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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
13+ 2.38% |
$5.63K - $6.46K
|
560
$332K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15New |
$6.5K - $7.46K
|
15
$8.88K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-44- 7.11% |
$19.1K - $21.9K
|
575
$341K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
983+ 11.27% |
$426K - $489K
|
9.71K
$5.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
629New |
$272K - $313K
|
629
$373K
|
|
| Q4 2022 | |||||||
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-38- 55.88% |
$15.6K - $17.9K
|
30
$17.8K
|
|
|
Jun 21, 2024
Q4 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-765Closed |
$313K - $360K
|
0
$0
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$2.46K - $2.82K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
24+ 2.38% |
$9.83K - $11.3K
|
1.03K
$612K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
188+ 10.8% |
$77K - $88.5K
|
1.93K
$1.14M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
319New |
$131K - $150K
|
319
$189K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
4+ 0.44% |
$1.64K - $1.88K
|
909
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
460New |
$188K - $217K
|
460
$272K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19New |
$7.78K - $8.94K
|
19
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 50.0% |
$22.9K - $26.4K
|
56
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
536New |
$219K - $252K
|
536
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
503New |
$206K - $237K
|
503
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.93K+ 153.01% |
$791K - $909K
|
3.19K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
48K+ 300.0% |
$19.7M - $22.6M
|
64K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$82.4M - $94.7M
|
201K
$119M
|
|
|
Feb 14, 2023
Q4 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
14.9KNew |
$6.11M - $7.02M
|
14.9K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.76K+ 414.46% |
$2.36M - $2.71M
|
7.15K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.4KClosed |
$2.21M - $2.54M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$837K - $962K
|
2.04K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
859New |
$352K - $404K
|
859
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1New |
$409 - $471
|
1
$592
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
14New |
$5.73K - $6.59K
|
14
$8.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-10- 0.22% |
$4.09K - $4.71K
|
4.5K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-95- 15.97% |
$38.9K - $44.7K
|
500
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-200- 25.0% |
$81.9K - $94.1K
|
600
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
430New |
$176K - $202K
|
430
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$9.01K - $10.4K
|
22
$13K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
233+ 40.17% |
$95.4K - $110K
|
813
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
217+ 32.63% |
$88.9K - $102K
|
882
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
460New |
$188K - $217K
|
460
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
550New |
$225K - $259K
|
550
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$40.9K - $47.1K
|
100
$59.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-35- 2.07% |
$14.3K - $16.5K
|
1.66K
$980K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
15+ 1.35% |
$6.14K - $7.06K
|
1.13K
$669K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
443New |
$181K - $209K
|
443
$262K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-6- 0.4% |
$2.46K - $2.82K
|
1.5K
$890K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 4.87% |
$15.6K - $17.9K
|
818
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-2.68K- 72.8% |
$1.1M - $1.26M
|
1K
$592K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.09K- 66.77% |
$447K - $513K
|
543
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
496New |
$203K - $233K
|
496
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
505New |
$207K - $238K
|
505
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
472New |
$193K - $222K
|
472
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-483- 45.91% |
$198K - $227K
|
569
$337K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
117New |
$47.9K - $55.1K
|
117
$69.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4- 0.59% |
$1.64K - $1.88K
|
675
$400K
|
|