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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-165- 41.15% |
$86.3K - $99.2K
|
236
$137K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-74- 0.63% |
$38.7K - $44.5K
|
11.8K
$6.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-908- 15.43% |
$475K - $546K
|
4.98K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.09% |
$17.3K - $19.8K
|
36.3K
$21.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.73K- 27.46% |
$906K - $1.04M
|
4.58K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 200.0% |
$45K - $51.7K
|
129
$74.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
2.5K+ 16.14% |
$1.31M - $1.5M
|
18K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.37% |
$2.09K - $2.4K
|
1.08K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-117- 7.47% |
$61.2K - $70.3K
|
1.45K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
48+ 1.83% |
$25.1K - $28.9K
|
2.67K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 25.33% |
$99.9K - $115K
|
945
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-145- 24.45% |
$75.8K - $87.2K
|
448
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-86- 66.67% |
$45K - $51.7K
|
43
$24.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
208+ 1.44% |
$109K - $125K
|
14.7K
$8.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-111- 0.24% |
$58K - $66.7K
|
46.2K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-375- 1.82% |
$196K - $225K
|
20.3K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-67- 2.42% |
$35K - $40.3K
|
2.7K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.59% |
$4.18K - $4.81K
|
1.35K
$785K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
948+ 192.68% |
$496K - $570K
|
1.44K
$835K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9- 0.65% |
$4.71K - $5.41K
|
1.39K
$804K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
370+ 3.96% |
$193K - $222K
|
9.72K
$5.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3- 0.63% |
$1.57K - $1.8K
|
475
$275K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-401- 39.31% |
$210K - $241K
|
619
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.41% |
$3.14K - $3.61K
|
1.45K
$839K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-19- 15.7% |
$9.94K - $11.4K
|
102
$59.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-123- 2.37% |
$64.3K - $73.9K
|
5.07K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
190+ 2.04% |
$99.4K - $114K
|
9.51K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-69- 3.64% |
$36.1K - $41.5K
|
1.83K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-45- 2.21% |
$23.5K - $27.1K
|
2K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-60- 2.38% |
$31.4K - $36.1K
|
2.46K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.88K+ 142.43% |
$3.6M - $4.13M
|
11.7K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-325- 19.12% |
$170K - $195K
|
1.38K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 55.67% |
$262K - $301K
|
1.4K
$813K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
429+ 7.77% |
$224K - $258K
|
5.95K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.12K- 12.8% |
$583K - $670K
|
7.6K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
35+ 0.46% |
$18.3K - $21K
|
7.65K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.41KNew |
$735K - $845K
|
1.41K
$815K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.4K
|
1.45K
$840K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-500- 29.07% |
$261K - $301K
|
1.22K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-16- 1.29% |
$8.37K - $9.62K
|
1.22K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-219- 1.24% |
$115K - $132K
|
17.5K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 13.36% |
$46.5K - $53.5K
|
755
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.59K- 34.29% |
$834K - $958K
|
3.06K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9+ 0.33% |
$4.71K - $5.41K
|
2.76K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
537New |
$281K - $323K
|
537
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 5.63% |
$19.9K - $22.8K
|
637
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-126- 0.37% |
$65.9K - $75.7K
|
33.9K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-46- 3.81% |
$24.1K - $27.7K
|
1.16K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.7K- 68.11% |
$889K - $1.02M
|
796
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
55+ 8.81% |
$28.8K - $33.1K
|
679
$394K
|