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 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
120+ 1.17% |
$62.9K - $68.6K
|
10.4K
$5.89M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 31.58% |
$3.14K - $3.43K
|
13
$7.4K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
105+ 0.73% |
$55K - $60.1K
|
14.5K
$8.25M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-249- 1.69% |
$130K - $142K
|
14.5K
$8.26M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
75+ 2.38% |
$39.3K - $42.9K
|
3.22K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
492+ 1.55% |
$258K - $281K
|
32.3K
$18.4M
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-98- 2.28% |
$51.3K - $56.1K
|
4.21K
$2.39M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.17% |
$3.14K - $3.43K
|
3.44K
$1.96M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
70+ 6.73% |
$36.7K - $40K
|
1.11K
$632K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
535New |
$280K - $306K
|
535
$305K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-35- 33.33% |
$18.3K - $20K
|
70
$39.8K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.38% |
$524 - $572
|
266
$151K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
69+ 0.96% |
$36.1K - $39.5K
|
7.23K
$4.12M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.1% |
$524 - $572
|
1.05K
$596K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114+ 21.88% |
$59.7K - $65.2K
|
635
$361K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
426New |
$223K - $244K
|
426
$243K
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-63- 6.86% |
$33K - $36K
|
855
$487K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-918- 38.98% |
$481K - $525K
|
1.44K
$818K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 24.79% |
$783K - $855K
|
7.53K
$4.28M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-203- 4.13% |
$106K - $116K
|
4.72K
$2.69M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-9.99K- 93.46% |
$5.23M - $5.72M
|
699
$398K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32- 2.79% |
$16.8K - $18.3K
|
1.12K
$635K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-161- 2.54% |
$84.3K - $92.1K
|
6.18K
$3.52M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.14% |
$1.05K - $1.14K
|
1.39K
$790K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.06% |
$21K - $22.9K
|
61.7K
$35.1M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 1.1% |
$4.19K - $4.58K
|
719
$409K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-361- 4.18% |
$189K - $206K
|
8.27K
$4.71M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
486+ 10.89% |
$255K - $278K
|
4.95K
$2.82M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
338+ 26.66% |
$177K - $193K
|
1.61K
$914K
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-47- 9.34% |
$24.6K - $26.9K
|
456
$260K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
241+ 11.09% |
$126K - $138K
|
2.41K
$1.37M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 46.15% |
$660K - $720K
|
3.99K
$2.27M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-8- 0.25% |
$4.19K - $4.58K
|
3.22K
$1.83M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3- 0.52% |
$1.57K - $1.72K
|
573
$326K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
79+ 6.11% |
$41.4K - $45.2K
|
1.37K
$780K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
332+ 3.78% |
$174K - $190K
|
9.12K
$5.19M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.81K+ 4.46% |
$947K - $1.03M
|
42.3K
$24.1M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-80- 30.53% |
$41.9K - $45.8K
|
182
$104K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20- 2.35% |
$10.5K - $11.4K
|
830
$472K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-38- 18.81% |
$19.9K - $21.7K
|
164
$93.4K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
251+ 23.31% |
$131K - $144K
|
1.33K
$756K
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
229+ 10.07% |
$120K - $131K
|
2.5K
$1.43M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
124+ 1.08% |
$65K - $70.9K
|
11.6K
$6.61M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
185+ 2.08% |
$96.9K - $106K
|
9.07K
$5.16M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
19+ 3.17% |
$9.95K - $10.9K
|
619
$352K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15- 3.0% |
$7.86K - $8.58K
|
485
$276K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.86% |
$22.5K - $24.6K
|
2.27K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.42K- 90.68% |
$2.84M - $3.1M
|
557
$317K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-214- 1.03% |
$112K - $122K
|
20.6K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59- 5.32% |
$30.9K - $33.7K
|
1.05K
$597K
|