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 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.44KNew |
$708K - $801K
|
1.44K
$862K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.03K+ 9.08% |
$507K - $574K
|
12.4K
$7.42M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.02KNew |
$503K - $569K
|
1.02K
$612K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
898New |
$441K - $500K
|
898
$537K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
616New |
$303K - $343K
|
616
$369K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
584+ 13.72% |
$287K - $325K
|
4.84K
$2.9M
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
577+ 38.21% |
$284K - $321K
|
2.09K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
576New |
$283K - $320K
|
576
$345K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
575New |
$283K - $320K
|
575
$344K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
515New |
$253K - $287K
|
515
$308K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
513New |
$252K - $285K
|
513
$307K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
485New |
$238K - $270K
|
485
$290K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
483New |
$237K - $269K
|
483
$289K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
404New |
$199K - $225K
|
404
$242K
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
402New |
$198K - $224K
|
402
$241K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
400New |
$197K - $223K
|
400
$239K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
394New |
$194K - $219K
|
394
$236K
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
385New |
$189K - $214K
|
385
$230K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
385New |
$189K - $214K
|
385
$230K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
380New |
$187K - $211K
|
380
$227K
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
380New |
$187K - $211K
|
380
$227K
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
379New |
$186K - $211K
|
379
$227K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
377New |
$185K - $210K
|
377
$226K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
368New |
$181K - $205K
|
368
$220K
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
367New |
$180K - $204K
|
367
$220K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
361New |
$177K - $201K
|
361
$216K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
361New |
$177K - $201K
|
361
$216K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 100.77% |
$129K - $146K
|
522
$312K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
200New |
$98.3K - $111K
|
200
$120K
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
188New |
$92.4K - $105K
|
188
$112K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
180New |
$88.4K - $100K
|
180
$108K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
148New |
$72.7K - $82.3K
|
148
$88.5K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$61.4K - $69.6K
|
125
$74.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122+ 0.53% |
$59.9K - $67.9K
|
23.3K
$14M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
100New |
$49.1K - $55.6K
|
100
$59.8K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63New |
$31K - $35.1K
|
63
$37.7K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
46New |
$22.6K - $25.6K
|
46
$27.5K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 6.97% |
$22.6K - $25.6K
|
706
$422K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 60.81% |
$22.1K - $25K
|
119
$71.2K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
37+ 3.42% |
$18.2K - $20.6K
|
1.12K
$669K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
34+ 8.29% |
$16.7K - $18.9K
|
444
$266K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$19.1K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.43% |
$983 - $1.11K
|
464
$278K
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$491 - $556
|
1.25K
$745K
|
|
Q4 2023 | |||||||
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$37.1M
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.2KNew |
$2.21M - $2.67M
|
5.2K
$3.11M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.85KNew |
$2.06M - $2.49M
|
4.85K
$2.9M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.74KNew |
$2.01M - $2.43M
|
4.74K
$2.83M
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.9KNew |
$1.66M - $2M
|
3.9K
$2.33M
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.12KNew |
$902K - $1.09M
|
2.12K
$1.27M
|