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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
25+ 0.04% |
$14.1K - $15.5K
|
59.5K
$34.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-188- 1.37% |
$106K - $117K
|
13.5K
$7.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
188+ 4.42% |
$106K - $117K
|
4.44K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
282+ 42.41% |
$159K - $175K
|
947
$553K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.14% |
$564 - $620
|
692
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.81K- 57.21% |
$2.15M - $2.36M
|
2.85K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
332+ 2.05% |
$187K - $206K
|
16.5K
$9.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-179- 18.1% |
$101K - $111K
|
810
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 307.76% |
$850K - $935K
|
2K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
659+ 28.83% |
$372K - $409K
|
2.95K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
158+ 2.25% |
$89.1K - $98K
|
7.17K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 6.41% |
$28.2K - $31K
|
730
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 2.66% |
$10.2K - $11.2K
|
694
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
206+ 4.35% |
$116K - $128K
|
4.95K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
223+ 57.33% |
$126K - $138K
|
612
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.04KNew |
$588K - $647K
|
1.04K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.62KNew |
$1.48M - $1.63M
|
2.62K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-12- 1.11% |
$6.77K - $7.44K
|
1.07K
$626K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.55KNew |
$873K - $960K
|
1.55K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
783+ 95.96% |
$442K - $486K
|
1.6K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
256+ 1.87% |
$144K - $159K
|
13.9K
$8.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-87- 5.86% |
$49.1K - $54K
|
1.4K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
266+ 0.8% |
$150K - $165K
|
33.6K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 1.06% |
$66K - $72.6K
|
11.1K
$6.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.69K- 25.45% |
$953K - $1.05M
|
4.95K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
80+ 1.85% |
$45.1K - $49.6K
|
4.42K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-39- 6.66% |
$22K - $24.2K
|
547
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-310- 1.59% |
$175K - $192K
|
19.2K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
165+ 7.22% |
$93.1K - $102K
|
2.45K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5+ 0.03% |
$2.82K - $3.1K
|
16.6K
$9.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
829+ 5.52% |
$468K - $514K
|
15.8K
$9.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
864New |
$487K - $536K
|
864
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-69- 3.86% |
$38.9K - $42.8K
|
1.72K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9- 0.08% |
$5.08K - $5.58K
|
10.8K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.66% |
$38.4K - $42.2K
|
10.3K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.3K- 73.02% |
$1.3M - $1.43M
|
850
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 0.0% |
$1.69K - $1.86K
|
69.2K
$40.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.31K+ 4.94% |
$2.99M - $3.29M
|
113K
$65.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14- 1.26% |
$7.9K - $8.68K
|
1.09K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-413- 1.45% |
$233K - $256K
|
28.1K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800- 17.89% |
$451K - $496K
|
3.67K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-94- 3.83% |
$53K - $58.3K
|
2.36K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555New |
$313K - $344K
|
555
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-135- 0.4% |
$76.1K - $83.7K
|
34K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
296+ 2960.0% |
$167K - $184K
|
306
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.32K- 3.02% |
$743K - $817K
|
42.3K
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
496New |
$280K - $308K
|
496
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$46.7K
|