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 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.08KNew |
$2.43M - $2.99M
|
7.08K
$4.15M
|
|
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
- |
6.3KNew |
$2.16M - $2.66M
|
6.3K
$3.69M
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
725New |
$249K - $306K
|
725
$424K
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
600New |
$206K - $253K
|
600
$351K
|
|
Feb 19, 2021
Q4 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
526New |
$181K - $222K
|
526
$308K
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
500New |
$172K - $211K
|
500
$293K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
228+ 0.73% |
$78.3K - $96.2K
|
31.6K
$18.5M
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
211New |
$72.5K - $89K
|
211
$124K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
100New |
$34.4K - $42.2K
|
100
$58.5K
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$24K - $29.5K
|
70
$41K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
51New |
$17.5K - $21.5K
|
51
$29.9K
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.96KNew |
$1.58M - $1.78M
|
4.96K
$2.9M
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37New |
$11.8K - $13.3K
|
37
$21.7K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26New |
$8.28K - $9.33K
|
26
$15.2K
|
|
Q2 2020 | |||||||
Jul 23, 2020
Q2 2020
|
Regents Of The University Of California
|
BUY
|
- |
5.6KNew |
$1.36M - $1.99M
|
5.6K
$3.28M
|
|
Aug 11, 2020
Q2 2020
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
818New |
$199K - $291K
|
818
$479K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 35.3% |
$125K - $183K
|
1.97K
$1.16M
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
172New |
$41.8K - $61.1K
|
172
$101K
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
PUT |
30New |
$7.29K - $10.7K
|
30
$17.6K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
125New |
$27.6K - $48K
|
125
$73.2K
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
25New |
$5.52K - $9.6K
|
25
$14.6K
|
|
Q4 2019 | |||||||
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.22KNew |
$2.78M - $3.09M
|
8.22K
$4.81M
|
|
Feb 14, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
3.1KNew |
$1.05M - $1.17M
|
3.1K
$1.81M
|
|
Feb 06, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
342New |
$116K - $129K
|
342
$200K
|
|
Feb 06, 2020
Q4 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
150+ 9.75% |
$50.8K - $56.4K
|
1.69K
$989K
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
BUY
|
CALL |
601KNew |
$201M - $218M
|
601K
$352M
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
215New |
$71.8K - $77.8K
|
215
$126K
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
41+ 15.02% |
$13.7K - $14.8K
|
314
$184K
|
|
Q2 2019 | |||||||
Jul 31, 2019
Q2 2019
|
Cwm, LLC
|
BUY
|
PUT |
200New |
$66K - $72.2K
|
200
$117K
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
1.1KNew |
$326K - $387K
|
1.1K
$644K
|
|
May 09, 2019
Q1 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
PUT |
300New |
$89K - $106K
|
300
$176K
|
|
May 08, 2019
Q1 2019
|
Pecaut & Co.
|
BUY
|
- |
270New |
$80.1K - $95.1K
|
270
$158K
|
|
Q4 2018 | |||||||
Feb 06, 2019
Q4 2018
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$1.28M - $1.64M
|
4.5K
$2.63M
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
963New |
$274K - $351K
|
963
$564K
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 350.0% |
$99.7K - $128K
|
450
$263K
|
|
Nov 06, 2023
Q4 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
95+ 115.85% |
$27.1K - $34.6K
|
177
$104K
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
87New |
$24.8K - $31.7K
|
87
$50.9K
|
|
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
17New |
$4.84K - $6.2K
|
17
$9.95K
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
141KNew |
$50M - $52.7M
|
141K
$82.5M
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
23.3KNew |
$8.27M - $8.7M
|
23.3K
$13.6M
|
|
Oct 09, 2018
Q3 2018
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
708New |
$251K - $264K
|
708
$414K
|
|
Oct 12, 2018
Q3 2018
|
Canton Hathaway, LLC
|
BUY
|
- |
115New |
$40.8K - $43K
|
115
$67.3K
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.2KNew |
$4.67M - $4.93M
|
14.2K
$8.31M
|
|
Q3 2017 | |||||||
Nov 08, 2017
Q3 2017
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.1KNew |
$338K - $357K
|
1.1K
$641K
|
|
Oct 17, 2017
Q3 2017
|
Cohen Klingenstein LLC
|
BUY
|
- |
800New |
$247K - $261K
|
800
$468K
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
120New |
$37K - $39.2K
|
120
$70.2K
|
|
Oct 27, 2017
Q3 2017
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$24.7K - $26.1K
|
80
$46.8K
|
|
Q2 2017 | |||||||
Aug 11, 2017
Q2 2017
|
M&T Bank Corp
|
BUY
|
PUT |
2New |
N/A
|
2
$1.17K
|
|
Q2 2016 | |||||||
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$3.43M
|
|
Q1 2016 | |||||||
Oct 30, 2017
Q1 2016
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$1.1M
|