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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
650+ 1.06% |
$266K - $306K
|
62.2K
$36.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
649New |
$266K - $305K
|
649
$377K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
645New |
$264K - $304K
|
645
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
550New |
$225K - $259K
|
550
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
536New |
$219K - $252K
|
536
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
505New |
$207K - $238K
|
505
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
503New |
$206K - $237K
|
503
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
500New |
$205K - $235K
|
500
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
496New |
$203K - $233K
|
496
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
472New |
$193K - $222K
|
472
$275K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
470New |
$192K - $221K
|
470
$273K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
460New |
$188K - $217K
|
460
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
460New |
$188K - $217K
|
460
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
443New |
$181K - $209K
|
443
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
430New |
$176K - $202K
|
430
$250K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
319New |
$131K - $150K
|
319
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
233+ 40.17% |
$95.4K - $110K
|
813
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
217+ 32.63% |
$88.9K - $102K
|
882
$513K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
200New |
$81.9K - $94.1K
|
200
$116K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
188+ 10.8% |
$77K - $88.5K
|
1.93K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
117New |
$47.9K - $55.1K
|
117
$68.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
110New |
$45K - $51.8K
|
110
$64K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$40.9K - $47.1K
|
100
$58.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
80New |
$32.8K - $37.7K
|
80
$46.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
45New |
$18.4K - $21.2K
|
45
$26.2K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
24+ 2.38% |
$9.83K - $11.3K
|
1.03K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$9.01K - $10.4K
|
22
$12.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19New |
$7.78K - $8.94K
|
19
$11.1K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
15+ 1.35% |
$6.14K - $7.06K
|
1.13K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
14New |
$5.73K - $6.59K
|
14
$8.14K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
4+ 0.44% |
$1.64K - $1.88K
|
909
$529K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.27% |
$1.23K - $1.41K
|
1.12K
$651K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$819 - $941
|
2
$1.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1New |
$409 - $471
|
1
$582
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.34KNew |
$1.74M - $2.09M
|
4.34K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.21K+ 200.5% |
$1.29M - $1.55M
|
4.82K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.1KNew |
$842K - $1.01M
|
2.1K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.05KNew |
$823K - $986K
|
2.05K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2K+ 285.71% |
$803K - $962K
|
2.7K
$1.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$445K - $533K
|
1.11K
$644K
|
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.02KNew |
$410K - $491K
|
1.02K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
939+ 2.68% |
$377K - $452K
|
36K
$21M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
790New |
$317K - $380K
|
790
$460K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
740New |
$297K - $356K
|
740
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
576New |
$231K - $277K
|
576
$335K
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
576New |
$231K - $277K
|
576
$335K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
576New |
$231K - $277K
|
576
$335K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
575New |
$231K - $277K
|
575
$334K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
553+ 4.23% |
$222K - $266K
|
13.6K
$7.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
532New |
$214K - $256K
|
532
$309K
|
|