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 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
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
252+ 10.18% |
$132K - $151K
|
2.73K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20+ 0.51% |
$10.5K - $12K
|
3.95K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.55% |
$27.7K - $31.9K
|
2.14K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 7.96% |
$36.6K - $42.1K
|
949
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.59% |
$2.61K - $3.01K
|
840
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-171- 4.46% |
$89.4K - $103K
|
3.67K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 38.06% |
$539K - $619K
|
3.74K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.14% |
$523 - $601
|
730
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18+ 0.76% |
$9.41K - $10.8K
|
2.39K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$17.3K - $19.8K
|
33
$19.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
35+ 0.37% |
$18.3K - $21K
|
9.51K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-34- 6.76% |
$17.8K - $20.4K
|
469
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.49% |
$27.2K - $31.3K
|
10.7K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
660New |
$345K - $397K
|
660
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-74- 3.79% |
$38.7K - $44.5K
|
1.88K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-60- 0.71% |
$31.4K - $36.1K
|
8.35K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180New |
$94.1K - $108K
|
180
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.5K+ 29.99% |
$15.9M - $18.3M
|
132K
$76.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.64K- 21.3% |
$858K - $987K
|
6.06K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-673- 3.52% |
$352K - $405K
|
18.5K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
377New |
$197K - $227K
|
377
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 47.33% |
$1.26M - $1.45M
|
7.53K
$4.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21+ 4.67% |
$11K - $12.6K
|
471
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 55.11% |
$576K - $662K
|
897
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-239- 10.12% |
$125K - $144K
|
2.12K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.74K- 6.12% |
$911K - $1.05M
|
26.7K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-727- 4.25% |
$380K - $437K
|
16.4K
$9.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 0.87% |
$18.3K - $21K
|
3.97K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-54- 1.22% |
$28.2K - $32.5K
|
4.36K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-333- 4.2% |
$174K - $200K
|
7.6K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
367+ 2.32% |
$192K - $221K
|
16.2K
$9.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9- 1.3% |
$4.71K - $5.41K
|
684
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
173+ 23.01% |
$90.5K - $104K
|
925
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-17- 0.57% |
$8.89K - $10.2K
|
2.97K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-20- 0.41% |
$10.5K - $12K
|
4.82K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-10- 28.57% |
$5.23K - $6.01K
|
25
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-193- 0.78% |
$101K - $116K
|
24.4K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
91New |
$47.6K - $54.7K
|
91
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 4.1% |
$1.57M - $1.81M
|
76.4K
$44.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-36- 59.02% |
$18.8K - $21.6K
|
25
$14.5K
|