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 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
537New |
$242K - $268K
|
537
$269K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 20.0% |
$90.2K - $99.7K
|
800
$401K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
600New |
$271K - $299K
|
600
$301K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 6.29% |
$14.9K - $16.4K
|
492
$247K
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-84- 13.13% |
$37.9K - $41.9K
|
556
$279K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-7- 0.09% |
$3.16K - $3.49K
|
7.71K
$3.87M
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-132- 10.57% |
$59.5K - $65.8K
|
1.12K
$560K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-330- 10.01% |
$149K - $164K
|
2.97K
$1.49M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-285- 25.29% |
$129K - $142K
|
842
$422K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 5.05% |
$11.3K - $12.5K
|
520
$261K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 1.61% |
$20.3K - $22.4K
|
2.74K
$1.38M
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 2.72% |
$13.5K - $14.9K
|
1.13K
$569K
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-360- 26.59% |
$162K - $179K
|
994
$499K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 17.54% |
$4.51K - $4.98K
|
47
$23.6K
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1- 0.14% |
$451 - $498
|
731
$367K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.11KNew |
$502K - $555K
|
1.11K
$559K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 2.52% |
$19.4K - $21.4K
|
1.67K
$836K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
595New |
$268K - $297K
|
595
$299K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-961K- 99.8% |
$423M - $460M
|
1.9K
$954K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.8K+ 11.64% |
$2.99M - $3.26M
|
65.2K
$32.7M
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-655- 52.19% |
$288K - $314K
|
600
$301K
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
1KNew |
$441K - $480K
|
1K
$503K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
109New |
$48K - $52.2K
|
109
$54.7K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$13.2K - $14.4K
|
30
$15.1K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8- 1.78% |
$3.52K - $3.83K
|
442
$222K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10- 1.88% |
$4.4K - $4.79K
|
523
$262K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.07KNew |
$1.79M - $1.95M
|
4.07K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
280New |
$123K - $134K
|
280
$140K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6- 1.31% |
$2.64K - $2.87K
|
453
$227K
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
5.37KNew |
$2.36M - $2.57M
|
5.37K
$2.7M
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
915New |
$403K - $438K
|
915
$459K
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13K- 28.89% |
$5.72M - $6.23M
|
32K
$16.1M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26- 4.6% |
$11.4K - $12.5K
|
539
$270K
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
540New |
$238K - $259K
|
540
$271K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 21.13% |
$730K - $795K
|
6.19K
$3.11M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$8.8K - $9.58K
|
20
$10K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.97K- 0.51% |
$2.19M - $2.38M
|
966K
$485M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24- 0.56% |
$10.6K - $11.5K
|
4.24K
$2.13M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
256New |
$113K - $123K
|
256
$128K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
55New |
$24.2K - $26.3K
|
55
$27.6K
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-487- 96.25% |
$214K - $233K
|
19
$9.53K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13New |
$5.72K - $6.23K
|
13
$6.52K
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
988New |
$435K - $473K
|
988
$496K
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.36K- 44.75% |
$1.48M - $1.61M
|
4.15K
$2.08M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-218- 15.17% |
$95.9K - $104K
|
1.22K
$612K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-160- 0.46% |
$70.4K - $76.6K
|
34.3K
$17.2M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.48KNew |
$651K - $708K
|
1.48K
$742K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
156+ 0.94% |
$68.6K - $74.7K
|
16.8K
$8.41M
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
420New |
$185K - $201K
|
420
$211K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.25KNew |
$1.43M - $1.56M
|
3.25K
$1.63M
|