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 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$459 - $522
|
958
$565K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.12% |
$459 - $522
|
839
$495K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 1.3% |
$459 - $522
|
78
$46K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$459 - $522
|
1.15K
$678K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.5% |
$459 - $522
|
199
$117K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1- 0.02% |
$459 - $522
|
4.31K
$2.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.43% |
$918 - $1.04K
|
462
$272K
|
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2- 0.44% |
$918 - $1.04K
|
457
$269K
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2- 0.02% |
$918 - $1.04K
|
10.9K
$6.41M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.49% |
$1.38K - $1.57K
|
614
$362K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-3- 2.75% |
$1.38K - $1.57K
|
106
$62.5K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-3- 0.06% |
$1.38K - $1.57K
|
5.04K
$2.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$1.38K - $1.57K
|
2.43K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3- 0.36% |
$1.38K - $1.57K
|
824
$486K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.83% |
$1.84K - $2.09K
|
478
$282K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.72% |
$1.84K - $2.09K
|
551
$325K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4- 0.57% |
$1.84K - $2.09K
|
693
$409K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.76% |
$2.3K - $2.61K
|
656
$387K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.3% |
$2.3K - $2.61K
|
1.65K
$975K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$2.3K - $2.61K
|
6.58K
$3.88M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5- 0.28% |
$2.3K - $2.61K
|
1.75K
$1.03M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-6- 0.48% |
$2.76K - $3.13K
|
1.24K
$728K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.39% |
$2.76K - $3.13K
|
1.55K
$913K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7- 0.98% |
$3.21K - $3.65K
|
706
$416K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7- 0.02% |
$3.21K - $3.65K
|
35.1K
$20.7M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-8- 1.17% |
$3.67K - $4.17K
|
676
$399K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9- 0.56% |
$4.13K - $4.7K
|
1.59K
$939K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9- 0.42% |
$4.13K - $4.7K
|
2.13K
$1.26M
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-9- 0.62% |
$4.13K - $4.7K
|
1.44K
$850K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-9Closed |
$4.13K - $4.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9- 0.31% |
$4.13K - $4.7K
|
2.92K
$1.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-9Closed |
$4.13K - $4.7K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.48% |
$4.59K - $5.22K
|
2.09K
$1.23M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10- 0.24% |
$4.59K - $5.22K
|
4.12K
$2.43M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-10- 1.02% |
$4.59K - $5.22K
|
966
$570K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-10- 0.64% |
$4.59K - $5.22K
|
1.56K
$919K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.72% |
$4.59K - $5.22K
|
1.37K
$810K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10- 1.39% |
$4.59K - $5.22K
|
712
$420K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.1% |
$4.59K - $5.22K
|
898
$530K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-13- 39.39% |
$5.97K - $6.78K
|
20
$11.8K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$6.43K - $7.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14- 0.99% |
$6.43K - $7.3K
|
1.4K
$825K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-15- 0.38% |
$6.89K - $7.83K
|
3.9K
$2.3M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-15- 3.23% |
$6.89K - $7.83K
|
449
$265K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-15- 18.07% |
$6.89K - $7.83K
|
68
$40.1K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-15- 1.89% |
$6.89K - $7.83K
|
778
$459K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15- 3.23% |
$6.89K - $7.83K
|
449
$265K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-15- 3.5% |
$6.89K - $7.83K
|
414
$244K
|
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-15- 2.45% |
$6.89K - $7.83K
|
596
$351K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-15- 0.84% |
$6.89K - $7.83K
|
1.77K
$1.04M
|