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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-762- 0.75% |
$430K - $473K
|
101K
$54.1M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.7K+ 51.31% |
$20.1M - $22.1M
|
105K
$56.6M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
95+ 2.09% |
$53.6K - $58.9K
|
4.65K
$2.5M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.17K+ 70.63% |
$1.22M - $1.35M
|
5.24K
$2.82M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-18- 3.34% |
$10.2K - $11.2K
|
521
$280K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 18.0% |
$25.4K - $27.9K
|
205
$110K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
258+ 33.86% |
$146K - $160K
|
1.02K
$549K
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-6.03K- 2.51% |
$3.4M - $3.74M
|
235K
$126M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
129New |
$72.8K - $80K
|
129
$69.4K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
10.7KNew |
$6.05M - $6.65M
|
10.7K
$5.77M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-71- 0.92% |
$40K - $44K
|
7.68K
$4.13M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-235- 2.45% |
$133K - $146K
|
9.37K
$5.04M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.46K- 7.39% |
$1.39M - $1.52M
|
30.8K
$16.6M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
44+ 7.47% |
$24.8K - $27.3K
|
633
$340K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.19K- 4.82% |
$1.8M - $1.98M
|
62.9K
$33.8M
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-56- 1.49% |
$31.6K - $34.7K
|
3.71K
$2M
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 2.76% |
$11.3K - $12.4K
|
705
$379K
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-98.4K- 97.59% |
$55.5M - $61M
|
2.43K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- 0.92% |
$2.26K - $2.48K
|
429
$231K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.1K+ 17.95% |
$34.4M - $37.9M
|
401K
$216M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.12KNew |
$633K - $696K
|
1.12K
$604K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-359- 0.52% |
$202K - $223K
|
69.1K
$37.2M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
577+ 25.62% |
$325K - $358K
|
2.83K
$1.52M
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
427New |
$241K - $265K
|
427
$230K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 116.13% |
$808K - $889K
|
2.67K
$1.43M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
269+ 32.02% |
$152K - $167K
|
1.11K
$597K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
477New |
$269K - $296K
|
477
$257K
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-258- 24.41% |
$146K - $160K
|
799
$430K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
153+ 0.89% |
$86.3K - $94.9K
|
17.3K
$9.31M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-119Closed |
$67.1K - $73.8K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.29% |
$7.33K - $8.06K
|
4.42K
$2.38M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 2.23% |
$901K - $990K
|
70.1K
$37.7M
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-134- 2.11% |
$75.6K - $83.1K
|
6.21K
$3.34M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-42- 3.31% |
$23.7K - $26K
|
1.23K
$660K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-6.58K- 21.24% |
$3.71M - $4.08M
|
24.4K
$13.1M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.5K+ 22.48% |
$848K - $933K
|
8.2K
$4.41M
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 3.2% |
$56.4K - $62K
|
3.02K
$1.63M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 63.33% |
$21.4K - $23.6K
|
22
$11.8K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$28.2K - $31K
|
50
$26.9K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-716- 5.03% |
$404K - $444K
|
13.5K
$7.27M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
476+ 2.96% |
$268K - $295K
|
16.6K
$8.92M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.46K+ 70.65% |
$1.95M - $2.14M
|
8.35K
$4.49M
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
165+ 6.6% |
$93.1K - $102K
|
2.67K
$1.43M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 53.07% |
$68.2K - $75K
|
349
$188K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
118+ 9.23% |
$66.6K - $73.2K
|
1.4K
$751K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-11- 2.36% |
$6.2K - $6.82K
|
455
$245K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
358New |
$202K - $222K
|
358
$193K
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-176- 12.96% |
$99.3K - $109K
|
1.18K
$636K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
967+ 12.07% |
$545K - $600K
|
8.98K
$4.83M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.8K- 7.06% |
$11.1M - $12.3M
|
260K
$140M
|