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 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
959New |
$466K - $509K
|
959
$586K
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
685New |
$333K - $364K
|
685
$418K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
400+ 24.51% |
$194K - $212K
|
2.03K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
222New |
$108K - $118K
|
222
$136K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
134+ 10.69% |
$65.1K - $71.2K
|
1.39K
$848K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
90New |
$43.7K - $47.8K
|
90
$55K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
41New |
$19.9K - $21.8K
|
41
$25K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
38New |
$18.5K - $20.2K
|
38
$23.2K
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
35New |
$17K - $18.6K
|
35
$21.4K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$15.1K - $16.5K
|
31
$18.9K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$12.1K - $13.3K
|
25
$15.3K
|
|
Q3 2021 | |||||||
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.39K+ 122.51% |
$1.12M - $1.21M
|
4.34K
$2.65M
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
855New |
$400K - $433K
|
855
$522K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 800.0% |
$281K - $304K
|
675
$412K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
578New |
$271K - $292K
|
578
$353K
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
255+ 48.57% |
$119K - $129K
|
780
$476K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
199New |
$93.2K - $101K
|
199
$122K
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 12.2% |
$11.7K - $12.7K
|
230
$140K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
PUT |
2.2KNew |
$1.05M - $1.11M
|
2.2K
$1.34M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
427New |
$203K - $216K
|
427
$261K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
250New |
$119K - $126K
|
250
$153K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
150+ 29.59% |
$71.3K - $75.7K
|
657
$401K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
100New |
$47.5K - $50.5K
|
100
$61.1K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14New |
$6.65K - $7.07K
|
14
$8.55K
|
|
Q1 2021 | |||||||
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
56New |
$23.1K - $27.4K
|
56
$34.2K
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10New |
$4.13K - $4.89K
|
10
$6.11K
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$3.44M - $4.22M
|
10K
$6.11M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
9.08KNew |
$3.12M - $3.83M
|
9.08K
$5.54M
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.08KNew |
$2.43M - $2.99M
|
7.08K
$4.33M
|
|
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
- |
6.3KNew |
$2.16M - $2.66M
|
6.3K
$3.85M
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
725New |
$249K - $306K
|
725
$443K
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
600New |
$206K - $253K
|
600
$366K
|
|
Feb 19, 2021
Q4 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
526New |
$181K - $222K
|
526
$321K
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
500New |
$172K - $211K
|
500
$305K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
228+ 0.73% |
$78.3K - $96.2K
|
31.6K
$19.3M
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
211New |
$72.5K - $89K
|
211
$129K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
100New |
$34.4K - $42.2K
|
100
$61.1K
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$24K - $29.5K
|
70
$42.7K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
51New |
$17.5K - $21.5K
|
51
$31.1K
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.96KNew |
$1.58M - $1.78M
|
4.96K
$3.03M
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37New |
$11.8K - $13.3K
|
37
$22.6K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26New |
$8.28K - $9.33K
|
26
$15.9K
|
|
Q2 2020 | |||||||
Jul 23, 2020
Q2 2020
|
Regents Of The University Of California
|
BUY
|
- |
5.6KNew |
$1.36M - $1.99M
|
5.6K
$3.42M
|
|
Aug 11, 2020
Q2 2020
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
818New |
$199K - $291K
|
818
$500K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 35.3% |
$125K - $183K
|
1.97K
$1.21M
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
172New |
$41.8K - $61.1K
|
172
$105K
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
PUT |
30New |
$7.29K - $10.7K
|
30
$18.3K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$27.6K - $48K
|
125
$76.3K
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
29+ 3.55% |
$6.4K - $11.1K
|
847
$517K
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
25New |
$5.52K - $9.6K
|
25
$15.3K
|