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 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 1.58% |
$35.8K - $40.7K
|
5.01K
$2.96M
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
77+ 4.28% |
$35.4K - $40.2K
|
1.88K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76+ 0.13% |
$34.9K - $39.6K
|
60.6K
$35.8M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
70+ 4.07% |
$32.1K - $36.5K
|
1.79K
$1.05M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
68+ 5.27% |
$31.2K - $35.5K
|
1.36K
$801K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
67+ 0.51% |
$30.8K - $35K
|
13.1K
$7.73M
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
67+ 3.89% |
$30.8K - $35K
|
1.79K
$1.05M
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
64+ 1.67% |
$29.4K - $33.4K
|
3.9K
$2.3M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
62+ 5.68% |
$28.5K - $32.3K
|
1.15K
$680K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
62+ 1.66% |
$28.5K - $32.3K
|
3.79K
$2.23M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
61+ 254.17% |
$28K - $31.8K
|
85
$50.1K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
60+ 1.97% |
$27.6K - $31.3K
|
3.1K
$1.83M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
59+ 3.48% |
$27.1K - $30.8K
|
1.75K
$1.03M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
59+ 5.12% |
$27.1K - $30.8K
|
1.21K
$714K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59+ 0.85% |
$27.1K - $30.8K
|
6.97K
$4.11M
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
55New |
$25.3K - $28.7K
|
55
$32.4K
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
54New |
$24.8K - $28.2K
|
54
$31.8K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54+ 2.9% |
$24.8K - $28.2K
|
1.91K
$1.13M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
51+ 1.85% |
$23.4K - $26.6K
|
2.81K
$1.66M
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
50+ 0.21% |
$23K - $26.1K
|
24.2K
$14.3M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
50+ 6.37% |
$23K - $26.1K
|
835
$492K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
50New |
$23K - $26.1K
|
50
$29.5K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
50+ 238.1% |
$23K - $26.1K
|
71
$41.9K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
49+ 0.2% |
$22.5K - $25.6K
|
24.4K
$14.4M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
48+ 2.99% |
$22K - $25K
|
1.66K
$977K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
48+ 9.36% |
$22K - $25K
|
561
$331K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
47+ 1.17% |
$21.6K - $24.5K
|
4.05K
$2.39M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46+ 0.45% |
$21.1K - $24K
|
10.2K
$6.03M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
45+ 10.3% |
$20.7K - $23.5K
|
482
$284K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 0.58% |
$19.3K - $21.9K
|
7.3K
$4.31M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
42+ 0.31% |
$19.3K - $21.9K
|
13.6K
$8.04M
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
41+ 68.33% |
$18.8K - $21.4K
|
101
$59.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
41+ 0.27% |
$18.8K - $21.4K
|
15.5K
$9.11M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 19.8% |
$17.9K - $20.3K
|
236
$139K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 8.22% |
$16.1K - $18.3K
|
461
$272K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
33+ 3.81% |
$15.2K - $17.2K
|
899
$530K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32+ 2.82% |
$14.7K - $16.7K
|
1.17K
$688K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
30+ 0.23% |
$13.8K - $15.7K
|
12.9K
$7.59M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 4.58% |
$12.9K - $14.6K
|
640
$377K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
25New |
$11.5K - $13K
|
25
$14.7K
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.39% |
$11.5K - $13K
|
6.52K
$3.84M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 150.0% |
$11K - $12.5K
|
40
$23.6K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
23+ 0.87% |
$10.6K - $12K
|
2.67K
$1.57M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
23+ 5.61% |
$10.6K - $12K
|
433
$255K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22New |
$10.1K - $11.5K
|
22
$13K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
22+ 0.22% |
$10.1K - $11.5K
|
10.1K
$5.98M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.53% |
$9.64K - $11K
|
3.97K
$2.34M
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 3.03% |
$9.18K - $10.4K
|
680
$401K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 3.03% |
$9.18K - $10.4K
|
680
$401K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20+ 4.48% |
$9.18K - $10.4K
|
466
$275K
|