- 14.95% |
$15K - $18.1K
|
182
$106K
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
727+ 115.58% |
$340K - $412K
|
1.36K
$786K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.52% |
$9.36K - $11.3K
|
3.89K
$2.26M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-80- 3.2% |
$37.5K - $45.3K
|
2.42K
$1.4M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11+ 0.78% |
$5.15K - $6.23K
|
1.42K
$823K
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
31+ 2.67% |
$14.5K - $17.6K
|
1.19K
$690K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$1.87K - $2.27K
|
3.11K
$1.8M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-20- 2.72% |
$9.36K - $11.3K
|
715
$415K
|