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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.13K+ 41.03% |
$593K - $648K
|
3.89K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
387+ 8.96% |
$203K - $221K
|
4.71K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-64- 12.14% |
$33.5K - $36.6K
|
463
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-115- 7.29% |
$60.2K - $65.8K
|
1.46K
$833K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
652+ 1.11% |
$342K - $373K
|
59.4K
$33.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12+ 0.5% |
$6.29K - $6.86K
|
2.41K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-22- 2.67% |
$11.5K - $12.6K
|
803
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 11.0% |
$29.9K - $32.6K
|
575
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
87+ 21.91% |
$45.6K - $49.8K
|
484
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 2.63% |
$13.1K - $14.3K
|
925
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-48- 11.82% |
$25.1K - $27.5K
|
358
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51+ 12.35% |
$26.7K - $29.2K
|
464
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1- 0.23% |
$524 - $572
|
425
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11.3K- 74.93% |
$5.93M - $6.48M
|
3.79K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86- 16.38% |
$45.1K - $49.2K
|
439
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-17- 0.85% |
$8.91K - $9.72K
|
1.99K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 5.56% |
$6.29K - $6.86K
|
228
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 1.97% |
$52.4K - $57.2K
|
4.98K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11- 1.8% |
$5.76K - $6.29K
|
601
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-225- 4.39% |
$118K - $129K
|
4.9K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83+ 2.1% |
$43.5K - $47.5K
|
4.04K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.35K- 38.74% |
$2.28M - $2.49M
|
6.88K
$3.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
369New |
$193K - $211K
|
369
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.64K- 3.05% |
$861K - $940K
|
52.3K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
131+ 5.42% |
$68.6K - $74.9K
|
2.55K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-180- 0.26% |
$94.3K - $103K
|
69.2K
$39.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.11% |
$1.05K - $1.14K
|
1.82K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-467- 18.25% |
$245K - $267K
|
2.09K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 0.56% |
$52.4K - $57.2K
|
17.8K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
94+ 4.66% |
$49.2K - $53.8K
|
2.11K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.7K- 97.45% |
$9.81M - $10.7M
|
490
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-565- 34.02% |
$296K - $323K
|
1.1K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
187+ 2.38% |
$98K - $107K
|
8.05K
$4.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.14% |
$2.62K - $2.86K
|
3.58K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-21- 3.34% |
$11K - $12K
|
608
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.27% |
$2.62K - $2.86K
|
1.85K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.21% |
$524 - $572
|
483
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
230+ 3.21% |
$120K - $132K
|
7.4K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-45- 0.67% |
$23.6K - $25.7K
|
6.71K
$3.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-145- 9.76% |
$76K - $82.9K
|
1.34K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-737- 29.29% |
$386K - $422K
|
1.78K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 3.39% |
$17.8K - $19.4K
|
970
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$18.9K - $20.6K
|
36
$20.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-574- 1.75% |
$301K - $328K
|
32.3K
$18.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.19KNew |
$623K - $681K
|
1.19K
$677K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
372New |
$195K - $213K
|
372
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.39KNew |
$729K - $796K
|
1.39K
$792K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.65K- 12.45% |
$2.96M - $3.23M
|
39.8K
$22.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.7K- 96.22% |
$12.9M - $14.1M
|
969
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 4.03% |
$26.2K - $28.6K
|
1.29K
$735K
|