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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
140+ 11.39% |
$79K - $86.8K
|
1.37K
$796K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
134New |
$75.6K - $83.1K
|
134
$77.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
131New |
$73.9K - $81.2K
|
131
$76.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
122New |
$68.8K - $75.7K
|
122
$71K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$56.4K - $62K
|
100
$58.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 3.85% |
$56.4K - $62K
|
2.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
94New |
$53K - $58.3K
|
94
$54.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
89+ 1.63% |
$50.2K - $55.2K
|
5.55K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
87New |
$49.1K - $54K
|
87
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$46.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
80New |
$45.1K - $49.6K
|
80
$46.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77New |
$43.4K - $47.7K
|
77
$44.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
76+ 4.36% |
$42.9K - $47.1K
|
1.82K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.66% |
$38.4K - $42.2K
|
10.3K
$6.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
63+ 4.0% |
$35.5K - $39.1K
|
1.64K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 114.0% |
$32.1K - $35.3K
|
107
$62.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
57New |
$32.1K - $35.3K
|
57
$33.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
55+ 0.68% |
$31K - $34.1K
|
8.19K
$4.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
50+ 1.42% |
$28.2K - $31K
|
3.56K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$28.2K - $31K
|
50
$29.1K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
49New |
$27.6K - $30.4K
|
49
$28.5K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
45New |
$25.4K - $27.9K
|
45
$26.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 2.8% |
$24.8K - $27.3K
|
1.61K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 7.54% |
$24.3K - $26.7K
|
613
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 2.34% |
$23.7K - $26K
|
1.84K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$23.1K - $25.4K
|
41
$23.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
40New |
$22.6K - $24.8K
|
40
$23.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 1.39% |
$20.3K - $22.3K
|
2.63K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
34+ 2.83% |
$19.2K - $21.1K
|
1.24K
$718K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33+ 1.18% |
$18.6K - $20.5K
|
2.84K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
31+ 1.24% |
$17.5K - $19.2K
|
2.54K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
29+ 0.73% |
$16.4K - $18K
|
3.99K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 4.24% |
$15.8K - $17.4K
|
689
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26+ 6.28% |
$14.7K - $16.1K
|
440
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22+ 3.03% |
$12.4K - $13.6K
|
749
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 20.0% |
$11.3K - $12.4K
|
120
$69.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20New |
$11.3K - $12.4K
|
20
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
18New |
$10.2K - $11.2K
|
18
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
16New |
$9.02K - $9.92K
|
16
$9.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 16.67% |
$8.46K - $9.3K
|
105
$61.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 100.0% |
$5.08K - $5.58K
|
18
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$3.95K - $4.34K
|
7
$4.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$2.82K - $3.1K
|
5
$2.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.08% |
$2.26K - $2.48K
|
4.71K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.78% |
$1.69K - $1.86K
|
390
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
2+ 0.26% |
$1.13K - $1.24K
|
767
$446K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.38% |
$1.13K - $1.24K
|
523
$304K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$564 - $620
|
1.74K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1+ 0.21% |
$564 - $620
|
478
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.18% |
$564 - $620
|
545
$317K
|