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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 12.07% |
$36.7K - $40K
|
650
$370K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119+ 43.59% |
$62.3K - $68.1K
|
392
$223K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
139+ 14.2% |
$72.8K - $79.5K
|
1.12K
$636K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-416- 1.02% |
$218K - $238K
|
40.5K
$23.1M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60+ 11.26% |
$31.4K - $34.3K
|
593
$338K
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.68K+ 3.74% |
$4.55M - $4.97M
|
241K
$137M
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-152- 21.97% |
$79.6K - $86.9K
|
540
$307K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.25% |
$1.05K - $1.14K
|
798
$454K
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
685+ 4.43% |
$359K - $392K
|
16.1K
$9.19M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.3% |
$524 - $572
|
331
$188K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11- 2.27% |
$5.76K - $6.29K
|
474
$270K
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
337+ 2.98% |
$177K - $193K
|
11.7K
$6.63M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-54- 0.28% |
$28.3K - $30.9K
|
19.5K
$11.1M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-78- 12.11% |
$40.9K - $44.6K
|
566
$322K
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-49- 9.19% |
$25.7K - $28K
|
484
$276K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-174- 11.25% |
$91.1K - $99.5K
|
1.37K
$782K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-239- 0.46% |
$125K - $137K
|
51.8K
$29.5M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 44.88% |
$7.48M - $8.17M
|
46.1K
$26.2M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.51% |
$5.24K - $5.72K
|
1.95K
$1.11M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
45+ 2.94% |
$23.6K - $25.7K
|
1.58K
$897K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.14% |
$524 - $572
|
733
$417K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.7K+ 1.11% |
$6.14M - $6.7M
|
1.06M
$606M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.61% |
$4.19K - $4.58K
|
505
$287K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
235+ 22.88% |
$123K - $134K
|
1.26K
$718K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-42- 6.86% |
$22K - $24K
|
570
$324K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17- 0.26% |
$8.91K - $9.72K
|
6.48K
$3.69M
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
876+ 2.07% |
$459K - $501K
|
43.2K
$24.6M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-407- 0.34% |
$213K - $233K
|
121K
$68.9M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-221- 6.1% |
$116K - $126K
|
3.4K
$1.94M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-813- 1.61% |
$426K - $465K
|
49.6K
$28.2M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
435+ 42.07% |
$228K - $249K
|
1.47K
$836K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-220- 0.23% |
$115K - $126K
|
94.1K
$53.6M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 157.11% |
$672K - $733K
|
2.1K
$1.19M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 347.96% |
$1.52M - $1.66M
|
3.74K
$2.13M
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
22+ 0.27% |
$11.5K - $12.6K
|
8.13K
$4.63M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
136+ 1.36% |
$71.2K - $77.8K
|
10.1K
$5.76M
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
33+ 0.42% |
$17.3K - $18.9K
|
7.97K
$4.54M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
497+ 19.23% |
$260K - $284K
|
3.08K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
24.9KNew |
$13M - $14.2M
|
24.9K
$14.2M
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.21K- 32.53% |
$1.16M - $1.26M
|
4.58K
$2.61M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2.61K- 2.64% |
$1.36M - $1.49M
|
96.2K
$54.8M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5- 0.1% |
$2.62K - $2.86K
|
5.17K
$2.95M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9+ 0.33% |
$4.71K - $5.15K
|
2.75K
$1.56M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
513+ 0.79% |
$269K - $293K
|
65.1K
$37.1M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
203+ 8.51% |
$106K - $116K
|
2.59K
$1.47M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
292+ 68.87% |
$153K - $167K
|
716
$408K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
104+ 2.28% |
$54.5K - $59.5K
|
4.66K
$2.65M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
76+ 0.8% |
$39.8K - $43.5K
|
9.58K
$5.45M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43- 3.19% |
$22.5K - $24.6K
|
1.31K
$743K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-944- 5.26% |
$495K - $540K
|
17K
$9.69M
|