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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 44.44% |
$23K - $26.5K
|
143
$83.8K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
77+ 2.1% |
$40.3K - $46.3K
|
3.75K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.5KNew |
$9.69M - $11.1M
|
18.5K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-39- 3.49% |
$20.4K - $23.4K
|
1.08K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.49K- 85.63% |
$1.3M - $1.49M
|
417
$244K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-191- 53.65% |
$99.9K - $115K
|
165
$96.7K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-898- 43.01% |
$470K - $540K
|
1.19K
$698K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
CALL |
5+ 5.32% |
$2.61K - $3.01K
|
99
$58K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-113- 12.54% |
$59.1K - $67.9K
|
788
$462K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$523 - $601
|
18
$10.6K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
28+ 5.93% |
$14.6K - $16.8K
|
500
$293K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 6.7% |
$21.4K - $24.6K
|
653
$383K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 17.65% |
$78.4K - $90.2K
|
700
$410K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-10- 3.27% |
$5.23K - $6.01K
|
296
$174K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-249- 27.39% |
$130K - $150K
|
660
$387K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
387New |
$202K - $233K
|
387
$227K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
500New |
$261K - $301K
|
500
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.14% |
$523 - $601
|
730
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
660New |
$345K - $397K
|
660
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-74- 3.79% |
$38.7K - $44.5K
|
1.88K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
180New |
$94.1K - $108K
|
180
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
173+ 23.01% |
$90.5K - $104K
|
925
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-20- 0.41% |
$10.5K - $12K
|
4.82K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-10- 28.57% |
$5.23K - $6.01K
|
25
$14.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1.19K- 41.61% |
$620K - $713K
|
1.66K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-50- 6.82% |
$26.1K - $30.1K
|
683
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.22% |
$523 - $601
|
460
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200+ 8.8% |
$105K - $120K
|
2.47K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25New |
$13.1K - $15K
|
25
$14.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
168New |
$87.9K - $101K
|
168
$98.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-107- 21.15% |
$56K - $64.3K
|
399
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
90New |
$47.1K - $54.1K
|
90
$52.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
90+ 173.08% |
$47.1K - $54.1K
|
142
$83.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51New |
$26.7K - $30.7K
|
51
$29.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
425New |
$222K - $256K
|
425
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
109+ 46.38% |
$57K - $65.5K
|
344
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4- 0.28% |
$2.09K - $2.4K
|
1.4K
$821K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
115+ 2.5% |
$60.1K - $69.1K
|
4.71K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.64% |
$1.57K - $1.8K
|
468
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-165- 41.15% |
$86.3K - $99.2K
|
236
$138K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
86+ 200.0% |
$45K - $51.7K
|
129
$75.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-86- 66.67% |
$45K - $51.7K
|
43
$25.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-111- 0.24% |
$58K - $66.7K
|
46.2K
$27.1M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.59% |
$4.18K - $4.81K
|
1.35K
$793K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3- 0.63% |
$1.57K - $1.8K
|
475
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-19- 15.7% |
$9.94K - $11.4K
|
102
$59.8K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-325- 19.12% |
$170K - $195K
|
1.38K
$806K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
429+ 7.77% |
$224K - $258K
|
5.95K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-16- 1.29% |
$8.37K - $9.62K
|
1.22K
$715K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 13.36% |
$46.5K - $53.5K
|
755
$443K
|
|