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 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109New |
$48K - $52.2K
|
109
$64.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$13.2K - $14.4K
|
30
$17.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8- 1.78% |
$3.52K - $3.83K
|
442
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10- 1.88% |
$4.4K - $4.79K
|
523
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.07KNew |
$1.79M - $1.95M
|
4.07K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
280New |
$123K - $134K
|
280
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6- 1.31% |
$2.64K - $2.87K
|
453
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
5.37KNew |
$2.36M - $2.57M
|
5.37K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
915New |
$403K - $438K
|
915
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13K- 28.89% |
$5.72M - $6.23M
|
32K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
30+ 6.05% |
$13.2K - $14.4K
|
526
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26- 4.6% |
$11.4K - $12.5K
|
539
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
540New |
$238K - $259K
|
540
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 21.13% |
$730K - $795K
|
6.19K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-950- 26.76% |
$418K - $455K
|
2.6K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$8.8K - $9.58K
|
20
$11.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.97K- 0.51% |
$2.19M - $2.38M
|
966K
$572M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24- 0.56% |
$10.6K - $11.5K
|
4.24K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
256New |
$113K - $123K
|
256
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
55New |
$24.2K - $26.3K
|
55
$32.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-487- 96.25% |
$214K - $233K
|
19
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13New |
$5.72K - $6.23K
|
13
$7.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
988New |
$435K - $473K
|
988
$585K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.36K- 44.75% |
$1.48M - $1.61M
|
4.15K
$2.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135New |
$59.4K - $64.7K
|
135
$80K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-218- 15.17% |
$95.9K - $104K
|
1.22K
$722K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-160- 0.46% |
$70.4K - $76.6K
|
34.3K
$20.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.48KNew |
$651K - $708K
|
1.48K
$876K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
156+ 0.94% |
$68.6K - $74.7K
|
16.8K
$9.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
420New |
$185K - $201K
|
420
$249K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.25KNew |
$1.43M - $1.56M
|
3.25K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 0.49% |
$8.8K - $9.58K
|
4.09K
$2.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
185New |
$81.4K - $88.6K
|
185
$110K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
12+ 1.76% |
$5.28K - $5.75K
|
695
$412K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
94+ 10.83% |
$41.4K - $45K
|
962
$570K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.3KNew |
$6.75M - $7.35M
|
15.3K
$9.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.86% |
$49.7K - $54.1K
|
5.95K
$3.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
18+ 0.64% |
$7.92K - $8.62K
|
2.85K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.35% |
$1.32K - $1.44K
|
871
$516K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.08K - $3.35K
|
7
$4.15K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
195New |
$85.8K - $93.4K
|
195
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
861New |
$379K - $412K
|
861
$510K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
165+ 12.97% |
$72.6K - $79K
|
1.44K
$851K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-141- 7.66% |
$62K - $67.5K
|
1.7K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36- 13.19% |
$15.8K - $17.2K
|
237
$140K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 33.33% |
$18K - $19.6K
|
164
$97.1K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
130New |
$56.3K - $64.6K
|
130
$77K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32New |
$13.9K - $15.9K
|
32
$19K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.07K- 49.01% |
$462K - $530K
|
1.11K
$657K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.23KClosed |
$532K - $610K
|
0
$0
|
|