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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
185New |
$81.4K - $88.6K
|
185
$92.8K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
12+ 1.76% |
$5.28K - $5.75K
|
695
$349K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
94+ 10.83% |
$41.4K - $45K
|
962
$483K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
15.3KNew |
$6.75M - $7.35M
|
15.3K
$7.7M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.86% |
$49.7K - $54.1K
|
5.95K
$2.99M
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
18+ 0.64% |
$7.92K - $8.62K
|
2.85K
$1.43M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.35% |
$1.32K - $1.44K
|
871
$437K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
861New |
$379K - $412K
|
861
$432K
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
165+ 12.97% |
$72.6K - $79K
|
1.44K
$721K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36- 13.19% |
$15.8K - $17.2K
|
237
$119K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 33.33% |
$18K - $19.6K
|
164
$82.3K
|
|
Q1 2023 | |||||||
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
130New |
$56.3K - $64.6K
|
130
$65.2K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32New |
$13.9K - $15.9K
|
32
$16.1K
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.07K- 49.01% |
$462K - $530K
|
1.11K
$557K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.23KClosed |
$532K - $610K
|
0
$0
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 21.65% |
$43.3K - $49.7K
|
362
$182K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
491+ 8.43% |
$213K - $244K
|
6.32K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
6KNew |
$2.6M - $2.98M
|
6K
$3.01M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
671+ 9.69% |
$291K - $334K
|
7.59K
$3.81M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$552K - $634K
|
1.28K
$640K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.31K- 62.45% |
$566K - $650K
|
786
$394K
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-16.8K- 97.27% |
$7.26M - $8.33M
|
471
$236K
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.72K+ 2.71% |
$744K - $854K
|
65.2K
$32.7M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4KNew |
$1.47M - $1.69M
|
3.4K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
40New |
$17.3K - $19.9K
|
40
$20.1K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-150- 50.0% |
$65K - $74.6K
|
150
$75.3K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
650New |
$282K - $323K
|
650
$326K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.5KNew |
$1.95M - $2.24M
|
4.5K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
250New |
$108K - $124K
|
250
$125K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-234- 3.49% |
$101K - $116K
|
6.47K
$3.25M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.78% |
$1.73K - $1.99K
|
518
$260K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
114New |
$49.4K - $56.7K
|
114
$57.2K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
226New |
$97.9K - $112K
|
226
$113K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
586New |
$254K - $291K
|
586
$294K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1- 5.0% |
$433 - $497
|
19
$9.53K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 5.07% |
$15.2K - $17.4K
|
656
$329K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$139K - $159K
|
320
$161K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30New |
$13K - $14.9K
|
30
$15.1K
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
450New |
$195K - $224K
|
450
$226K
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-42- 4.99% |
$18.2K - $20.9K
|
799
$401K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2New |
$866 - $994
|
2
$1K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
441New |
$191K - $219K
|
441
$221K
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9- 1.28% |
$3.9K - $4.47K
|
694
$348K
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$57.7M - $66.2M
|
133K
$66.9M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.16K+ 54.31% |
$936K - $1.07M
|
6.14K
$3.08M
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-9- 1.83% |
$3.9K - $4.47K
|
484
$243K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-62- 6.2% |
$26.9K - $30.8K
|
938
$471K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
150New |
$65K - $74.6K
|
150
$75.3K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9- 0.21% |
$3.9K - $4.47K
|
4.35K
$2.18M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$10.8K - $12.4K
|
25
$12.5K
|