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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.3K+ 31.39% |
$1.97M - $2.24M
|
18K
$10.6M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.97KNew |
$1.82M - $2.07M
|
3.97K
$2.34M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
3.65K+ 4.0% |
$1.67M - $1.9M
|
94.9K
$56M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.49K+ 11643.33% |
$1.6M - $1.82M
|
3.52K
$2.08M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 470.85% |
$1.5M - $1.7M
|
3.96K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.21K+ 7.57% |
$1.47M - $1.67M
|
45.5K
$26.8M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.2KNew |
$1.47M - $1.67M
|
3.2K
$1.88M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.13K+ 55.84% |
$1.44M - $1.63M
|
8.74K
$5.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
3.08K+ 2.0% |
$1.41M - $1.61M
|
157K
$92.8M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
2.75K+ 20.76% |
$1.26M - $1.43M
|
16K
$9.43M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 556.28% |
$1.22M - $1.39M
|
3.14K
$1.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
2.62K+ 5.54% |
$1.2M - $1.36M
|
49.9K
$29.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.57K+ 4.0% |
$1.18M - $1.34M
|
66.8K
$39.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
2.55K+ 1.99% |
$1.17M - $1.33M
|
131K
$77.3M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.55K+ 17.8% |
$1.17M - $1.33M
|
16.9K
$9.94M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.53K+ 38.94% |
$1.16M - $1.32M
|
9.01K
$5.31M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.51K+ 55.79% |
$1.15M - $1.31M
|
7K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.49KNew |
$1.14M - $1.3M
|
2.49K
$1.47M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.41K+ 6.53% |
$1.11M - $1.26M
|
39.3K
$23.2M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.35K+ 102.53% |
$1.08M - $1.23M
|
4.65K
$2.74M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.26K+ 10.05% |
$1.04M - $1.18M
|
24.7K
$14.6M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.11K+ 9.18% |
$969K - $1.1M
|
25.1K
$14.8M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 12.15% |
$944K - $1.07M
|
19K
$11.2M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.98K+ 249.94% |
$908K - $1.03M
|
2.77K
$1.63M
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.85K+ 6.91% |
$850K - $965K
|
28.6K
$16.9M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 29.97% |
$848K - $964K
|
8.01K
$4.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.72K+ 9.07% |
$792K - $899K
|
20.7K
$12.2M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.7KNew |
$779K - $885K
|
1.7K
$1M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.68KNew |
$772K - $877K
|
1.68K
$992K
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$758K - $861K
|
1.65K
$973K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.49K+ 3.57% |
$686K - $779K
|
43.3K
$25.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
1.48KNew |
$677K - $770K
|
1.48K
$870K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 28.69% |
$676K - $768K
|
6.6K
$3.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.46K+ 1.43% |
$672K - $763K
|
104K
$61.4M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.44K+ 31.63% |
$663K - $753K
|
6.01K
$3.54M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.43K+ 28.56% |
$654K - $743K
|
6.42K
$3.78M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.41K+ 2.72% |
$648K - $736K
|
53.2K
$31.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.4K+ 3.25% |
$643K - $730K
|
44.5K
$26.3M
|
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.37K+ 105.38% |
$629K - $715K
|
2.67K
$1.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.34K+ 9.22% |
$615K - $699K
|
15.9K
$9.36M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.34KNew |
$614K - $698K
|
1.34K
$788K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 107.78% |
$585K - $665K
|
2.46K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.27K+ 141.44% |
$585K - $664K
|
2.17K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 372.35% |
$581K - $660K
|
1.61K
$947K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.25KNew |
$572K - $650K
|
1.25K
$735K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 95.5% |
$556K - $632K
|
2.48K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.2K+ 4.01% |
$552K - $628K
|
31.2K
$18.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.17K+ 17.01% |
$535K - $608K
|
8.01K
$4.72M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.15KNew |
$528K - $600K
|
1.15K
$678K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 18.69% |
$496K - $564K
|
6.86K
$4.05M
|