Purchases and Sales Made in Q1 2022 in Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P MIDCAP 400 ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-151- 0.77% |
$69.3K - $78.8K
|
19.4K
$11.4M
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-152- 3.91% |
$69.8K - $79.3K
|
3.73K
$2.2M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-153- 0.76% |
$70.3K - $79.8K
|
20.1K
$11.8M
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-153- 0.42% |
$70.3K - $79.8K
|
36.3K
$21.4M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-155- 0.73% |
$71.2K - $80.9K
|
21.1K
$12.4M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-155- 4.19% |
$71.2K - $80.9K
|
3.55K
$2.09M
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-155- 1.78% |
$71.2K - $80.9K
|
8.54K
$5.03M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-163- 0.59% |
$74.9K - $85K
|
27.3K
$16.1M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-163- 19.83% |
$74.9K - $85K
|
659
$389K
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-165- 7.81% |
$75.8K - $86.1K
|
1.95K
$1.15M
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-167- 4.31% |
$76.7K - $87.1K
|
3.71K
$2.19M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-168- 22.22% |
$77.2K - $87.6K
|
588
$347K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-169Closed |
$77.6K - $88.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-169- 11.36% |
$77.6K - $88.2K
|
1.32K
$778K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-171- 0.96% |
$78.5K - $89.2K
|
17.6K
$10.4M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-174- 6.15% |
$79.9K - $90.8K
|
2.65K
$1.56M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-175- 10.59% |
$80.4K - $91.3K
|
1.48K
$872K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-177- 6.41% |
$81.3K - $92.3K
|
2.59K
$1.52M
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-178- 4.38% |
$81.7K - $92.9K
|
3.89K
$2.29M
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-180- 29.03% |
$82.7K - $93.9K
|
440
$259K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-182- 1.79% |
$83.6K - $94.9K
|
9.98K
$5.89M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-185- 12.19% |
$85K - $96.5K
|
1.33K
$786K
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-186- 16.82% |
$85.4K - $97K
|
920
$543K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-187- 20.8% |
$85.9K - $97.6K
|
712
$420K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 1.55% |
$86.8K - $98.6K
|
12K
$7.08M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-189- 1.18% |
$86.8K - $98.6K
|
15.9K
$9.35M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-189- 4.57% |
$86.8K - $98.6K
|
3.95K
$2.33M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-190- 3.78% |
$87.3K - $99.1K
|
4.83K
$2.85M
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-195- 1.84% |
$89.6K - $102K
|
10.4K
$6.14M
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-197- 28.26% |
$90.5K - $103K
|
500
$295K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 15.67% |
$91.8K - $104K
|
1.08K
$634K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-206Closed |
$94.6K - $107K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-207- 9.18% |
$95.1K - $108K
|
2.05K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-209- 30.56% |
$96K - $109K
|
475
$280K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-210- 4.29% |
$96.4K - $110K
|
4.69K
$2.76M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 0.43% |
$96.4K - $110K
|
48.6K
$28.7M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-210- 26.09% |
$96.4K - $110K
|
595
$351K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-212- 2.36% |
$97.4K - $111K
|
8.77K
$5.17M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-212- 1.04% |
$97.4K - $111K
|
20.1K
$11.9M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-213- 0.91% |
$97.8K - $111K
|
23.3K
$13.7M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-213- 13.36% |
$97.8K - $111K
|
1.38K
$814K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-216- 5.45% |
$99.2K - $113K
|
3.75K
$2.21M
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-216- 1.44% |
$99.2K - $113K
|
14.8K
$8.75M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-219- 0.29% |
$101K - $114K
|
74.4K
$43.9M
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-222- 3.03% |
$102K - $116K
|
7.09K
$4.18M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-223- 3.22% |
$102K - $116K
|
6.69K
$3.95M
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-225Closed |
$103K - $117K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-226- 7.86% |
$104K - $118K
|
2.65K
$1.56M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-228- 1.62% |
$105K - $119K
|
13.9K
$8.18M
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-228- 7.0% |
$105K - $119K
|
3.03K
$1.79M
|