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 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 21.65% |
$43.3K - $49.7K
|
362
$206K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
491+ 8.43% |
$213K - $244K
|
6.32K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
6KNew |
$2.6M - $2.98M
|
6K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
671+ 9.69% |
$291K - $334K
|
7.59K
$4.32M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$552K - $634K
|
1.28K
$726K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31K- 62.45% |
$566K - $650K
|
786
$447K
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-16.8K- 97.27% |
$7.26M - $8.33M
|
471
$268K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.72K+ 2.71% |
$744K - $854K
|
65.2K
$37.1M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4KNew |
$1.47M - $1.69M
|
3.4K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
40New |
$17.3K - $19.9K
|
40
$22.8K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-150- 50.0% |
$65K - $74.6K
|
150
$85.4K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
650New |
$282K - $323K
|
650
$370K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.5KNew |
$1.95M - $2.24M
|
4.5K
$2.56M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.06KNew |
$460K - $528K
|
1.06K
$605K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
250New |
$108K - $124K
|
250
$142K
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-150- 16.13% |
$65K - $74.6K
|
780
$444K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-234- 3.49% |
$101K - $116K
|
6.47K
$3.68M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.78% |
$1.73K - $1.99K
|
518
$295K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
114New |
$49.4K - $56.7K
|
114
$64.9K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
226New |
$97.9K - $112K
|
226
$129K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
586New |
$254K - $291K
|
586
$334K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.66% |
$2.17K - $2.49K
|
748
$426K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1- 5.0% |
$433 - $497
|
19
$10.8K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 5.07% |
$15.2K - $17.4K
|
656
$373K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$139K - $159K
|
320
$182K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30New |
$13K - $14.9K
|
30
$17.1K
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
450New |
$195K - $224K
|
450
$256K
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-42- 4.99% |
$18.2K - $20.9K
|
799
$455K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2New |
$866 - $994
|
2
$1.14K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
441New |
$191K - $219K
|
441
$251K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 16.13% |
$4.33K - $4.97K
|
52
$29.6K
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.47K
|
694
$395K
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$57.7M - $66.2M
|
133K
$75.8M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.16K+ 54.31% |
$936K - $1.07M
|
6.14K
$3.5M
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-9- 1.83% |
$3.9K - $4.47K
|
484
$276K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-62- 6.2% |
$26.9K - $30.8K
|
938
$534K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
150New |
$65K - $74.6K
|
150
$85.4K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9- 0.21% |
$3.9K - $4.47K
|
4.35K
$2.48M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$4.33K - $4.97K
|
10
$5.69K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-33- 6.13% |
$14.3K - $16.4K
|
505
$287K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$10.8K - $12.4K
|
25
$14.2K
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
444New |
$192K - $221K
|
444
$253K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
546+ 59.41% |
$236K - $271K
|
1.47K
$834K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
629New |
$272K - $313K
|
629
$358K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.78KNew |
$4.24M - $4.86M
|
9.78K
$5.57M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 14.29% |
$43.3K - $49.7K
|
800
$455K
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
11KNew |
$4.75M - $5.45M
|
11K
$6.24M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-42- 25.15% |
$18.2K - $20.9K
|
125
$71.2K
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 1.35% |
$21.7K - $24.9K
|
3.66K
$2.08M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-70- 28.57% |
$30.3K - $34.8K
|
175
$99.6K
|