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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-14- 10.85% |
$5.62K - $6.73K
|
115
$67.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.13% |
$28.5K - $34.2K
|
54.6K
$32M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.2KClosed |
$5.32M - $6.37M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-75- 2.05% |
$30.1K - $36.1K
|
3.59K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4- 0.47% |
$1.61K - $1.92K
|
845
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
500+ 125.0% |
$201K - $241K
|
900
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
21New |
$8.43K - $10.1K
|
21
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.21K+ 200.5% |
$1.29M - $1.55M
|
4.82K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
200+ 40.0% |
$80.3K - $96.2K
|
700
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-535- 40.14% |
$215K - $257K
|
798
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
248+ 0.22% |
$99.6K - $119K
|
111K
$65.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
23+ 3.17% |
$9.24K - $11.1K
|
748
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2K+ 285.71% |
$803K - $962K
|
2.7K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
576New |
$231K - $277K
|
576
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
939+ 2.68% |
$377K - $452K
|
36K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20+ 0.42% |
$8.03K - $9.62K
|
4.73K
$2.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1K- 53.76% |
$402K - $481K
|
860
$504K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
575New |
$231K - $277K
|
575
$337K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.05KNew |
$823K - $986K
|
2.05K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
576New |
$231K - $277K
|
576
$338K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
576New |
$231K - $277K
|
576
$338K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-28- 1.15% |
$11.2K - $13.5K
|
2.4K
$1.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.02KNew |
$410K - $491K
|
1.02K
$598K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.34KNew |
$1.74M - $2.09M
|
4.34K
$2.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
740New |
$297K - $356K
|
740
$434K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-75- 10.04% |
$30.1K - $36.1K
|
672
$394K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-104- 3.55% |
$41.8K - $50K
|
2.83K
$1.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
532New |
$214K - $256K
|
532
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-14- 15.73% |
$5.62K - $6.73K
|
75
$44K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 40.0% |
$3.21K - $3.85K
|
12
$7.03K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
9New |
$3.61K - $4.33K
|
9
$5.28K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$445K - $533K
|
1.11K
$649K
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
515New |
$207K - $248K
|
515
$302K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
553+ 4.23% |
$222K - $266K
|
13.6K
$7.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
518New |
$208K - $249K
|
518
$304K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
790New |
$317K - $380K
|
790
$463K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-501Closed |
$202K - $247K
|
0
$0
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 60.0% |
$9.66K - $11.9K
|
16
$9.38K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-381Closed |
$153K - $188K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.77KClosed |
$1.11M - $1.37M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
43+ 0.56% |
$17.3K - $21.2K
|
7.77K
$4.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-16.7KClosed |
$6.72M - $8.24M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-561Closed |
$226K - $277K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-6.59KClosed |
$2.65M - $3.25M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
108+ 23.89% |
$43.5K - $53.3K
|
560
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-78- 5.58% |
$31.4K - $38.5K
|
1.32K
$774K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-25Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-50- 7.02% |
$20.1K - $24.7K
|
662
$388K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-589Closed |
$237K - $291K
|
0
$0
|
|