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 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
566+ 6.12% |
$278K - $315K
|
9.82K
$5.25M
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
556+ 7.34% |
$273K - $309K
|
8.13K
$4.35M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
555+ 138.75% |
$273K - $309K
|
955
$511K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
532New |
$261K - $296K
|
532
$285K
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
530New |
$260K - $295K
|
530
$284K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
530+ 25.8% |
$260K - $295K
|
2.58K
$1.38M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
518+ 24.62% |
$255K - $288K
|
2.62K
$1.4M
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
515New |
$253K - $287K
|
515
$276K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
513New |
$252K - $285K
|
513
$274K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
500+ 27.72% |
$246K - $278K
|
2.3K
$1.23M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
490New |
$241K - $273K
|
490
$262K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
485New |
$238K - $270K
|
485
$260K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
483New |
$237K - $269K
|
483
$258K
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
483+ 0.94% |
$237K - $269K
|
51.9K
$27.8M
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
480+ 2.83% |
$236K - $267K
|
17.5K
$9.34M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
478+ 14.09% |
$235K - $266K
|
3.87K
$2.07M
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
475New |
$233K - $264K
|
475
$254K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
475+ 65.07% |
$233K - $264K
|
1.21K
$645K
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
470New |
$231K - $262K
|
470
$251K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
465+ 5.9% |
$228K - $259K
|
8.35K
$4.47M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
465New |
$228K - $259K
|
465
$249K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
459+ 10.1% |
$226K - $255K
|
5K
$2.68M
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
457New |
$225K - $254K
|
457
$245K
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
456+ 1.1% |
$224K - $254K
|
41.8K
$22.4M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
455New |
$224K - $253K
|
455
$243K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
448New |
$220K - $249K
|
448
$240K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
434New |
$213K - $241K
|
434
$232K
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
434+ 18.94% |
$213K - $241K
|
2.73K
$1.46M
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
418New |
$205K - $233K
|
418
$224K
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
415+ 41.33% |
$204K - $231K
|
1.42K
$759K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
414+ 7.02% |
$203K - $230K
|
6.31K
$3.38M
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
410+ 5.03% |
$201K - $228K
|
8.57K
$4.58M
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
410New |
$201K - $228K
|
410
$219K
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
405New |
$199K - $225K
|
405
$217K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
404New |
$199K - $225K
|
404
$216K
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
402+ 16.05% |
$198K - $224K
|
2.91K
$1.55M
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
402New |
$198K - $224K
|
402
$215K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
400New |
$197K - $223K
|
400
$214K
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
400New |
$197K - $223K
|
400
$214K
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
398New |
$196K - $221K
|
398
$213K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
394New |
$194K - $219K
|
394
$211K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
389New |
$191K - $216K
|
389
$208K
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
385New |
$189K - $214K
|
385
$206K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
385New |
$189K - $214K
|
385
$206K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
385New |
$189K - $214K
|
385
$206K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
383New |
$188K - $213K
|
383
$205K
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
383New |
$188K - $213K
|
383
$205K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
381New |
$187K - $212K
|
381
$204K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
380New |
$187K - $211K
|
380
$203K
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
380New |
$187K - $211K
|
380
$203K
|