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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
40+ 7.94% |
$20.7K - $22.2K
|
544
$322K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$517 - $556
|
1.74K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-43- 6.16% |
$22.2K - $23.9K
|
655
$388K
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-12- 2.06% |
$6.2K - $6.67K
|
570
$338K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 10.8% |
$25.8K - $27.8K
|
413
$245K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12- 27.91% |
$6.2K - $6.67K
|
31
$18.4K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-107- 20.11% |
$55.3K - $59.5K
|
425
$252K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 153.16% |
$789K - $849K
|
2.52K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
572New |
$295K - $318K
|
572
$339K
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-627- 20.65% |
$324K - $349K
|
2.41K
$1.43M
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.97% |
$7.75K - $8.34K
|
1.54K
$910K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 4.78% |
$5.17K - $5.56K
|
199
$118K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-240- 21.05% |
$124K - $133K
|
900
$533K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
44New |
$22.7K - $24.5K
|
44
$26.1K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
190+ 20.52% |
$98.1K - $106K
|
1.12K
$661K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.5KNew |
$1.29M - $1.39M
|
2.5K
$1.48M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 63.64% |
$3.62K - $3.89K
|
4
$2.37K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
166New |
$85.7K - $92.3K
|
166
$98.3K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
180+ 22.81% |
$93K - $100K
|
969
$574K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-12.9K- 5.0% |
$6.65M - $7.16M
|
245K
$145M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-10- 2.19% |
$5.17K - $5.56K
|
447
$265K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.4KNew |
$3.82M - $4.12M
|
7.4K
$4.38M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.6KNew |
$32.9M - $35.4M
|
63.6K
$37.7M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-633- 26.38% |
$327K - $352K
|
1.77K
$1.05M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
482New |
$249K - $268K
|
482
$285K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
120+ 4.98% |
$62K - $66.7K
|
2.53K
$1.5M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19+ 4.65% |
$9.81K - $10.6K
|
428
$253K
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.85K+ 74.8% |
$1.47M - $1.59M
|
6.66K
$3.94M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 84.75% |
$77.5K - $83.4K
|
27
$16K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
839New |
$433K - $467K
|
839
$497K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$517 - $556
|
4.72K
$2.8M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.16K+ 2.91% |
$1.11M - $1.2M
|
76.3K
$45.2M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.21K- 29.28% |
$1.14M - $1.23M
|
5.35K
$3.17M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1- 2.22% |
$517 - $556
|
44
$26.1K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
300New |
$155K - $167K
|
300
$178K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-155- 22.17% |
$80.1K - $86.2K
|
544
$322K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
57New |
$29.4K - $31.7K
|
57
$33.8K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
22New |
$11.4K - $12.2K
|
22
$13K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.08% |
$1.55K - $1.67K
|
3.82K
$2.26M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-94- 4.59% |
$48.6K - $52.3K
|
1.96K
$1.16M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-148- 2.3% |
$76.4K - $82.3K
|
6.29K
$3.73M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-135- 28.91% |
$69.7K - $75.1K
|
332
$197K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.58% |
$2.58K - $2.78K
|
863
$511K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
300+ 7.7% |
$155K - $167K
|
4.2K
$2.49M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
50New |
$25.8K - $27.8K
|
50
$29.6K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-105- 17.33% |
$54.2K - $58.4K
|
501
$297K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-99- 6.31% |
$51.1K - $55.1K
|
1.47K
$871K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$1.03K - $1.11K
|
1.36K
$807K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-16- 3.23% |
$8.26K - $8.9K
|
480
$284K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
376New |
$194K - $209K
|
376
$223K
|