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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-422Closed |
$194K - $220K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-466KClosed |
$214M - $243M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
305+ 114.66% |
$140K - $159K
|
571
$287K
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-394Closed |
$181K - $206K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.89KClosed |
$1.33M - $1.51M
|
0
$0
|
|
Q4 2021 | |||||||
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.25KClosed |
$1.09M - $1.19M
|
0
$0
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-750Closed |
$364K - $398K
|
0
$0
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-99- 16.31% |
$48.1K - $52.6K
|
508
$255K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$12.1K - $13.3K
|
25
$12.5K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
90New |
$43.7K - $47.8K
|
90
$45.2K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$15.1K - $16.5K
|
31
$15.6K
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-10- 1.13% |
$4.86K - $5.31K
|
872
$438K
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
35New |
$17K - $18.6K
|
35
$17.6K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
222New |
$108K - $118K
|
222
$111K
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.18KClosed |
$575K - $629K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
685New |
$333K - $364K
|
685
$344K
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-712Closed |
$346K - $378K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
SELL
|
- |
-1.09KClosed |
$531K - $580K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120Closed |
$58.3K - $63.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-416Closed |
$202K - $221K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-59- 9.88% |
$28.7K - $31.3K
|
538
$270K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
134+ 10.69% |
$65.1K - $71.2K
|
1.39K
$696K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-2.16KClosed |
$1.05M - $1.15M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
959New |
$466K - $509K
|
959
$481K
|
|
Feb 04, 2022
Q4 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-485Closed |
$236K - $258K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-525Closed |
$255K - $279K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-448Closed |
$218K - $238K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
41New |
$19.9K - $21.8K
|
41
$20.6K
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-487Closed |
$237K - $259K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-20- 44.44% |
$9.71K - $10.6K
|
25
$12.5K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-15Closed |
$7.29K - $7.97K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-418- 30.42% |
$203K - $222K
|
956
$480K
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-672Closed |
$326K - $357K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-32Closed |
$15.5K - $17K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
400+ 24.51% |
$194K - $212K
|
2.03K
$1.02M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-45Closed |
$21.9K - $23.9K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.51KClosed |
$732K - $800K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-466Closed |
$226K - $247K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.39K+ 122.51% |
$1.12M - $1.21M
|
4.34K
$2.18M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.4KClosed |
$2.53M - $2.73M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-288Closed |
$135K - $146K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 51.05% |
$567K - $612K
|
1.16K
$582K
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.22KClosed |
$570K - $616K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.18KClosed |
$2.43M - $2.62M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-513Closed |
$240K - $260K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
855New |
$400K - $433K
|
855
$429K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25Closed |
$11.7K - $12.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.37KClosed |
$2.05M - $2.21M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-10Closed |
$4.68K - $5.06K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
255+ 48.57% |
$119K - $129K
|
780
$391K
|