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 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 1.39% |
$20.3K - $22.3K
|
2.63K
$1.41M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-548- 0.44% |
$309K - $340K
|
124K
$66.7M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-73- 6.61% |
$41.2K - $45.3K
|
1.03K
$555K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 1.39% |
$56.4K - $62K
|
7.1K
$3.82M
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-168- 2.21% |
$94.8K - $104K
|
7.43K
$3.99M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
17+ 3.14% |
$9.59K - $10.5K
|
559
$301K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12- 0.08% |
$6.77K - $7.44K
|
15.5K
$8.36M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-132- 0.2% |
$74.4K - $81.9K
|
65.5K
$35.3M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-7- 1.94% |
$3.95K - $4.34K
|
354
$190K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-331- 3.66% |
$187K - $205K
|
8.71K
$4.68M
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-24- 4.59% |
$13.5K - $14.9K
|
499
$268K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.86KNew |
$2.74M - $3.02M
|
4.86K
$2.62M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
18New |
$10.2K - $11.2K
|
18
$9.68K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.15% |
$564 - $620
|
660
$355K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 22.68% |
$17.1M - $18.8M
|
103K
$55.5M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
619New |
$349K - $384K
|
619
$333K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
39.8KNew |
$22.5M - $24.7M
|
39.8K
$21.4M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$11.3K - $12.4K
|
7.38K
$3.97M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.15% |
$1.69K - $1.86K
|
2.06K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
25.3K+ 174.72% |
$14.3M - $15.7M
|
39.8K
$21.4M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.72K+ 5.9% |
$970K - $1.07M
|
30.9K
$16.6M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-35- 3.21% |
$19.7K - $21.7K
|
1.05K
$567K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-334- 3.69% |
$188K - $207K
|
8.71K
$4.69M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-13- 1.49% |
$7.33K - $8.06K
|
858
$462K
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-368- 0.3% |
$208K - $228K
|
121K
$64.9M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.04% |
$564 - $620
|
50
$26.9K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-483- 0.93% |
$272K - $300K
|
51.4K
$27.6M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
723+ 40.99% |
$408K - $448K
|
2.49K
$1.34M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.19% |
$2.26K - $2.48K
|
2.1K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
991New |
$559K - $615K
|
991
$533K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$2.82K - $3.1K
|
5
$2.69K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-228- 6.41% |
$129K - $141K
|
3.33K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 0.81% |
$35K - $38.4K
|
7.73K
$4.16M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.2% |
$54.1K - $59.5K
|
7.88K
$4.24M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.24K- 0.48% |
$699K - $769K
|
254K
$137M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
148+ 2.4% |
$83.5K - $91.8K
|
6.31K
$3.39M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
117+ 23.17% |
$66K - $72.6K
|
622
$335K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-19.7K- 86.81% |
$11.1M - $12.2M
|
2.99K
$1.61M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.25% |
$2.82K - $3.1K
|
2.03K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.38K- 11.06% |
$1.34M - $1.47M
|
19.1K
$10.3M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 8.85% |
$28.2K - $31K
|
615
$331K
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
29.2KNew |
$16.5M - $18.1M
|
29.2K
$15.7M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
151+ 0.42% |
$85.2K - $93.6K
|
36.2K
$19.4M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1- 0.04% |
$564 - $620
|
2.37K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 43.49% |
$138K - $151K
|
317
$171K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$22.1K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
87New |
$49.1K - $54K
|
87
$46.8K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.63% |
$1.69K - $1.86K
|
471
$253K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.45% |
$5.08K - $5.58K
|
611
$329K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 1.41% |
$5.64K - $6.2K
|
697
$375K
|