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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18- 0.54% |
$9.41K - $10.8K
|
3.31K
$1.92M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.41K- 10.24% |
$1.26M - $1.45M
|
21.1K
$12.2M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3+ 0.22% |
$1.57K - $1.8K
|
1.37K
$795K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.43K+ 2.34% |
$749K - $861K
|
62.8K
$36.4M
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-3K- 78.95% |
$1.57M - $1.8M
|
800
$464K
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2- 0.4% |
$1.05K - $1.2K
|
497
$288K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.5KNew |
$9.69M - $11.1M
|
18.5K
$10.7M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-400- 1.71% |
$209K - $240K
|
23K
$13.3M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-252- 0.4% |
$132K - $151K
|
62.6K
$36.3M
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-42- 1.67% |
$22K - $25.2K
|
2.47K
$1.43M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
242+ 8.47% |
$127K - $145K
|
3.1K
$1.8M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.8K- 63.15% |
$1.99M - $2.29M
|
2.22K
$1.29M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-36- 18.46% |
$18.8K - $21.6K
|
159
$92.2K
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.61KNew |
$2.41M - $2.77M
|
4.61K
$2.67M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$523 - $601
|
257
$149K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
60+ 0.84% |
$31.4K - $36.1K
|
7.23K
$4.19M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-632- 4.93% |
$331K - $380K
|
12.2K
$7.06M
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.02K- 3.21% |
$1.06M - $1.21M
|
61K
$35.4M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.25K+ 15.51% |
$1.17M - $1.35M
|
16.7K
$9.7M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.59% |
$26.1K - $30.1K
|
8.36K
$4.85M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-98- 7.26% |
$51.3K - $58.9K
|
1.25K
$726K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
170+ 16.24% |
$88.9K - $102K
|
1.22K
$706K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.05K- 0.47% |
$549K - $631K
|
223K
$129M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 1.98% |
$38.2K - $43.9K
|
3.76K
$2.18M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-136- 0.38% |
$71.1K - $81.8K
|
36K
$20.9M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 2.62% |
$26.1K - $30.1K
|
1.96K
$1.13M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.59K+ 118.27% |
$829K - $953K
|
2.93K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 2.58% |
$4.71K - $5.41K
|
358
$208K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
581+ 39.5% |
$304K - $349K
|
2.05K
$1.19M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-49- 0.89% |
$25.6K - $29.5K
|
5.48K
$3.18M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 5.57% |
$25.1K - $28.9K
|
909
$527K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-948- 0.87% |
$496K - $570K
|
107K
$62.3M
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-498- 0.96% |
$260K - $299K
|
51.5K
$29.8M
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-5.1K- 80.35% |
$2.67M - $3.07M
|
1.25K
$723K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-73- 2.55% |
$38.2K - $43.9K
|
2.79K
$1.62M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.37% |
$24.6K - $28.3K
|
12.8K
$7.42M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-282- 29.78% |
$147K - $170K
|
665
$386K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-93- 1.58% |
$48.6K - $55.9K
|
5.78K
$3.35M
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-39- 3.49% |
$20.4K - $23.4K
|
1.08K
$625K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.49K- 85.63% |
$1.3M - $1.49M
|
417
$242K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21- 1.83% |
$11K - $12.6K
|
1.13K
$652K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.4K- 1.74% |
$1.25M - $1.44M
|
136K
$78.6M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.3K+ 1.96% |
$680K - $782K
|
67.7K
$39.3M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
165+ 27.45% |
$86.3K - $99.2K
|
766
$444K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-447- 4.62% |
$234K - $269K
|
9.23K
$5.35M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.1% |
$523 - $601
|
975
$565K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-191- 53.65% |
$99.9K - $115K
|
165
$95.7K
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2- 0.22% |
$1.05K - $1.2K
|
915
$531K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-898- 43.01% |
$470K - $540K
|
1.19K
$690K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.75K- 72.1% |
$914K - $1.05M
|
676
$392K
|