Latest Institutional Transactions on Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information on the latest institutional transactions involving Spdr S&P Midcap 400 ETF Trust (MDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-80- 11.85% |
$37.5K - $45.3K
|
595
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-10- 10.2% |
$4.68K - $5.67K
|
88
$51.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
530+ 2.3% |
$248K - $300K
|
23.5K
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
400New |
$187K - $227K
|
400
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-217- 3.19% |
$102K - $123K
|
6.58K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-7- 1.23% |
$3.28K - $3.97K
|
563
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-77- 43.5% |
$36.1K - $43.6K
|
100
$58.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
360+ 48.13% |
$169K - $204K
|
1.11K
$649K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-67- 0.64% |
$31.4K - $38K
|
10.4K
$6.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
961New |
$450K - $544K
|
961
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-177- 12.29% |
$82.9K - $100K
|
1.26K
$740K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
183+ 14.21% |
$85.7K - $104K
|
1.47K
$862K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
495New |
$232K - $280K
|
495
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-63- 2.59% |
$29.5K - $35.7K
|
2.37K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
372New |
$174K - $211K
|
372
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.14% |
$936 - $1.13K
|
1.47K
$862K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
180+ 10.15% |
$84.3K - $102K
|
1.95K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-11- 1.79% |
$5.15K - $6.23K
|
603
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-32- 0.8% |
$15K - $18.1K
|
3.96K
$2.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 9.76% |
$50.1K - $60.6K
|
989
$580K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
157+ 12.28% |
$73.5K - $88.9K
|
1.44K
$841K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 4.98% |
$15.9K - $19.3K
|
717
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62- 3.17% |
$29K - $35.1K
|
1.89K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
630New |
$295K - $357K
|
630
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-9.27K- 15.21% |
$4.34M - $5.25M
|
51.7K
$30.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537+ 4.79% |
$251K - $304K
|
11.7K
$6.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-1- 0.02% |
$468 - $567
|
5.06K
$2.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 2.88% |
$9.36K - $11.3K
|
675
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-112- 9.19% |
$52.4K - $63.4K
|
1.11K
$649K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-796- 4.6% |
$373K - $451K
|
16.5K
$9.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8- 42.11% |
$3.75K - $4.53K
|
11
$6.45K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.01K- 45.02% |
$474K - $574K
|
1.24K
$725K
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-65K- 99.13% |
$30.4M - $36.8M
|
570
$334K
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.76% |
$468 - $567
|
132
$77.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-3- 0.5% |
$1.4K - $1.7K
|
600
$352K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10New |
$4.68K - $5.67K
|
10
$5.86K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
72+ 3.03% |
$33.7K - $40.8K
|
2.45K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-28- 3.06% |
$13.1K - $15.9K
|
887
$520K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39+ 1950.0% |
$18.3K - $22.1K
|
41
$24K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-275- 7.36% |
$129K - $156K
|
3.46K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
153+ 8.41% |
$71.6K - $86.7K
|
1.97K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
435New |
$204K - $246K
|
435
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 33.33% |
$93.6K - $113K
|
400
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-192- 16.11% |
$89.9K - $109K
|
1K
$586K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-442- 8.88% |
$207K - $250K
|
4.54K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
64+ 6.63% |
$30K - $36.3K
|
1.03K
$604K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
235+ 36.15% |
$110K - $133K
|
885
$519K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 1.92% |
$4.68K - $5.67K
|
510
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-103- 2.68% |
$48.2K - $58.4K
|
3.74K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 5.24% |
$10.8K - $13K
|
416
$244K
|
|