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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-99- 12.77% |
$51.9K - $56.6K
|
676
$389K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
119New |
$62.3K - $68.1K
|
119
$68.5K
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
25.3KNew |
$13.3M - $14.5M
|
25.3K
$14.6M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-92- 5.31% |
$48.2K - $52.6K
|
1.64K
$945K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 3.81% |
$52.4K - $57.2K
|
2.53K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.66% |
$524 - $572
|
150
$86.4K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 2.2% |
$5.24K - $5.72K
|
445
$256K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
344+ 100.0% |
$180K - $197K
|
688
$396K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
43+ 2.14% |
$22.5K - $24.6K
|
2.05K
$1.18M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-9- 0.82% |
$4.71K - $5.15K
|
1.09K
$626K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.32% |
$1.57K - $1.72K
|
943
$543K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$10.5K - $11.4K
|
20
$11.5K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-23- 1.8% |
$12K - $13.2K
|
1.26K
$724K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
872+ 102.23% |
$457K - $499K
|
1.73K
$993K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 200.0% |
$1.05K - $1.14K
|
3
$1.73K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-93- 0.84% |
$48.7K - $53.2K
|
11K
$6.35M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.27% |
$5.24K - $5.72K
|
3.68K
$2.12M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
89+ 3.43% |
$46.6K - $50.9K
|
2.69K
$1.55M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-87- 15.59% |
$45.6K - $49.8K
|
471
$271K
|
|
Oct 31, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
249New |
$130K - $142K
|
249
$143K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12+ 0.5% |
$6.29K - $6.86K
|
2.41K
$1.39M
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 11.0% |
$29.9K - $32.6K
|
575
$331K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 2.63% |
$13.1K - $14.3K
|
925
$533K
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-48- 11.82% |
$25.1K - $27.5K
|
358
$206K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51+ 12.35% |
$26.7K - $29.2K
|
464
$267K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86- 16.38% |
$45.1K - $49.2K
|
439
$253K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$18.9K - $20.6K
|
36
$20.7K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
372New |
$195K - $213K
|
372
$214K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.39KNew |
$729K - $796K
|
1.39K
$802K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 12.07% |
$36.7K - $40K
|
650
$374K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119+ 43.59% |
$62.3K - $68.1K
|
392
$226K
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-152- 21.97% |
$79.6K - $86.9K
|
540
$311K
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
24.9KNew |
$13M - $14.2M
|
24.9K
$14.3M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.17% |
$524 - $572
|
47
$27.1K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.22% |
$524 - $572
|
453
$261K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$5.24K - $5.72K
|
10
$5.76K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-30- 3.6% |
$15.7K - $17.2K
|
804
$463K
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-6.12K- 92.45% |
$3.21M - $3.5M
|
500
$288K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 1.38% |
$7.33K - $8.01K
|
1K
$576K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-216- 0.64% |
$113K - $124K
|
33.4K
$19.3M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
411New |
$215K - $235K
|
411
$237K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$83.3K - $91K
|
159
$91.6K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80- 7.36% |
$41.9K - $45.8K
|
1.01K
$580K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.81K+ 0.49% |
$949K - $1.04M
|
369K
$212M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 1.37% |
$1.06M - $1.15M
|
149K
$85.7M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 31.58% |
$3.14K - $3.43K
|
13
$7.49K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
535New |
$280K - $306K
|
535
$308K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-35- 33.33% |
$18.3K - $20K
|
70
$40.3K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114+ 21.88% |
$59.7K - $65.2K
|
635
$366K
|