Latest Institutional Purchases of Spdr S&P Midcap 400 ETF Trust (MDY)
This list provides information on the latest institutional transactions involving Spdr S&P Midcap 400 ETF Trust (MDY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
360New |
$177K - $200K
|
360
$205K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
350+ 2.51% |
$172K - $195K
|
14.3K
$8.13M
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
325+ 21.02% |
$160K - $181K
|
1.87K
$1.07M
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
314+ 47.22% |
$154K - $175K
|
979
$558K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
309+ 11.22% |
$152K - $172K
|
3.06K
$1.75M
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
302+ 94.08% |
$148K - $168K
|
623
$355K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 100.77% |
$129K - $146K
|
522
$297K
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
237+ 16.08% |
$116K - $132K
|
1.71K
$975K
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
215+ 3.78% |
$106K - $120K
|
5.9K
$3.36M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
200New |
$98.3K - $111K
|
200
$114K
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
188New |
$92.4K - $105K
|
188
$107K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
180New |
$88.4K - $100K
|
180
$103K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
175+ 4.12% |
$86K - $97.4K
|
4.42K
$2.52M
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
172+ 13.67% |
$84.5K - $95.7K
|
1.43K
$815K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$78.1K - $88.5K
|
159
$90.6K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
155+ 5.44% |
$76.2K - $86.2K
|
3K
$1.71M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
129+ 7.5% |
$63.4K - $71.8K
|
1.85K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
127+ 2.17% |
$62.4K - $70.7K
|
5.98K
$3.41M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$61.4K - $69.6K
|
125
$71.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122+ 0.53% |
$59.9K - $67.9K
|
23.3K
$13.3M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 10.2% |
$59.5K - $67.3K
|
1.31K
$745K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
118+ 2.58% |
$58K - $65.7K
|
4.69K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
100New |
$49.1K - $55.6K
|
100
$57K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
91+ 2.31% |
$44.7K - $50.6K
|
4.03K
$2.3M
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
68+ 5.86% |
$33.4K - $37.8K
|
1.23K
$700K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$32.9K - $37.3K
|
1.09K
$619K
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
60+ 8.45% |
$29.5K - $33.4K
|
770
$439K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52+ 7.4% |
$25.6K - $28.9K
|
755
$430K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50New |
$24.6K - $27.8K
|
50
$28.5K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 10.08% |
$24.6K - $27.8K
|
546
$311K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50New |
$24.6K - $27.8K
|
50
$28.5K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
49New |
$24.1K - $27.3K
|
49
$27.9K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
46New |
$22.6K - $25.6K
|
46
$26.2K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 6.97% |
$22.6K - $25.6K
|
706
$402K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 60.81% |
$22.1K - $25K
|
119
$67.8K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
37+ 3.42% |
$18.2K - $20.6K
|
1.12K
$637K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
34+ 8.29% |
$16.7K - $18.9K
|
444
$253K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$18.2K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$18.2K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 68.18% |
$14.7K - $16.7K
|
74
$42.2K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 4.01% |
$13.8K - $15.6K
|
727
$414K
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
27+ 6.01% |
$13.3K - $15K
|
476
$271K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 4.58% |
$11.3K - $12.8K
|
525
$299K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$8.35K - $9.46K
|
17
$9.68K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
16+ 0.36% |
$7.86K - $8.9K
|
4.5K
$2.56M
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16+ 0.78% |
$7.86K - $8.9K
|
2.07K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
14+ 2.5% |
$6.88K - $7.79K
|
575
$328K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
13+ 0.66% |
$6.39K - $7.23K
|
1.98K
$1.13M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9New |
$4.42K - $5.01K
|
9
$5.13K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.55% |
$4.42K - $5.01K
|
1.65K
$941K
|