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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.97KClosed |
$1.6M - $1.96M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$2.42K - $2.96K
|
6
$3.31K
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.04% |
$3.22K - $3.95K
|
21.3K
$11.7M
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-425Closed |
$171K - $210K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
81+ 6.94% |
$32.6K - $40K
|
1.25K
$688K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-23- 44.23% |
$9.26K - $11.4K
|
29
$16K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-55- 8.5% |
$22.1K - $27.2K
|
592
$326K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
521New |
$210K - $257K
|
521
$287K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-760Closed |
$306K - $375K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.01KClosed |
$809K - $992K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-425Closed |
$171K - $210K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7.73KClosed |
$3.11M - $3.82M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-18.1KClosed |
$7.31M - $8.96M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-85Closed |
$34.2K - $42K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.45KClosed |
$582K - $713K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.18% |
$403 - $494
|
565
$311K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11Closed |
$4.43K - $5.43K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
48+ 2.79% |
$19.3K - $23.7K
|
1.77K
$973K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-620Closed |
$250K - $306K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-250Closed |
$101K - $123K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 5.0% |
$10.1K - $12.3K
|
475
$262K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
142New |
$57.2K - $70.1K
|
142
$78.3K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
500New |
$201K - $247K
|
500
$276K
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-14.8KClosed |
$5.97M - $7.32M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-950Closed |
$382K - $469K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-644Closed |
$259K - $318K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$40.3K - $49.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
96+ 7.23% |
$38.6K - $47.4K
|
1.42K
$784K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 2.15% |
$16.1K - $19.8K
|
1.9K
$1.05M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.23% |
$403 - $494
|
431
$238K
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-414Closed |
$167K - $204K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-110Closed |
$44.3K - $54.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
51+ 2.03% |
$20.5K - $25.2K
|
2.57K
$1.42M
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-410Closed |
$165K - $202K
|
0
$0
|
|
Q1 2022 | |||||||
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-654Closed |
$300K - $341K
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.59KClosed |
$1.19M - $1.35M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-45Closed |
$20.7K - $23.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-26Closed |
$11.9K - $13.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-505Closed |
$232K - $263K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-401Closed |
$184K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.76K- 37.74% |
$3.1M - $3.53M
|
11.2K
$6.15M
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-731Closed |
$336K - $381K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-600Closed |
$276K - $313K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-225Closed |
$103K - $117K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-684Closed |
$314K - $357K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-41- 0.97% |
$18.8K - $21.4K
|
4.2K
$2.31M
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-494Closed |
$227K - $258K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$1.38K - $1.57K
|
3
$1.65K
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-979Closed |
$450K - $511K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-639Closed |
$293K - $333K
|
0
$0
|