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 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
250New |
$108K - $124K
|
250
$145K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-234- 3.49% |
$101K - $116K
|
6.47K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.78% |
$1.73K - $1.99K
|
518
$300K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
114New |
$49.4K - $56.7K
|
114
$66.1K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
226New |
$97.9K - $112K
|
226
$131K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
586New |
$254K - $291K
|
586
$340K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1- 5.0% |
$433 - $497
|
19
$11K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 5.07% |
$15.2K - $17.4K
|
656
$380K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$139K - $159K
|
320
$186K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30New |
$13K - $14.9K
|
30
$17.4K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
450New |
$195K - $224K
|
450
$261K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-42- 4.99% |
$18.2K - $20.9K
|
799
$463K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2New |
$866 - $994
|
2
$1.16K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
441New |
$191K - $219K
|
441
$256K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.47K
|
694
$402K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$57.7M - $66.2M
|
133K
$77.3M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.16K+ 54.31% |
$936K - $1.07M
|
6.14K
$3.56M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-9- 1.83% |
$3.9K - $4.47K
|
484
$281K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-62- 6.2% |
$26.9K - $30.8K
|
938
$544K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
150New |
$65K - $74.6K
|
150
$87K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9- 0.21% |
$3.9K - $4.47K
|
4.35K
$2.52M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$10.8K - $12.4K
|
25
$14.5K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
546+ 59.41% |
$236K - $271K
|
1.47K
$850K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
629New |
$272K - $313K
|
629
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.78KNew |
$4.24M - $4.86M
|
9.78K
$5.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 14.29% |
$43.3K - $49.7K
|
800
$464K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
11KNew |
$4.75M - $5.45M
|
11K
$6.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 1.35% |
$21.7K - $24.9K
|
3.66K
$2.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15New |
$6.5K - $7.46K
|
15
$8.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-44- 7.11% |
$19.1K - $21.9K
|
575
$333K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
983+ 11.27% |
$426K - $489K
|
9.71K
$5.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
629New |
$272K - $313K
|
629
$365K
|
|
| Q4 2022 | |||||||
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-38- 55.88% |
$15.6K - $17.9K
|
30
$17.4K
|
|
|
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
$600K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
188+ 10.8% |
$77K - $88.5K
|
1.93K
$1.12M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
319New |
$131K - $150K
|
319
$185K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
4+ 0.44% |
$1.64K - $1.88K
|
909
$527K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
460New |
$188K - $217K
|
460
$267K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19New |
$7.78K - $8.94K
|
19
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 50.0% |
$22.9K - $26.4K
|
56
$32.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
536New |
$219K - $252K
|
536
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
503New |
$206K - $237K
|
503
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.93K+ 153.01% |
$791K - $909K
|
3.19K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
48K+ 300.0% |
$19.7M - $22.6M
|
64K
$37.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$82.4M - $94.7M
|
201K
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
14.9KNew |
$6.11M - $7.02M
|
14.9K
$8.65M
|
|
|
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
$1.19M
|
|