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 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$524 - $572
|
756
$448K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.06KNew |
$2.65M - $2.89M
|
5.06K
$3M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$1.05K - $1.14K
|
746
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.7K- 50.0% |
$891K - $972K
|
1.7K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-224- 3.06% |
$117K - $128K
|
7.1K
$4.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-5- 0.16% |
$2.62K - $2.86K
|
3.12K
$1.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-15- 1.92% |
$7.86K - $8.58K
|
765
$453K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.33% |
$1.05K - $1.14K
|
605
$358K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.25K+ 23.7% |
$654K - $714K
|
6.51K
$3.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
871New |
$456K - $498K
|
871
$516K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-75- 1.63% |
$39.3K - $42.9K
|
4.53K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$524 - $572
|
1.08K
$639K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-242- 1.0% |
$127K - $138K
|
24.1K
$14.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-301- 1.75% |
$158K - $172K
|
16.9K
$10M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
63+ 8.31% |
$33K - $36K
|
821
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-32- 1.08% |
$16.8K - $18.3K
|
2.94K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
262+ 17.16% |
$137K - $150K
|
1.79K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
236New |
$124K - $135K
|
236
$140K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
880+ 161.17% |
$461K - $503K
|
1.43K
$845K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
604New |
$316K - $346K
|
604
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-30- 6.98% |
$15.7K - $17.2K
|
400
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.08% |
$1.05K - $1.14K
|
2.54K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 1.16% |
$1.57K - $1.72K
|
262
$155K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-357- 2.71% |
$187K - $204K
|
12.8K
$7.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
74+ 3.42% |
$38.8K - $42.3K
|
2.24K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.88% |
$5.24K - $5.72K
|
1.15K
$681K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$3.14K - $3.43K
|
1.94K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
510New |
$267K - $292K
|
510
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-80- 3.01% |
$41.9K - $45.8K
|
2.58K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.09K- 67.12% |
$569K - $621K
|
532
$315K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.12K- 46.82% |
$586K - $640K
|
1.27K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 14.17% |
$52.9K - $57.8K
|
814
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-6- 1.06% |
$3.14K - $3.43K
|
559
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-132K- 99.96% |
$69.1M - $75.5M
|
55
$32.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-145- 1.33% |
$76K - $82.9K
|
10.8K
$6.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.4% |
$1.05K - $1.14K
|
499
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
347+ 31.55% |
$182K - $198K
|
1.45K
$857K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
205+ 29.84% |
$107K - $117K
|
892
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35New |
$18.3K - $20K
|
35
$20.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 0.67% |
$27.2K - $29.7K
|
7.75K
$4.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 8.14% |
$883K - $964K
|
22.4K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
263+ 2.74% |
$138K - $150K
|
9.88K
$5.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 3.85% |
$524 - $572
|
25
$14.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.05K - $1.14K
|
1.06K
$630K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 7.62% |
$707K - $772K
|
19.1K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3+ 0.39% |
$1.57K - $1.72K
|
769
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
902New |
$473K - $516K
|
902
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.17KNew |
$1.14M - $1.24M
|
2.17K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-87- 4.58% |
$45.6K - $49.8K
|
1.81K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28+ 2.73% |
$14.7K - $16K
|
1.05K
$623K
|