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 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-466Closed |
$226K - $247K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.39K+ 122.51% |
$1.12M - $1.21M
|
4.34K
$2.52M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.4KClosed |
$2.53M - $2.73M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-288Closed |
$135K - $146K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 51.05% |
$567K - $612K
|
1.16K
$673K
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.22KClosed |
$570K - $616K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.18KClosed |
$2.43M - $2.62M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-513Closed |
$240K - $260K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
855New |
$400K - $433K
|
855
$496K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25Closed |
$11.7K - $12.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.37KClosed |
$2.05M - $2.21M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-10Closed |
$4.68K - $5.06K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
255+ 48.57% |
$119K - $129K
|
780
$452K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
199New |
$93.2K - $101K
|
199
$115K
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-34.1KClosed |
$16M - $17.3M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.16KClosed |
$2.88M - $3.12M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-572Closed |
$268K - $289K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
578New |
$271K - $292K
|
578
$335K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-446Closed |
$209K - $226K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-459Closed |
$215K - $232K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-10- 10.53% |
$4.68K - $5.06K
|
85
$49.3K
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-423Closed |
$198K - $214K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.79KClosed |
$838K - $906K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-32.1KClosed |
$15M - $16.2M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14New |
$6.65K - $7.07K
|
14
$8.12K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-766Closed |
$364K - $387K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.91KClosed |
$907K - $963K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-439Closed |
$209K - $222K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
427New |
$203K - $216K
|
427
$248K
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
PUT |
2.2KNew |
$1.05M - $1.11M
|
2.2K
$1.28M
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-548Closed |
$260K - $277K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-387Closed |
$184K - $195K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
250New |
$119K - $126K
|
250
$145K
|
|
Aug 12, 2021
Q2 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-554Closed |
$263K - $280K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12Closed |
$5.7K - $6.06K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$914K - $971K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-550Closed |
$261K - $278K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-128Closed |
$60.8K - $64.6K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-25Closed |
$11.9K - $12.6K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7Closed |
$3.33K - $3.53K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-8Closed |
$3.8K - $4.04K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-50Closed |
$23.8K - $25.2K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-30Closed |
$14.3K - $15.1K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.75KClosed |
$829K - $881K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-80Closed |
$38K - $40.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-20KClosed |
$9.52M - $10.1M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.86KClosed |
$881K - $936K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-99Closed |
$47K - $50K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-80Closed |
$38K - $40.4K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1Closed |
$475 - $505
|
0
$0
|