Latest Institutional Purchases of Spdr S&P Midcap 400 ETF Trust (MDY)
This list provides information on the latest institutional transactions involving Spdr S&P Midcap 400 ETF Trust (MDY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
377New |
$185K - $210K
|
377
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
368New |
$181K - $205K
|
368
$216K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
367New |
$180K - $204K
|
367
$215K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
361New |
$177K - $201K
|
361
$212K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
361New |
$177K - $201K
|
361
$212K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 100.77% |
$129K - $146K
|
522
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
200New |
$98.3K - $111K
|
200
$117K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
188New |
$92.4K - $105K
|
188
$110K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
180New |
$88.4K - $100K
|
180
$106K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
125New |
$61.4K - $69.6K
|
125
$73.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122+ 0.53% |
$59.9K - $67.9K
|
23.3K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
100New |
$49.1K - $55.6K
|
100
$58.6K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63New |
$31K - $35.1K
|
63
$36.9K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
46New |
$22.6K - $25.6K
|
46
$27K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 6.97% |
$22.6K - $25.6K
|
706
$414K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 60.81% |
$22.1K - $25K
|
119
$69.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
37+ 3.42% |
$18.2K - $20.6K
|
1.12K
$656K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
34+ 8.29% |
$16.7K - $18.9K
|
444
$260K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32New |
$15.7K - $17.8K
|
32
$18.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.43% |
$983 - $1.11K
|
464
$272K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.9K+ 43.9% |
$8.05M - $9.7M
|
62.1K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
5.2KNew |
$2.21M - $2.67M
|
5.2K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.85KNew |
$2.06M - $2.49M
|
4.85K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.74KNew |
$2.01M - $2.43M
|
4.74K
$2.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.9KNew |
$1.66M - $2M
|
3.9K
$2.29M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.12KNew |
$902K - $1.09M
|
2.12K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.02KNew |
$858K - $1.03M
|
2.02K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1KNew |
$425K - $513K
|
1K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
997New |
$424K - $511K
|
997
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
964New |
$410K - $494K
|
964
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700New |
$298K - $359K
|
700
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
624New |
$265K - $320K
|
624
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
600+ 1.97% |
$255K - $308K
|
31K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
600New |
$255K - $308K
|
600
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
600New |
$255K - $308K
|
600
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
520New |
$221K - $267K
|
520
$305K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
508New |
$216K - $260K
|
508
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
460New |
$196K - $236K
|
460
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
448New |
$190K - $230K
|
448
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
440New |
$187K - $226K
|
440
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
437New |
$186K - $224K
|
437
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
430New |
$183K - $220K
|
430
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
430New |
$183K - $220K
|
430
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
425New |
$181K - $218K
|
425
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
424New |
$180K - $217K
|
424
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
422New |
$179K - $216K
|
422
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
420New |
$179K - $215K
|
420
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
414New |
$176K - $212K
|
414
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
404New |
$172K - $207K
|
404
$237K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
400New |
$170K - $205K
|
400
$234K
|
|