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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
198+ 0.78% |
$104K - $113K
|
25.4K
$14.5M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
398+ 0.28% |
$208K - $228K
|
140K
$79.9M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.71K - $5.15K
|
1.09K
$619K
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-76- 0.87% |
$39.8K - $43.5K
|
8.71K
$4.96M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.32% |
$1.57K - $1.72K
|
943
$537K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
141+ 14.84% |
$73.9K - $80.7K
|
1.09K
$621K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.03K- 2.8% |
$541K - $590K
|
35.8K
$20.4M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.37KNew |
$1.24M - $1.36M
|
2.37K
$1.35M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
133+ 0.75% |
$69.7K - $76.1K
|
17.8K
$10.2M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
15+ 1.82% |
$7.86K - $8.58K
|
840
$478K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 1.79% |
$73.3K - $80.1K
|
7.67K
$4.37M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-434- 5.16% |
$227K - $248K
|
7.98K
$4.54M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
373New |
$195K - $213K
|
373
$212K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-326- 4.06% |
$171K - $186K
|
7.7K
$4.38M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 1.13% |
$26.2K - $28.6K
|
4.47K
$2.55M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$10.5K - $11.4K
|
20
$11.4K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 0.51% |
$17.3K - $18.9K
|
6.55K
$3.73M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
861New |
$451K - $493K
|
861
$490K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-23- 1.8% |
$12K - $13.2K
|
1.26K
$716K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-473- 2.28% |
$248K - $271K
|
20.3K
$11.6M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
500+ 4.91% |
$262K - $286K
|
10.7K
$6.09M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
872+ 102.23% |
$457K - $499K
|
1.73K
$982K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-81- 1.06% |
$42.4K - $46.3K
|
7.6K
$4.32M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 200.0% |
$1.05K - $1.14K
|
3
$1.71K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
831+ 3.37% |
$435K - $475K
|
25.5K
$14.5M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
298+ 10.42% |
$156K - $170K
|
3.16K
$1.8M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-93- 0.84% |
$48.7K - $53.2K
|
11K
$6.28M
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.16% |
$4.19K - $4.58K
|
5.04K
$2.87M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-38- 0.92% |
$19.9K - $21.7K
|
4.08K
$2.32M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.55K- 68.22% |
$1.86M - $2.03M
|
1.65K
$942K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
986+ 16.5% |
$517K - $564K
|
6.96K
$3.96M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.77% |
$1.57K - $1.72K
|
392
$223K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.27% |
$5.24K - $5.72K
|
3.68K
$2.1M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
89+ 3.43% |
$46.6K - $50.9K
|
2.69K
$1.53M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-796- 1.79% |
$417K - $455K
|
43.6K
$24.8M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-149- 61.83% |
$78.1K - $85.2K
|
92
$52.4K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 30.58% |
$1.53M - $1.67M
|
6.64K
$3.78M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-576- 7.06% |
$302K - $329K
|
7.58K
$4.32M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2- 0.04% |
$1.05K - $1.14K
|
5K
$2.85M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-87- 15.59% |
$45.6K - $49.8K
|
471
$268K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.28K- 67.42% |
$1.72M - $1.88M
|
1.59K
$903K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-10.9K- 92.94% |
$5.73M - $6.26M
|
831
$473K
|
|
Oct 31, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
249New |
$130K - $142K
|
249
$142K
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
349+ 35.01% |
$183K - $200K
|
1.35K
$766K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-337- 30.58% |
$177K - $193K
|
765
$435K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$524 - $572
|
4.5K
$2.56M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 2.09% |
$85.9K - $93.8K
|
7.7K
$4.38M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
454+ 51.53% |
$238K - $260K
|
1.34K
$760K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
275+ 4.67% |
$144K - $157K
|
6.16K
$3.51M
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-20- 4.61% |
$10.5K - $11.4K
|
414
$236K
|