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 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
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
CALL |
5+ 5.32% |
$2.61K - $3.01K
|
99
$57.4K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-113- 12.54% |
$59.1K - $67.9K
|
788
$457K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-450- 3.01% |
$235K - $271K
|
14.5K
$8.41M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$523 - $601
|
18
$10.4K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.28KNew |
$668K - $768K
|
1.28K
$741K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
47+ 4.25% |
$24.6K - $28.3K
|
1.15K
$669K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
135+ 8.99% |
$70.6K - $81.2K
|
1.64K
$949K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.96K- 1.14% |
$1.03M - $1.18M
|
170K
$98.5M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-133- 1.38% |
$69.6K - $80K
|
9.52K
$5.52M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.85K+ 3.11% |
$966K - $1.11M
|
61.3K
$35.6M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.14KNew |
$598K - $687K
|
1.14K
$663K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
28+ 5.93% |
$14.6K - $16.8K
|
500
$290K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
966New |
$505K - $581K
|
966
$560K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-172- 6.9% |
$89.9K - $103K
|
2.32K
$1.35M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-97- 1.5% |
$50.7K - $58.3K
|
6.38K
$3.7M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-73- 4.29% |
$38.2K - $43.9K
|
1.63K
$945K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 74.87% |
$77.9K - $89.6K
|
50
$29K
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-237- 10.26% |
$124K - $142K
|
2.07K
$1.2M
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-27- 3.26% |
$14.1K - $16.2K
|
802
$465K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-234- 1.15% |
$122K - $141K
|
20K
$11.6M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-20- 15.5% |
$10.5K - $12K
|
109
$63.2K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.4K
|
1.45K
$843K
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-73- 11.87% |
$38.2K - $43.9K
|
542
$314K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 6.7% |
$21.4K - $24.6K
|
653
$379K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5- 0.32% |
$2.61K - $3.01K
|
1.57K
$908K
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-72- 2.79% |
$37.7K - $43.3K
|
2.51K
$1.45M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 17.65% |
$78.4K - $90.2K
|
700
$406K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-155- 14.26% |
$81.1K - $93.2K
|
932
$541K
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-139- 2.11% |
$72.7K - $83.6K
|
6.45K
$3.74M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-291- 35.06% |
$152K - $175K
|
539
$313K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
340+ 21.24% |
$178K - $204K
|
1.94K
$1.13M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
912+ 1.32% |
$477K - $548K
|
70.1K
$40.6M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.35K+ 3382.5% |
$708K - $813K
|
1.39K
$808K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
404+ 2.83% |
$211K - $243K
|
14.7K
$8.5M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92+ 39.66% |
$48.1K - $55.3K
|
324
$188K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
186+ 50.68% |
$97.3K - $112K
|
553
$321K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.11% |
$523 - $601
|
906
$525K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
70+ 1.08% |
$36.6K - $42.1K
|
6.55K
$3.8M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 3.27% |
$5.23K - $6.01K
|
296
$172K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-249- 27.39% |
$130K - $150K
|
660
$383K
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-50- 6.95% |
$26.1K - $30.1K
|
669
$388K
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-8- 1.08% |
$4.18K - $4.81K
|
735
$426K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
145+ 2.93% |
$75.8K - $87.2K
|
5.09K
$2.95M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-669- 7.37% |
$350K - $402K
|
8.41K
$4.88M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
387New |
$202K - $233K
|
387
$224K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
75+ 10.47% |
$39.2K - $45.1K
|
791
$459K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
500New |
$261K - $301K
|
500
$290K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 7.47% |
$1.27M - $1.46M
|
30K
$17.4M
|