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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
114+ 19.26% |
$48.5K - $58.4K
|
706
$375K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
114New |
$48.5K - $58.4K
|
114
$60.6K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$42.5K - $51.3K
|
100
$53.2K
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
100+ 6.12% |
$42.5K - $51.3K
|
1.73K
$922K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
90New |
$38.3K - $46.1K
|
90
$47.9K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$37.4K - $45.1K
|
88
$46.8K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$37K - $44.6K
|
87
$46.3K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 5.13% |
$34K - $41K
|
1.64K
$872K
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.47% |
$32.7K - $39.5K
|
16.4K
$8.71M
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
52New |
$22.1K - $26.7K
|
52
$27.7K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$21.3K - $25.6K
|
50
$26.6K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
47+ 10.28% |
$20K - $24.1K
|
504
$268K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$18.3K - $22K
|
43
$22.9K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32+ 3.81% |
$13.6K - $16.4K
|
871
$463K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 111.11% |
$12.8K - $15.4K
|
57
$30.3K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
29+ 5.42% |
$12.3K - $14.9K
|
564
$300K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29+ 4.59% |
$12.3K - $14.9K
|
661
$351K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
21+ 0.85% |
$8.93K - $10.8K
|
2.49K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.49% |
$6.38K - $7.69K
|
3.1K
$1.65M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$6.38K - $7.69K
|
15
$7.98K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 3.1% |
$5.95K - $7.18K
|
466
$248K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$5.53K - $6.66K
|
13
$6.91K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11+ 3.22% |
$4.68K - $5.64K
|
353
$188K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 0.87% |
$3.83K - $4.61K
|
1.04K
$552K
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.27% |
$2.98K - $3.59K
|
558
$297K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6+ 0.96% |
$2.55K - $3.08K
|
629
$334K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6+ 0.32% |
$2.55K - $3.08K
|
1.86K
$991K
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
6+ 0.16% |
$2.55K - $3.08K
|
3.86K
$2.05M
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.12% |
$1.28K - $1.54K
|
2.44K
$1.3M
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.29% |
$850 - $1.03K
|
699
$372K
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2+ 0.08% |
$850 - $1.03K
|
2.52K
$1.34M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.12% |
$425 - $513
|
809
$430K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$425 - $513
|
4.18K
$2.22M
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.11% |
$425 - $513
|
905
$481K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.83% |
$425 - $513
|
121
$64.3K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
64K+ 143.82% |
$28.9M - $31.9M
|
109K
$57.7M
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
45.3KNew |
$20.4M - $22.6M
|
45.3K
$24.1M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
12.8KNew |
$5.77M - $6.37M
|
12.8K
$6.8M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$2.62M - $2.89M
|
5.8K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.38KNew |
$1.97M - $2.18M
|
4.38K
$2.33M
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38K+ 246.27% |
$1.07M - $1.19M
|
3.35K
$1.78M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.33KNew |
$1.05M - $1.16M
|
2.33K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.58KNew |
$712K - $787K
|
1.58K
$840K
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.57KNew |
$707K - $781K
|
1.57K
$833K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$676K - $747K
|
1.5K
$798K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.43KNew |
$643K - $711K
|
1.43K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 164.05% |
$621K - $687K
|
2.22K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$555K - $613K
|
1.23K
$655K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17KNew |
$529K - $585K
|
1.17K
$624K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.11KNew |
$502K - $555K
|
1.11K
$592K
|