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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$21.3K - $25.6K
|
50
$29.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
418New |
$178K - $214K
|
418
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
424New |
$180K - $217K
|
424
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-399- 76.15% |
$170K - $205K
|
125
$74K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
420New |
$179K - $215K
|
420
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
422New |
$179K - $216K
|
422
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
235New |
$99.9K - $120K
|
235
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
426New |
$181K - $218K
|
426
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1KNew |
$425K - $513K
|
1K
$592K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-75- 48.7% |
$31.9K - $38.4K
|
79
$46.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
430New |
$183K - $220K
|
430
$255K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.64% |
$4.25K - $5.13K
|
1.56K
$924K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
400New |
$170K - $205K
|
400
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 5.42% |
$12.3K - $14.9K
|
564
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-303- 30.67% |
$129K - $155K
|
685
$406K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29+ 4.59% |
$12.3K - $14.9K
|
661
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
425New |
$181K - $218K
|
425
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3- 0.37% |
$1.28K - $1.54K
|
798
$473K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 6.96% |
$16.2K - $19.5K
|
508
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$37K - $44.6K
|
87
$51.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
524New |
$223K - $269K
|
524
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
400New |
$170K - $205K
|
400
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10- 1.64% |
$4.25K - $5.13K
|
600
$355K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
400New |
$170K - $205K
|
400
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 38.89% |
$17.9K - $21.5K
|
66
$39.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$36.7M
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38K+ 246.27% |
$1.07M - $1.19M
|
3.35K
$1.98M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.18% |
$451 - $498
|
551
$326K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
41New |
$18.5K - $20.4K
|
41
$24.3K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$4.96K - $5.48K
|
11
$6.51K
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
64K+ 143.82% |
$28.9M - $31.9M
|
109K
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
45.3KNew |
$20.4M - $22.6M
|
45.3K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.45% |
$22.5K - $24.9K
|
11.1K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$555K - $613K
|
1.23K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.43KNew |
$643K - $711K
|
1.43K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$2.62M - $2.89M
|
5.8K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.83K- 7.94% |
$2.18M - $2.41M
|
56K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
833New |
$376K - $415K
|
833
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.07K- 66.6% |
$934K - $1.03M
|
1.04K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$451 - $498
|
1
$592
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
53+ 1.9% |
$23.9K - $26.4K
|
2.85K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1KNew |
$451K - $498K
|
1K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.58KNew |
$712K - $787K
|
1.58K
$935K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
12.8KNew |
$5.77M - $6.37M
|
12.8K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$67.6K - $74.7K
|
150
$88.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
140+ 14.0% |
$63.1K - $69.8K
|
1.14K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.38KNew |
$1.97M - $2.18M
|
4.38K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
13+ 2.41% |
$5.86K - $6.48K
|
553
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
150New |
$67.6K - $74.7K
|
150
$88.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
76+ 14.81% |
$34.3K - $37.9K
|
589
$349K
|
|