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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36New |
$18.9K - $20.6K
|
36
$21.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.39KNew |
$729K - $796K
|
1.39K
$816K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119+ 43.59% |
$62.3K - $68.1K
|
392
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
24.9KNew |
$13M - $14.2M
|
24.9K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.17% |
$524 - $572
|
47
$27.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$5.24K - $5.72K
|
10
$5.86K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-6.12K- 92.45% |
$3.21M - $3.5M
|
500
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 1.38% |
$7.33K - $8.01K
|
1K
$586K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-216- 0.64% |
$113K - $124K
|
33.4K
$19.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
411New |
$215K - $235K
|
411
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
159New |
$83.3K - $91K
|
159
$93.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80- 7.36% |
$41.9K - $45.8K
|
1.01K
$590K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.81K+ 0.49% |
$949K - $1.04M
|
369K
$216M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 1.37% |
$1.06M - $1.15M
|
149K
$87.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 31.58% |
$3.14K - $3.43K
|
13
$7.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-35- 33.33% |
$18.3K - $20K
|
70
$41K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
426New |
$223K - $244K
|
426
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-63- 6.86% |
$33K - $36K
|
855
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-8- 0.25% |
$4.19K - $4.58K
|
3.22K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-38- 18.81% |
$19.9K - $21.7K
|
164
$96.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15- 3.0% |
$7.86K - $8.58K
|
485
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.42K- 90.68% |
$2.84M - $3.1M
|
557
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59- 5.32% |
$30.9K - $33.7K
|
1.05K
$615K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
397New |
$208K - $227K
|
397
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 2.39% |
$528K - $576K
|
43.1K
$25.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$26.2K - $28.6K
|
50
$29.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$577K - $630K
|
1.1K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 7.79% |
$31.4K - $34.3K
|
710
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.77% |
$8.38K - $9.15K
|
2.05K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 94.14% |
$5.47M - $5.97M
|
650
$381K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 36.36% |
$10.5K - $11.4K
|
35
$20.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 1.3% |
$9.43K - $10.3K
|
1.37K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.7K- 50.0% |
$891K - $972K
|
1.7K
$996K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
880+ 161.17% |
$461K - $503K
|
1.43K
$836K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
604New |
$316K - $346K
|
604
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-132K- 99.96% |
$69.1M - $75.5M
|
55
$32.2K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
902New |
$473K - $516K
|
902
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.31% |
$2.1K - $2.29K
|
1.29K
$756K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.22KNew |
$1.16M - $1.27M
|
2.22K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-25- 53.19% |
$13.1K - $14.3K
|
22
$12.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12+ 0.75% |
$6.29K - $6.86K
|
1.61K
$941K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.95% |
$13.1K - $14.3K
|
445
$261K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
98+ 61.25% |
$51.3K - $56.1K
|
258
$151K
|
|
| Q2 2024 | |||||||
|
Oct 06, 2025
Q2 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-30- 5.07% |
$15.5K - $16.7K
|
562
$329K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
25New |
$12.9K - $13.9K
|
25
$14.7K
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76.2KNew |
$39.3M - $42.4M
|
76.2K
$44.7M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-440Closed |
$227K - $245K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
791New |
$409K - $440K
|
791
$464K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
427New |
$221K - $237K
|
427
$250K
|
|