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 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21- 1.42% |
$11K - $12K
|
1.45K
$777K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 2.39% |
$528K - $576K
|
43.1K
$23M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$26.7K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$577K - $630K
|
1.1K
$589K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 7.79% |
$31.4K - $34.3K
|
710
$380K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.77% |
$8.38K - $9.15K
|
2.05K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5+ 0.25% |
$2.62K - $2.86K
|
1.99K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-3- 0.22% |
$1.57K - $1.72K
|
1.39K
$743K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 94.14% |
$5.47M - $5.97M
|
650
$348K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
63+ 0.95% |
$33K - $36K
|
6.69K
$3.58M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3- 0.53% |
$1.57K - $1.72K
|
559
$299K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 36.36% |
$10.5K - $11.4K
|
35
$18.7K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 1.3% |
$9.43K - $10.3K
|
1.37K
$733K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.7K- 50.0% |
$891K - $972K
|
1.7K
$909K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$524 - $572
|
1.08K
$577K
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
63+ 8.31% |
$33K - $36K
|
821
$439K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
880+ 161.17% |
$461K - $503K
|
1.43K
$762K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
604New |
$316K - $346K
|
604
$323K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-30- 6.98% |
$15.7K - $17.2K
|
400
$214K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.88% |
$5.24K - $5.72K
|
1.15K
$615K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
510New |
$267K - $292K
|
510
$273K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-132K- 99.96% |
$69.1M - $75.5M
|
55
$29.4K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35New |
$18.3K - $20K
|
35
$18.7K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 3.85% |
$524 - $572
|
25
$13.4K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.05K - $1.14K
|
1.06K
$569K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
902New |
$473K - $516K
|
902
$482K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$2.1K - $2.29K
|
1.29K
$690K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$190K - $208K
|
363
$194K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
343+ 14.91% |
$180K - $196K
|
2.64K
$1.41M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-170- 34.14% |
$89.1K - $97.2K
|
328
$175K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-25- 53.19% |
$13.1K - $14.3K
|
22
$11.8K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 0.75% |
$6.29K - $6.86K
|
1.61K
$858K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.95% |
$13.1K - $14.3K
|
445
$238K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
98+ 61.25% |
$51.3K - $56.1K
|
258
$138K
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
370New |
$194K - $212K
|
370
$198K
|
|
Q2 2024 | |||||||
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-100- 14.58% |
$51.7K - $55.6K
|
586
$313K
|
|
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
$423K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
427New |
$221K - $237K
|
427
$228K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
91New |
$47K - $50.6K
|
91
$48.7K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$7.23K - $7.79K
|
14
$7.48K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$64.6K - $69.5K
|
125
$66.8K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 50.0% |
$25.8K - $27.8K
|
50
$26.7K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-40- 5.08% |
$20.7K - $22.2K
|
747
$399K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 9.73% |
$11.4K - $12.2K
|
204
$109K
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
465New |
$240K - $259K
|
465
$249K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.19K+ 13.6% |
$615K - $662K
|
9.94K
$5.31M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7- 6.54% |
$3.62K - $3.89K
|
100
$53.5K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-119- 4.27% |
$61.5K - $66.2K
|
2.67K
$1.43M
|