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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
384New |
$201K - $220K
|
384
$223K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
372New |
$195K - $213K
|
372
$216K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
363New |
$190K - $208K
|
363
$211K
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
360New |
$189K - $206K
|
360
$209K
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
BUY
|
- |
353New |
$185K - $202K
|
353
$205K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
344+ 100.0% |
$180K - $197K
|
688
$400K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
340New |
$178K - $194K
|
340
$198K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
304New |
$159K - $174K
|
304
$177K
|
|
Oct 31, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
249New |
$130K - $142K
|
249
$145K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
200+ 36.5% |
$105K - $114K
|
748
$435K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$83.3K - $91K
|
159
$92.5K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
139+ 14.2% |
$72.8K - $79.5K
|
1.12K
$650K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
119New |
$62.3K - $68.1K
|
119
$69.2K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119+ 43.59% |
$62.3K - $68.1K
|
392
$228K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114+ 21.88% |
$59.7K - $65.2K
|
635
$369K
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
100+ 8.76% |
$52.4K - $57.2K
|
1.24K
$722K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
98+ 61.25% |
$51.3K - $56.1K
|
258
$150K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
96+ 3.94% |
$50.3K - $54.9K
|
2.53K
$1.47M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
89+ 3.43% |
$46.6K - $50.9K
|
2.69K
$1.56M
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$36.7K - $40K
|
70
$40.7K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 12.07% |
$36.7K - $40K
|
650
$378K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
60New |
$31.4K - $34.3K
|
60
$34.9K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 11.0% |
$29.9K - $32.6K
|
575
$334K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51+ 12.35% |
$26.7K - $29.2K
|
464
$270K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$29.1K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
43+ 2.14% |
$22.5K - $24.6K
|
2.05K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$18.9K - $20.6K
|
36
$20.9K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.95% |
$13.1K - $14.3K
|
445
$259K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$10.5K - $11.4K
|
20
$11.6K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12+ 0.5% |
$6.29K - $6.86K
|
2.41K
$1.4M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 0.75% |
$6.29K - $6.86K
|
1.61K
$934K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$5.24K - $5.72K
|
10
$5.82K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
8+ 1.96% |
$4.19K - $4.58K
|
417
$243K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5+ 0.25% |
$2.62K - $2.86K
|
1.99K
$1.16M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$2.1K - $2.29K
|
1.29K
$750K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.32% |
$1.57K - $1.72K
|
943
$549K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2New |
$1.05K - $1.14K
|
2
$1.16K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 200.0% |
$1.05K - $1.14K
|
3
$1.74K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$524 - $572
|
533
$310K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.17% |
$524 - $572
|
47
$27.3K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.22% |
$524 - $572
|
453
$263K
|
|
Q2 2024 | |||||||
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76.2KNew |
$39.3M - $42.4M
|
76.2K
$44.3M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.6KNew |
$32.9M - $35.4M
|
63.6K
$37M
|
|
Aug 14, 2024
Q2 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
PUT |
46.2KNew |
$23.9M - $25.7M
|
46.2K
$26.9M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.3K+ 56.84% |
$10.5M - $11.3M
|
56K
$32.6M
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.4KNew |
$3.82M - $4.12M
|
7.4K
$4.3M
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.78KNew |
$3.5M - $3.77M
|
6.78K
$3.95M
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.5KNew |
$1.29M - $1.39M
|
2.5K
$1.45M
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.73KNew |
$895K - $963K
|
1.73K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 153.16% |
$789K - $849K
|
2.52K
$1.47M
|