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 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
211New |
$72.5K - $89K
|
211
$122K
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-1.25KClosed |
$428K - $525K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.08KNew |
$2.43M - $2.99M
|
7.08K
$4.11M
|
|
Q3 2020 | |||||||
May 20, 2022
Q3 2020
|
True North Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$2.23M - $2.52M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-105Closed |
$33.4K - $37.7K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
CALL |
-16KClosed |
$5.1M - $5.74M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26New |
$8.28K - $9.33K
|
26
$15.1K
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-450Closed |
$143K - $161K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-750Closed |
$239K - $269K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Eidelman Virant Capital
|
SELL
|
- |
-1.05KClosed |
$334K - $377K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-100Closed |
$31.8K - $35.9K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.96KNew |
$1.58M - $1.78M
|
4.96K
$2.88M
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-50Closed |
$15.9K - $17.9K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.28KClosed |
$2M - $2.25M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-178- 12.95% |
$56.7K - $63.8K
|
1.2K
$694K
|
|
Oct 23, 2020
Q3 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-100Closed |
$31.8K - $35.9K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-763Closed |
$243K - $274K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37New |
$11.8K - $13.3K
|
37
$21.5K
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-696Closed |
$222K - $250K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-14Closed |
$4.46K - $5.02K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-990Closed |
$315K - $355K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 35.3% |
$125K - $183K
|
1.97K
$1.14M
|
|
Nov 23, 2020
Q2 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.3KClosed |
$316K - $462K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-102Closed |
$24.8K - $36.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2Closed |
$486 - $710
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$48.6K - $71K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-27Closed |
$6.56K - $9.59K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-38Closed |
$9.24K - $13.5K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-64- 11.35% |
$15.6K - $22.7K
|
500
$290K
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
PUT |
30New |
$7.29K - $10.7K
|
30
$17.4K
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-4.5K- 93.75% |
$1.09M - $1.6M
|
300
$174K
|
|
Aug 12, 2020
Q2 2020
|
Check Capital Management Inc
|
SELL
|
- |
-1.05KClosed |
$255K - $373K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.15KClosed |
$279K - $408K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.88KClosed |
$456K - $666K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
818New |
$199K - $291K
|
818
$474K
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$2.5M - $3.65M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-850Closed |
$207K - $302K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-861Closed |
$209K - $306K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.52KClosed |
$1.1M - $1.6M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.32KClosed |
$322K - $470K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
172New |
$41.8K - $61.1K
|
172
$99.8K
|
|
Jul 23, 2020
Q2 2020
|
Regents Of The University Of California
|
BUY
|
- |
5.6KNew |
$1.36M - $1.99M
|
5.6K
$3.25M
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.98KClosed |
$723K - $1.06M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-962Closed |
$234K - $342K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-828Closed |
$201K - $294K
|
0
$0
|
|
Q1 2020 | |||||||
May 18, 2020
Q1 2020
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-18.5KClosed |
$4.09M - $7.1M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-10.7KClosed |
$2.37M - $4.12M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-15.4KClosed |
$3.4M - $5.91M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-696Closed |
$154K - $267K
|
0
$0
|