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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.08% |
$1.05K - $1.14K
|
2.44K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$2.1K - $2.29K
|
1.29K
$764K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-152- 0.47% |
$79.6K - $86.9K
|
31.9K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-76- 0.55% |
$39.8K - $43.5K
|
13.7K
$8.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
399+ 8.18% |
$209K - $228K
|
5.28K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$190K - $208K
|
363
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
69+ 1.65% |
$36.1K - $39.5K
|
4.26K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
314+ 18.32% |
$164K - $180K
|
2.03K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-45- 0.32% |
$23.6K - $25.7K
|
14.1K
$8.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$3.14K - $3.43K
|
1.95K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-65- 4.27% |
$34K - $37.2K
|
1.46K
$862K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
343+ 14.91% |
$180K - $196K
|
2.64K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-202- 2.03% |
$106K - $116K
|
9.76K
$5.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
1.9K+ 3.07% |
$997K - $1.09M
|
63.8K
$37.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-37- 2.01% |
$19.4K - $21.2K
|
1.81K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-170- 34.14% |
$89.1K - $97.2K
|
328
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.59K+ 8.34% |
$835K - $912K
|
20.7K
$12.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-25- 53.19% |
$13.1K - $14.3K
|
22
$13K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 3.1% |
$31.4K - $34.3K
|
1.87K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-35- 7.99% |
$18.3K - $20K
|
403
$239K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 0.75% |
$6.29K - $6.86K
|
1.61K
$951K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.95% |
$13.1K - $14.3K
|
445
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-283- 2.37% |
$148K - $162K
|
11.7K
$6.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-31- 3.3% |
$16.2K - $17.7K
|
909
$538K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-404- 0.8% |
$212K - $231K
|
49.9K
$29.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
679+ 10.44% |
$356K - $388K
|
7.18K
$4.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-1- 0.01% |
$524 - $572
|
19.9K
$11.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-70- 0.23% |
$36.7K - $40K
|
30.4K
$18M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-20- 1.21% |
$10.5K - $11.4K
|
1.63K
$964K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.65K+ 18.4% |
$3.48M - $3.8M
|
42.8K
$25.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-81.9K- 82.32% |
$42.9M - $46.8M
|
17.6K
$10.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.18% |
$1.05K - $1.14K
|
1.13K
$672K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
186+ 3.64% |
$97.4K - $106K
|
5.3K
$3.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
437New |
$229K - $250K
|
437
$259K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
98+ 61.25% |
$51.3K - $56.1K
|
258
$153K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-15- 2.76% |
$7.86K - $8.58K
|
529
$313K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
362+ 9.48% |
$190K - $207K
|
4.18K
$2.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 1.68% |
$530K - $579K
|
61.1K
$36.2M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-145- 0.73% |
$76K - $82.9K
|
19.7K
$11.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
370New |
$194K - $212K
|
370
$219K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-153- 4.49% |
$79K - $85.1K
|
3.25K
$1.93M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-14- 1.84% |
$7.23K - $7.79K
|
748
$443K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-440Closed |
$227K - $245K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
791New |
$409K - $440K
|
791
$468K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
427New |
$221K - $237K
|
427
$253K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
91New |
$47K - $50.6K
|
91
$53.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$7.23K - $7.79K
|
14
$8.29K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$64.6K - $69.5K
|
125
$74K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 50.0% |
$25.8K - $27.8K
|
50
$29.6K
|
|