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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
540New |
$238K - $259K
|
540
$288K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
529New |
$233K - $253K
|
529
$282K
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
420New |
$185K - $201K
|
420
$224K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
280New |
$123K - $134K
|
280
$149K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
256New |
$113K - $123K
|
256
$136K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
195New |
$85.8K - $93.4K
|
195
$104K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
185New |
$81.4K - $88.6K
|
185
$98.6K
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
165+ 12.97% |
$72.6K - $79K
|
1.44K
$766K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
156+ 0.94% |
$68.6K - $74.7K
|
16.8K
$8.93M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
135New |
$59.4K - $64.7K
|
135
$71.9K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109New |
$48K - $52.2K
|
109
$58.1K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
94+ 10.83% |
$41.4K - $45K
|
962
$513K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86New |
$37.8K - $41.2K
|
86
$45.8K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
55New |
$24.2K - $26.3K
|
55
$29.3K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
53+ 5.58% |
$23.3K - $25.4K
|
1K
$534K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45New |
$19.8K - $21.6K
|
45
$24K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 33.33% |
$18K - $19.6K
|
164
$87.4K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$13.2K - $14.4K
|
30
$16K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
30+ 6.05% |
$13.2K - $14.4K
|
526
$280K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 2.8% |
$13.2K - $14.4K
|
1.1K
$587K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$8.8K - $9.58K
|
20
$10.7K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 1.86% |
$8.8K - $9.58K
|
1.1K
$585K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
18+ 0.64% |
$7.92K - $8.62K
|
2.85K
$1.52M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13New |
$5.72K - $6.23K
|
13
$6.93K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
12+ 1.76% |
$5.28K - $5.75K
|
695
$370K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$3.08K - $3.35K
|
7
$3.73K
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$1.76K - $1.92K
|
1.75K
$934K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.35% |
$1.32K - $1.44K
|
871
$464K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.17% |
$880 - $958
|
1.2K
$637K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$57.7M - $66.2M
|
133K
$71M
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13KNew |
$5.63M - $6.46M
|
13K
$6.92M
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
11KNew |
$4.75M - $5.45M
|
11K
$5.84M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 2.15% |
$4.55M - $5.22M
|
498K
$265M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
10K+ 277.78% |
$4.33M - $4.97M
|
13.6K
$7.25M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.78KNew |
$4.24M - $4.86M
|
9.78K
$5.21M
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
6KNew |
$2.6M - $2.98M
|
6K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.5KNew |
$1.95M - $2.24M
|
4.5K
$2.4M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.47K+ 170.45% |
$1.94M - $2.22M
|
7.09K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4KNew |
$1.47M - $1.69M
|
3.4K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3KNew |
$1.3M - $1.49M
|
3K
$1.6M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.16K+ 54.31% |
$936K - $1.07M
|
6.14K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.72K+ 2.71% |
$744K - $854K
|
65.2K
$34.7M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$552K - $634K
|
1.28K
$679K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.06KNew |
$460K - $528K
|
1.06K
$566K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
983+ 11.27% |
$426K - $489K
|
9.71K
$5.17M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
671+ 9.69% |
$291K - $334K
|
7.59K
$4.05M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
650New |
$282K - $323K
|
650
$346K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
629New |
$272K - $313K
|
629
$335K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
629New |
$272K - $313K
|
629
$335K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
586New |
$254K - $291K
|
586
$312K
|