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 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
265+ 0.56% |
$139K - $152K
|
47.4K
$28.1M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-131- 3.94% |
$68.6K - $74.9K
|
3.19K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 0.82% |
$23.6K - $25.7K
|
5.46K
$3.23M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
397New |
$208K - $227K
|
397
$235K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-222- 5.18% |
$116K - $127K
|
4.06K
$2.41M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21- 1.42% |
$11K - $12K
|
1.45K
$861K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
622+ 9.12% |
$326K - $356K
|
7.44K
$4.41M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 2.39% |
$528K - $576K
|
43.1K
$25.5M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.46K- 53.33% |
$1.81M - $1.98M
|
3.03K
$1.79M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$29.6K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.2% |
$1.05K - $1.14K
|
1.01K
$599K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
77+ 1.65% |
$40.3K - $44K
|
4.74K
$2.81M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-81- 0.98% |
$42.4K - $46.3K
|
8.22K
$4.87M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$4.71K - $5.15K
|
9.69K
$5.74M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.68% |
$8.91K - $9.72K
|
2.48K
$1.47M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$577K - $630K
|
1.1K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-136- 1.99% |
$71.2K - $77.8K
|
6.69K
$3.96M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-392- 5.86% |
$205K - $224K
|
6.3K
$3.73M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
135+ 6.43% |
$70.7K - $77.2K
|
2.24K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
25+ 0.7% |
$13.1K - $14.3K
|
3.61K
$2.14M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-414- 36.13% |
$217K - $237K
|
732
$434K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 7.79% |
$31.4K - $34.3K
|
710
$420K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.77% |
$8.38K - $9.15K
|
2.05K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
348+ 41.18% |
$182K - $199K
|
1.19K
$707K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-178- 2.54% |
$93.2K - $102K
|
6.83K
$4.04M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-201- 5.74% |
$105K - $115K
|
3.3K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
74+ 1.9% |
$38.8K - $42.3K
|
3.97K
$2.35M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5+ 0.25% |
$2.62K - $2.86K
|
1.99K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
475+ 9.47% |
$249K - $272K
|
5.49K
$3.25M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-113- 3.18% |
$59.2K - $64.6K
|
3.44K
$2.04M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.24K+ 96.12% |
$649K - $708K
|
2.53K
$1.5M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.43% |
$1.05K - $1.14K
|
465
$275K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
118+ 3.73% |
$61.8K - $67.5K
|
3.29K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-3- 0.22% |
$1.57K - $1.72K
|
1.39K
$823K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 94.14% |
$5.47M - $5.97M
|
650
$385K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
27+ 0.52% |
$14.1K - $15.4K
|
5.25K
$3.11M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
63+ 0.95% |
$33K - $36K
|
6.69K
$3.96M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3- 0.53% |
$1.57K - $1.72K
|
559
$331K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.75% |
$5.76K - $6.29K
|
639
$378K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-246- 1.4% |
$129K - $141K
|
17.3K
$10.2M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-102- 2.63% |
$53.4K - $58.3K
|
3.77K
$2.24M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 4.45% |
$6.05M - $6.6M
|
248K
$147M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-154- 6.18% |
$80.7K - $88.1K
|
2.34K
$1.39M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63+ 15.71% |
$33K - $36K
|
464
$275K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.91K- 12.91% |
$1M - $1.09M
|
12.9K
$7.64M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
415+ 45.4% |
$217K - $237K
|
1.33K
$787K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-3- 0.33% |
$1.57K - $1.72K
|
899
$532K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 36.36% |
$10.5K - $11.4K
|
35
$20.7K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-365- 7.42% |
$191K - $209K
|
4.56K
$2.7M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 1.3% |
$9.43K - $10.3K
|
1.37K
$812K
|