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
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
572
+ 69.25%
$263K - $298K
1.4K $824K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
571
+ 9.53%
$262K - $298K
6.56K $3.87M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
570
+ 0.81%
$262K - $297K
70.9K $41.8M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
557
New
$256K - $291K
557 $328K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
553
+ 20.34%
$254K - $289K
3.27K $1.93M
May 12, 2022 Q1 2022
Meridian Wealth Advisors, LLC

BUY
 -
550
+ 4.52%
$253K - $287K
12.7K $7.5M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
540
+ 93.91%
$248K - $282K
1.12K $657K
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
501
New
$230K - $261K
501 $295K
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
500
New
$230K - $261K
500 $295K
May 16, 2022 Q1 2022
Boothbay Fund Management, LLC

New York, NY
BUY
 -
489
+ 84.6%
$225K - $255K
1.07K $629K
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
478
New
$220K - $249K
478 $282K
May 19, 2022 Q1 2022
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
476
+ 97.74%
$219K - $248K
963 $568K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
453
+ 89.53%
$208K - $236K
959 $566K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
445
+ 741.67%
$204K - $232K
505 $298K
May 13, 2022 Q1 2022
J. W. Coons Advisors, LLC

BUY
 -
437
New
$201K - $228K
437 $258K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
425
+ 0.75%
$195K - $222K
57.4K $33.9M
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
409
New
$188K - $213K
409 $241K
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

BUY
 -
407
+ 60.57%
$187K - $212K
1.08K $636K
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
402
+ 1.93%
$185K - $210K
21.2K $12.5M
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
400
+ 5.83%
$184K - $209K
7.26K $4.28M
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
392
+ 30.91%
$180K - $205K
1.66K $979K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
389
+ 3.98%
$179K - $203K
10.2K $5.99M
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
375
+ 38.74%
$172K - $196K
1.34K $792K
May 16, 2022 Q1 2022
Peddock Capital Advisors, LLC

BUY
 -
370
+ 2.43%
$170K - $193K
15.6K $9.19M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
349
+ 14.2%
$160K - $182K
2.81K $1.66M
May 06, 2022 Q1 2022
Klingman & Associates, LLC

BUY
 -
348
+ 0.78%
$160K - $182K
44.9K $26.5M
May 04, 2022 Q1 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
342
+ 138.46%
$157K - $178K
589 $347K
Apr 26, 2022 Q1 2022
Means Investment Co., Inc.

BUY
 -
338
+ 20.18%
$155K - $176K
2.01K $1.19M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
335
+ 9.63%
$154K - $175K
3.81K $2.25M
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
325
New
$149K - $170K
325 $192K
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

BUY
 -
316
+ 15.25%
$145K - $165K
2.39K $1.41M
May 05, 2022 Q1 2022
Montz Harcus Wealth Management LLC

BUY
 -
308
+ 2.41%
$141K - $161K
13.1K $7.71M
Apr 12, 2022 Q1 2022
Dividend Assets Capital, LLC

BUY
 -
305
+ 114.66%
$140K - $159K
571 $337K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
301
+ 5.4%
$138K - $157K
5.88K $3.46M
May 03, 2022 Q1 2022
Securian Asset Management, Inc

BUY
 -
300
New
$138K - $157K
300 $177K
May 05, 2022 Q1 2022
1 St Source Bank

BUY
 -
299
+ 0.79%
$137K - $156K
38K $22.4M
Apr 22, 2022 Q1 2022
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
297
+ 7.37%
$136K - $155K
4.33K $2.55M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
297
+ 2.02%
$136K - $155K
15K $8.86M
May 05, 2022 Q1 2022
Davis R M Inc

Portland, ME
BUY
 -
283
+ 3.55%
$130K - $148K
8.26K $4.87M
May 02, 2022 Q1 2022
Patton Albertson Miller Group, LLC

BUY
 -
270
+ 56.49%
$124K - $141K
748 $441K
Jul 20, 2022 Q1 2022
Triasima Portfolio Management Inc.

BUY
 -
250
New
$115K - $130K
250 $147K
May 04, 2022 Q1 2022
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
250
New
$115K - $130K
250 $147K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
248
+ 8.62%
$114K - $129K
3.13K $1.84M
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

BUY
 -
244
+ 56.09%
$112K - $127K
679 $400K
Apr 22, 2022 Q1 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
238
+ 4.3%
$109K - $124K
5.78K $3.41M
May 03, 2022 Q1 2022
Hoyle Cohen, LLC

BUY
 -
236
+ 4.24%
$108K - $123K
5.8K $3.42M
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
219
+ 5.12%
$101K - $114K
4.49K $2.65M
May 02, 2022 Q1 2022
Altfest L J & CO Inc

BUY
 -
219
+ 16.99%
$101K - $114K
1.51K $889K
May 09, 2022 Q1 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
216
New
$99.2K - $113K
216 $127K

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