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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
9.16K+ 97.71% |
$3.75M - $4.31M
|
18.5K
$10M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
11KNew |
$4.49M - $5.16M
|
11K
$5.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-79- 15.13% |
$32.3K - $37.2K
|
443
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
110New |
$45K - $51.8K
|
110
$59.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-240- 54.79% |
$98.3K - $113K
|
198
$107K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-16.7K- 90.7% |
$6.86M - $7.88M
|
1.72K
$931K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.39KNew |
$1.39M - $1.59M
|
3.39K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
500New |
$205K - $235K
|
500
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$819 - $941
|
2
$1.08K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.21K+ 12.13% |
$905K - $1.04M
|
20.4K
$11.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-55- 5.93% |
$22.5K - $25.9K
|
873
$473K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
645New |
$264K - $304K
|
645
$350K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
649New |
$266K - $305K
|
649
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
45New |
$18.4K - $21.2K
|
45
$24.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
113New |
$46.3K - $53.2K
|
113
$61.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-232- 29.0% |
$95K - $109K
|
568
$308K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
470New |
$192K - $221K
|
470
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
650+ 1.06% |
$266K - $306K
|
62.2K
$33.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
17.1KNew |
$7M - $8.05M
|
17.1K
$9.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$573K - $659K
|
1.4K
$759K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
200New |
$81.9K - $94.1K
|
200
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-463- 6.31% |
$190K - $218K
|
6.88K
$3.73M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$909K - $1.04M
|
2.22K
$1.2M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1Closed |
$402 - $481
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-91- 0.58% |
$36.5K - $43.8K
|
15.7K
$8.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.48K- 20.79% |
$995K - $1.19M
|
9.44K
$5.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
140+ 155.56% |
$56.2K - $67.3K
|
230
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.1KNew |
$842K - $1.01M
|
2.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-268- 9.17% |
$108K - $129K
|
2.65K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-14- 10.85% |
$5.62K - $6.73K
|
115
$62.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.13% |
$28.5K - $34.2K
|
54.6K
$29.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.2KClosed |
$5.32M - $6.37M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-75- 2.05% |
$30.1K - $36.1K
|
3.59K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4- 0.47% |
$1.61K - $1.92K
|
845
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
500+ 125.0% |
$201K - $241K
|
900
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21New |
$8.43K - $10.1K
|
21
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
506New |
$203K - $243K
|
506
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.21K+ 200.5% |
$1.29M - $1.55M
|
4.82K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
200+ 40.0% |
$80.3K - $96.2K
|
700
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-535- 40.14% |
$215K - $257K
|
798
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
248+ 0.22% |
$99.6K - $119K
|
111K
$60.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
23+ 3.17% |
$9.24K - $11.1K
|
748
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2K+ 285.71% |
$803K - $962K
|
2.7K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
576New |
$231K - $277K
|
576
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
939+ 2.68% |
$377K - $452K
|
36K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20+ 0.42% |
$8.03K - $9.62K
|
4.73K
$2.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1K- 53.76% |
$402K - $481K
|
860
$466K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
575New |
$231K - $277K
|
575
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.05KNew |
$823K - $986K
|
2.05K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
576New |
$231K - $277K
|
576
$312K
|
|