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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77+ 2.1% |
$40.3K - $46.3K
|
3.75K
$2.18M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77+ 1.15% |
$40.3K - $46.3K
|
6.77K
$3.94M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
77+ 1.35% |
$40.3K - $46.3K
|
5.79K
$3.37M
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
76+ 9.26% |
$39.7K - $45.7K
|
897
$522K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
75+ 10.47% |
$39.2K - $45.1K
|
791
$460K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 1.98% |
$38.2K - $43.9K
|
3.76K
$2.19M
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
72+ 6.62% |
$37.7K - $43.3K
|
1.16K
$674K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72+ 6.93% |
$37.7K - $43.3K
|
1.11K
$646K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
71+ 5.29% |
$37.1K - $42.7K
|
1.41K
$822K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
70+ 19.18% |
$36.6K - $42.1K
|
435
$253K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
70+ 1.08% |
$36.6K - $42.1K
|
6.55K
$3.81M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 7.96% |
$36.6K - $42.1K
|
949
$552K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 0.62% |
$36.1K - $41.5K
|
11.2K
$6.52M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
68+ 10.81% |
$35.6K - $40.9K
|
697
$405K
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
66+ 1.06% |
$34.5K - $39.7K
|
6.28K
$3.65M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
65+ 0.99% |
$34K - $39.1K
|
6.64K
$3.86M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
65+ 7.26% |
$34K - $39.1K
|
960
$558K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 11.59% |
$34K - $39.1K
|
626
$364K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.1% |
$33.5K - $38.5K
|
65.6K
$38.2M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
63+ 3.59% |
$32.9K - $37.9K
|
1.82K
$1.06M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
61New |
$31.9K - $36.7K
|
61
$35.5K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
60+ 3.42% |
$31.4K - $36.1K
|
1.82K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
60+ 0.84% |
$31.4K - $36.1K
|
7.23K
$4.21M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
60+ 7.47% |
$31.4K - $36.1K
|
863
$502K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
57+ 8.14% |
$29.8K - $34.3K
|
757
$440K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57+ 15.75% |
$29.8K - $34.3K
|
419
$244K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
55+ 1.26% |
$28.8K - $33.1K
|
4.43K
$2.58M
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
55+ 8.81% |
$28.8K - $33.1K
|
679
$395K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53+ 2.55% |
$27.7K - $31.9K
|
2.14K
$1.24M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
53+ 2.06% |
$27.7K - $31.9K
|
2.63K
$1.53M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
52+ 0.49% |
$27.2K - $31.3K
|
10.7K
$6.21M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
52+ 0.96% |
$27.2K - $31.3K
|
5.46K
$3.18M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.56% |
$27.2K - $31.3K
|
2.09K
$1.21M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$26.7K - $30.7K
|
51
$29.7K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
51+ 1.12% |
$26.7K - $30.7K
|
4.6K
$2.68M
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$26.1K - $30.1K
|
50
$29.1K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 2.62% |
$26.1K - $30.1K
|
1.96K
$1.14M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 7.73% |
$25.6K - $29.5K
|
683
$397K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 5.57% |
$25.1K - $28.9K
|
909
$529K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
48+ 1.83% |
$25.1K - $28.9K
|
2.67K
$1.55M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.37% |
$24.6K - $28.3K
|
12.8K
$7.44M
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
47+ 4.25% |
$24.6K - $28.3K
|
1.15K
$671K
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
46+ 8.53% |
$24.1K - $27.7K
|
585
$340K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
45+ 4.01% |
$23.5K - $27.1K
|
1.17K
$679K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
44+ 11.06% |
$23K - $26.5K
|
442
$257K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 44.44% |
$23K - $26.5K
|
143
$83.2K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
43+ 3.14% |
$22.5K - $25.9K
|
1.41K
$821K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 4.28% |
$22K - $25.2K
|
1.02K
$595K
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
41+ 1.59% |
$21.4K - $24.6K
|
2.61K
$1.52M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 6.7% |
$21.4K - $24.6K
|
653
$380K
|