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 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.97% |
$65K - $70.9K
|
12.7K
$7.21M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-30- 0.64% |
$15.7K - $17.2K
|
4.65K
$2.64M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
380+ 5.96% |
$199K - $217K
|
6.75K
$3.84M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-287- 3.4% |
$150K - $164K
|
8.15K
$4.64M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 0.08% |
$9.43K - $10.3K
|
23K
$13.1M
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-57- 1.7% |
$29.9K - $32.6K
|
3.3K
$1.88M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-342- 12.13% |
$179K - $196K
|
2.48K
$1.41M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$1.05K - $1.14K
|
3.07K
$1.75M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.17% |
$524 - $572
|
47
$26.8K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 1.17% |
$9.43K - $10.3K
|
1.56K
$885K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.22% |
$524 - $572
|
453
$258K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-90- 1.11% |
$47.1K - $51.5K
|
8.04K
$4.58M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.04K- 15.66% |
$545K - $595K
|
5.61K
$3.19M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
107+ 0.76% |
$56.1K - $61.2K
|
14.2K
$8.08M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-78- 1.53% |
$40.9K - $44.6K
|
5.02K
$2.86M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-9- 1.88% |
$4.71K - $5.15K
|
469
$267K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-96- 1.98% |
$50.3K - $54.9K
|
4.76K
$2.71M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.26M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
102+ 11.03% |
$53.4K - $58.3K
|
1.03K
$585K
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$2.1K - $2.29K
|
719
$409K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
71+ 8.94% |
$37.2K - $40.6K
|
865
$492K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-202- 1.23% |
$106K - $116K
|
16.2K
$9.21M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50+ 1.43% |
$26.2K - $28.6K
|
3.54K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$5.24K - $5.72K
|
10
$5.69K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-30- 1.93% |
$15.7K - $17.2K
|
1.53K
$868K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-78- 0.64% |
$40.9K - $44.6K
|
12.1K
$6.9M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-8- 0.55% |
$4.19K - $4.58K
|
1.46K
$830K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5- 0.13% |
$2.62K - $2.86K
|
3.87K
$2.21M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5- 0.2% |
$2.62K - $2.86K
|
2.45K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$524 - $572
|
2.64K
$1.5M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-149- 2.97% |
$78.1K - $85.2K
|
4.87K
$2.77M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 0.7% |
$3.67K - $4K
|
989
$563K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-150- 3.34% |
$78.6K - $85.8K
|
4.34K
$2.47M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-80- 3.62% |
$41.9K - $45.8K
|
2.13K
$1.21M
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-50- 0.28% |
$26.2K - $28.6K
|
17.6K
$10M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.71% |
$30.9K - $33.7K
|
8.42K
$4.79M
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.03K- 29.2% |
$2.11M - $2.31M
|
9.77K
$5.56M
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20.6K- 50.17% |
$10.8M - $11.8M
|
20.5K
$11.6M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.6KNew |
$836K - $912K
|
1.6K
$908K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 0.32% |
$22.5K - $24.6K
|
13.5K
$7.71M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
41+ 1.89% |
$21.5K - $23.5K
|
2.21K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-33- 0.6% |
$17.3K - $18.9K
|
5.46K
$3.11M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-30- 3.6% |
$15.7K - $17.2K
|
804
$458K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 3.45% |
$26.2K - $28.6K
|
1.4K
$798K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-436- 2.2% |
$228K - $249K
|
19.4K
$11M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.69K+ 144.01% |
$1.93M - $2.11M
|
6.25K
$3.56M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-460- 0.56% |
$241K - $263K
|
81.1K
$46.2M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 2.35% |
$7.86K - $8.58K
|
654
$372K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 0.81% |
$2.1K - $2.29K
|
491
$280K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
364+ 2.8% |
$191K - $208K
|
13.4K
$7.61M
|