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 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-27- 1.64% |
$14.1K - $16.2K
|
1.62K
$937K
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
620New |
$324K - $373K
|
620
$360K
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.51K+ 960.43% |
$2.36M - $2.71M
|
4.98K
$2.89M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
157New |
$82.1K - $94.4K
|
157
$91.1K
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.57K+ 2.42% |
$823K - $946K
|
66.5K
$38.6M
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
90+ 0.53% |
$47.1K - $54.1K
|
17.2K
$9.99M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 7.73% |
$25.6K - $29.5K
|
683
$396K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.81K+ 97.93% |
$2.52M - $2.89M
|
9.73K
$5.64M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
692+ 16.65% |
$362K - $416K
|
4.85K
$2.81M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1.98K+ 4.46% |
$1.03M - $1.19M
|
46.4K
$26.9M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.2% |
$2.09K - $2.4K
|
2.04K
$1.18M
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-128- 0.63% |
$66.9K - $77K
|
20.1K
$11.6M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
159+ 4.21% |
$83.2K - $95.6K
|
3.94K
$2.28M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-124- 5.15% |
$64.8K - $74.5K
|
2.29K
$1.33M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-605- 1.26% |
$316K - $364K
|
47.3K
$27.4M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 2.22% |
$5.75K - $6.61K
|
507
$294K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
99+ 26.19% |
$51.8K - $59.5K
|
477
$277K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33+ 1.18% |
$18.6K - $20.5K
|
2.84K
$1.64M
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
617New |
$348K - $383K
|
617
$358K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 22.62% |
$9.39M - $10.3M
|
56.9K
$33M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.33K- 0.94% |
$747K - $822K
|
140K
$81.3M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
561New |
$316K - $348K
|
561
$325K
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
570New |
$321K - $353K
|
570
$331K
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$664K - $730K
|
1.18K
$683K
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-586- 50.0% |
$330K - $363K
|
586
$340K
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
570New |
$321K - $353K
|
570
$331K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-50- 2.91% |
$28.2K - $31K
|
1.67K
$969K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-51Closed |
$28.8K - $31.6K
|
0
$0
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-30- 9.65% |
$16.9K - $18.6K
|
281
$163K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16Closed |
$9.02K - $9.92K
|
0
$0
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
407New |
$230K - $252K
|
407
$236K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$564 - $620
|
1.74K
$1.01M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-309- 5.03% |
$174K - $192K
|
5.84K
$3.39M
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-1.32K- 11.18% |
$746K - $820K
|
10.5K
$6.09M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 1.42% |
$28.2K - $31K
|
3.56K
$2.06M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-4- 2.05% |
$2.26K - $2.48K
|
191
$111K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.74KNew |
$1.55M - $1.7M
|
2.74K
$1.59M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
134New |
$75.6K - $83.1K
|
134
$77.7K
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.2KNew |
$23.2M - $25.5M
|
41.2K
$23.9M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
200+ 23.95% |
$113K - $124K
|
1.04K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 12.6% |
$36.7K - $40.3K
|
451
$262K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.23% |
$10.2K - $11.2K
|
7.79K
$4.52M
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
221KNew |
$125M - $137M
|
221K
$128M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$23.8K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 2.8% |
$24.8K - $27.3K
|
1.61K
$935K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
22.5KNew |
$12.7M - $14M
|
22.5K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-80- 14.65% |
$45.1K - $49.6K
|
466
$270K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.97K+ 71.66% |
$1.67M - $1.84M
|
7.11K
$4.12M
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
30.4KNew |
$17.1M - $18.9M
|
30.4K
$17.6M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
499+ 8.46% |
$281K - $309K
|
6.4K
$3.71M
|