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 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 48.78% |
$9.18K - $10.4K
|
61
$36K
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
19+ 3.08% |
$8.73K - $9.91K
|
636
$375K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
18+ 3.86% |
$8.27K - $9.39K
|
484
$285K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 3.42% |
$7.35K - $8.35K
|
484
$285K
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
BUY
|
- |
15+ 0.07% |
$6.89K - $7.83K
|
20.6K
$12.1M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.31% |
$5.51K - $6.26K
|
532
$314K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.76% |
$5.51K - $6.26K
|
1.59K
$936K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
12+ 0.14% |
$5.51K - $6.26K
|
8.68K
$5.12M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11+ 1.03% |
$5.05K - $5.74K
|
1.08K
$637K
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$3.67K - $4.17K
|
15.9K
$9.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.34% |
$3.67K - $4.17K
|
2.38K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7+ 0.33% |
$3.21K - $3.65K
|
2.14K
$1.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 116.67% |
$3.21K - $3.65K
|
13
$7.67K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6+ 0.92% |
$2.76K - $3.13K
|
656
$387K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.29% |
$2.3K - $2.61K
|
1.75K
$1.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$2.3K - $2.61K
|
10.4K
$6.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5+ 0.38% |
$2.3K - $2.61K
|
1.33K
$783K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.26% |
$2.3K - $2.61K
|
1.89K
$1.12M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.04% |
$1.84K - $2.09K
|
10.6K
$6.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4+ 0.29% |
$1.84K - $2.09K
|
1.37K
$807K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 1.23% |
$1.38K - $1.57K
|
247
$146K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.38K - $1.57K
|
813
$479K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$1.38K - $1.57K
|
3
$1.77K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.3% |
$1.38K - $1.57K
|
1K
$591K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.15% |
$918 - $1.04K
|
1.3K
$766K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$918 - $1.04K
|
3.36K
$1.98M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.22% |
$918 - $1.04K
|
895
$528K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.3% |
$918 - $1.04K
|
667
$393K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.06% |
$918 - $1.04K
|
3.55K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.11% |
$918 - $1.04K
|
1.76K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.26% |
$918 - $1.04K
|
768
$453K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.18% |
$918 - $1.04K
|
1.12K
$657K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.02% |
$918 - $1.04K
|
8.84K
$5.22M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.24% |
$918 - $1.04K
|
828
$488K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$459 - $522
|
660
$389K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$459 - $522
|
1.74K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.07% |
$459 - $522
|
1.53K
$901K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.14% |
$459 - $522
|
738
$435K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$459 - $522
|
5.46K
$3.22M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.15% |
$459 - $522
|
681
$402K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.05% |
$459 - $522
|
2.15K
$1.27M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.2% |
$459 - $522
|
491
$290K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.13% |
$459 - $522
|
784
$462K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$459 - $522
|
546
$322K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.39% |
$459 - $522
|
258
$152K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$459 - $522
|
452
$267K
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
1+ 0.05% |
$459 - $522
|
2.19K
$1.29M
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1+ 0.03% |
$459 - $522
|
3.51K
$2.07M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.07% |
$459 - $522
|
1.53K
$901K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$459 - $522
|
585
$345K
|