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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
188New |
$92.4K - $105K
|
188
$107K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
857New |
$421K - $477K
|
857
$488K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-180- 10.13% |
$88.4K - $100K
|
1.6K
$909K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
302+ 94.08% |
$148K - $168K
|
623
$355K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
898New |
$441K - $500K
|
898
$511K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.35K- 58.59% |
$2.14M - $2.42M
|
3.07K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
515New |
$253K - $287K
|
515
$293K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
180New |
$88.4K - $100K
|
180
$102K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$491 - $556
|
1.25K
$709K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$638K - $722K
|
1.3K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
385New |
$189K - $214K
|
385
$219K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
379New |
$186K - $211K
|
379
$216K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.03K+ 9.08% |
$507K - $574K
|
12.4K
$7.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.22K- 75.23% |
$597K - $676K
|
400
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.55KNew |
$761K - $861K
|
1.55K
$881K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 2.93% |
$3.93K - $4.45K
|
265
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
470New |
$231K - $262K
|
470
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.85KNew |
$907K - $1.03M
|
1.85K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.68K- 80.88% |
$825K - $934K
|
397
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
475New |
$233K - $264K
|
475
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.02KNew |
$503K - $569K
|
1.02K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
200New |
$98.3K - $111K
|
200
$114K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
818+ 53.15% |
$402K - $455K
|
2.36K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-74- 82.22% |
$36.4K - $41.2K
|
16
$9.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.37% |
$491 - $556
|
271
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
1.49KNew |
$730K - $826K
|
1.49K
$845K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-50- 11.49% |
$24.6K - $27.8K
|
385
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-45Closed |
$22.1K - $25K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
118+ 2.58% |
$58K - $65.7K
|
4.69K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 1.03% |
$19.7K - $22.3K
|
3.85K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
383New |
$188K - $213K
|
383
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
394New |
$194K - $219K
|
394
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-751- 66.58% |
$369K - $418K
|
377
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-4- 0.65% |
$1.97K - $2.23K
|
615
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.8K- 90.32% |
$1.38M - $1.56M
|
300
$171K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.55K- 36.89% |
$1.25M - $1.42M
|
4.36K
$2.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-58- 8.95% |
$28.5K - $32.3K
|
590
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
379New |
$186K - $211K
|
379
$216K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
402New |
$198K - $224K
|
402
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.39K- 31.89% |
$681K - $771K
|
2.96K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
361New |
$177K - $201K
|
361
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
37+ 3.42% |
$18.2K - $20.6K
|
1.12K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
448New |
$220K - $249K
|
448
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 67.21% |
$20.1K - $22.8K
|
20
$11.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-869- 27.75% |
$427K - $484K
|
2.26K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-40- 5.1% |
$19.7K - $22.3K
|
745
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-19- 3.61% |
$9.34K - $10.6K
|
508
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-40- 5.12% |
$19.7K - $22.3K
|
742
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 6.97% |
$22.6K - $25.6K
|
706
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
91+ 2.31% |
$44.7K - $50.6K
|
4.03K
$2.3M
|