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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
400New |
$170K - $205K
|
400
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$850 - $1.03K
|
699
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
404New |
$172K - $207K
|
404
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-99- 17.01% |
$42.1K - $50.7K
|
483
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-7- 0.05% |
$2.98K - $3.59K
|
14.6K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.9KNew |
$1.66M - $2M
|
3.9K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
114New |
$48.5K - $58.4K
|
114
$66.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.02KNew |
$858K - $1.03M
|
2.02K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
430New |
$183K - $220K
|
430
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
201+ 8.39% |
$85.4K - $103K
|
2.6K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4- 0.36% |
$1.7K - $2.05K
|
1.09K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$589K - $710K
|
1.39K
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11+ 3.22% |
$4.68K - $5.64K
|
353
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-44- 0.43% |
$18.7K - $22.6K
|
10.2K
$5.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-24- 0.86% |
$10.2K - $12.3K
|
2.78K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-165- 10.2% |
$70.1K - $84.6K
|
1.45K
$843K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
414New |
$176K - $212K
|
414
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-302- 87.28% |
$128K - $155K
|
44
$25.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-24.2K- 98.07% |
$10.3M - $12.4M
|
475
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-192- 29.22% |
$81.6K - $98.4K
|
465
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$21.3K - $25.6K
|
50
$29K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
418New |
$178K - $214K
|
418
$242K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
424New |
$180K - $217K
|
424
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-399- 76.15% |
$170K - $205K
|
125
$72.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
420New |
$179K - $215K
|
420
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
422New |
$179K - $216K
|
422
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
235New |
$99.9K - $120K
|
235
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
426New |
$181K - $218K
|
426
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1KNew |
$425K - $513K
|
1K
$580K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-75- 48.7% |
$31.9K - $38.4K
|
79
$45.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
430New |
$183K - $220K
|
430
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.64% |
$4.25K - $5.13K
|
1.56K
$905K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
400New |
$170K - $205K
|
400
$232K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 5.42% |
$12.3K - $14.9K
|
564
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
425New |
$181K - $218K
|
425
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3- 0.37% |
$1.28K - $1.54K
|
798
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38- 6.96% |
$16.2K - $19.5K
|
508
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$37K - $44.6K
|
87
$50.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
524New |
$223K - $269K
|
524
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
400New |
$170K - $205K
|
400
$232K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
400New |
$170K - $205K
|
400
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 38.89% |
$17.9K - $21.5K
|
66
$38.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$36M
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.18% |
$451 - $498
|
551
$320K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
41New |
$18.5K - $20.4K
|
41
$23.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$4.96K - $5.48K
|
11
$6.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
45.3KNew |
$20.4M - $22.6M
|
45.3K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.45% |
$22.5K - $24.9K
|
11.1K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$555K - $613K
|
1.23K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.83K- 7.94% |
$2.18M - $2.41M
|
56K
$32.5M
|
|