Purchases and Sales Made in Q1 2022 in Spdr S&P Midcap 400 ETF Trust (MDY)

MDY Quotes by TradingView

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
Mariner, LLC

Overland Park, KS
BUY
 -
1.08K
+ 1.31%
$496K - $563K
83.4K $49.2M
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.06K
+ 358.78%
$488K - $554K
1.36K $801K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.01K
New
$463K - $526K
1.01K $595K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
999
+ 12.15%
$459K - $521K
9.22K $5.44M
May 10, 2022 Q1 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
985
+ 24.77%
$452K - $514K
4.96K $2.93M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
982
+ 36.6%
$451K - $512K
3.67K $2.16M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
955
+ 108.28%
$439K - $498K
1.84K $1.08M
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

BUY
 -
950
New
$436K - $496K
950 $560K
May 06, 2022 Q1 2022
White Pine Investment CO

BUY
 -
913
New
$419K - $476K
913 $538K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
913
+ 130.43%
$419K - $476K
1.61K $951K
Apr 26, 2022 Q1 2022
Petix & Botte CO

BUY
 -
898
+ 97.82%
$412K - $468K
1.82K $1.07M
May 16, 2022 Q1 2022
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
897
+ 178.69%
$412K - $468K
1.4K $825K
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
885
New
$406K - $462K
885 $522K
May 16, 2022 Q1 2022
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
873
+ 7.06%
$401K - $455K
13.2K $7.8M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
841
+ 0.85%
$386K - $439K
99.4K $58.6M
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

BUY
 -
828
+ 172.86%
$380K - $432K
1.31K $771K
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
815
New
$374K - $425K
815 $481K
May 16, 2022 Q1 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
810
+ 1.45%
$372K - $423K
56.8K $33.5M
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
800
+ 2.21%
$367K - $417K
37K $21.8M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
788
+ 2.55%
$362K - $411K
31.7K $18.7M
May 11, 2022 Q1 2022
Stone X Group Inc.

BUY
 -
784
+ 63.95%
$360K - $409K
2.01K $1.19M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
775
New
$356K - $404K
775 $457K
May 10, 2022 Q1 2022
Miramar Capital, LLC

BUY
 -
753
+ 152.74%
$346K - $393K
1.25K $735K
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

BUY
 -
750
+ 107.14%
$344K - $391K
1.45K $855K
Apr 29, 2022 Q1 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
723
New
$332K - $377K
723 $426K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
713
+ 5.32%
$327K - $372K
14.1K $8.32M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
703
New
$323K - $367K
703 $415K
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

BUY
 -
702
New
$322K - $366K
702 $414K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
699
New
$321K - $365K
699 $412K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
689
+ 0.5%
$316K - $359K
138K $81.3M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
688
+ 124.41%
$316K - $359K
1.24K $732K
Jul 19, 2022 Q1 2022
Peterson Financial Group, Inc.

BUY
 -
686
New
$315K - $358K
686 $405K
May 16, 2022 Q1 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
668
+ 10.81%
$307K - $348K
6.85K $4.04M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
665
+ 32.11%
$305K - $347K
2.74K $1.61M
May 16, 2022 Q1 2022
Saxon Interests, Inc.

BUY
 -
656
New
$301K - $342K
656 $387K
May 04, 2022 Q1 2022
Coastline Trust CO

BUY
 -
648
+ 13.49%
$298K - $338K
5.45K $3.21M
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
638
New
$293K - $333K
638 $376K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
636
+ 20.59%
$292K - $332K
3.73K $2.2M
Apr 18, 2022 Q1 2022
M. Kraus & CO

BUY
 -
629
+ 50.56%
$289K - $328K
1.87K $1.1M
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
626
+ 3.39%
$287K - $327K
19.1K $11.3M
Aug 26, 2024 Q1 2022
Peterson Financial Group, Inc.

BUY
 -
624
New
$287K - $326K
624 $368K
Apr 15, 2022 Q1 2022
Tkg Advisors, LLC

BUY
 -
618
+ 5.62%
$284K - $322K
11.6K $6.85M
May 16, 2022 Q1 2022
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
616
New
$283K - $321K
616 $363K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
607
+ 3.61%
$279K - $317K
17.4K $10.3M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
597
+ 0.54%
$274K - $311K
111K $65.6M
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
591
New
$271K - $308K
591 $349K
Apr 27, 2022 Q1 2022
Newport Capital Group, LLC

BUY
 -
589
+ 7.46%
$270K - $307K
8.48K $5M
May 13, 2022 Q1 2022
Tower View Investment Management & Research LLC

BUY
 -
586
+ 16.71%
$269K - $306K
4.09K $2.41M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
572
+ 69.25%
$263K - $298K
1.4K $824K

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