Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.04K+ 28.4% |
$419K - $514K
|
4.71K
$2.74M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1K+ 32.64% |
$403K - $494K
|
4.06K
$2.37M
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
1KNew |
$403K - $494K
|
1K
$583K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
998New |
$402K - $493K
|
998
$582K
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
956New |
$385K - $472K
|
956
$557K
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
955New |
$384K - $472K
|
955
$557K
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
953New |
$384K - $471K
|
953
$556K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
951New |
$383K - $470K
|
951
$555K
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
933+ 11.6% |
$376K - $461K
|
8.98K
$5.24M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
901New |
$363K - $445K
|
901
$525K
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
878+ 22.58% |
$353K - $434K
|
4.77K
$2.78M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
854+ 114.02% |
$344K - $422K
|
1.6K
$935K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
845+ 8.52% |
$340K - $417K
|
10.8K
$6.28M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
841New |
$339K - $415K
|
841
$490K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
839+ 14.28% |
$338K - $414K
|
6.72K
$3.92M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
837+ 1.0% |
$337K - $413K
|
84.3K
$49.1M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
835+ 1.86% |
$336K - $412K
|
45.8K
$26.7M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
815+ 0.59% |
$328K - $402K
|
138K
$80.6M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
810+ 2.03% |
$326K - $400K
|
40.7K
$23.7M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
797+ 23.41% |
$321K - $394K
|
4.2K
$2.45M
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
793+ 3.27% |
$319K - $392K
|
25K
$14.6M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
783+ 6.55% |
$315K - $387K
|
12.7K
$7.42M
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
771+ 74.28% |
$310K - $381K
|
1.81K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
753+ 77.95% |
$303K - $372K
|
1.72K
$1M
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
752+ 2.57% |
$303K - $371K
|
30K
$17.5M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
750+ 6.71% |
$302K - $370K
|
11.9K
$6.96M
|
|
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
725New |
$292K - $358K
|
725
$423K
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$282K - $346K
|
700
$408K
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
700New |
$282K - $346K
|
700
$408K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676New |
$272K - $334K
|
676
$394K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
675+ 0.91% |
$272K - $333K
|
75.1K
$43.8M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
617New |
$248K - $305K
|
617
$360K
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
612New |
$246K - $302K
|
612
$357K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
604New |
$243K - $298K
|
604
$352K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
600+ 92.31% |
$242K - $296K
|
1.25K
$729K
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
600+ 11.84% |
$242K - $296K
|
5.67K
$3.3M
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
600New |
$242K - $296K
|
600
$350K
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
600+ 11.84% |
$242K - $296K
|
5.67K
$3.3M
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
584+ 1.82% |
$235K - $288K
|
32.7K
$19.1M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
582+ 2.74% |
$234K - $287K
|
21.8K
$12.7M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
580New |
$233K - $286K
|
580
$338K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
576New |
$232K - $284K
|
576
$336K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
565+ 111.88% |
$227K - $279K
|
1.07K
$624K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
562+ 2.96% |
$226K - $277K
|
19.5K
$11.4M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
553New |
$223K - $273K
|
553
$322K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
552New |
$222K - $273K
|
552
$322K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
545+ 2.17% |
$219K - $269K
|
25.6K
$14.9M
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
543+ 13.27% |
$219K - $268K
|
4.64K
$2.7M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
542+ 32.85% |
$218K - $268K
|
2.19K
$1.28M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
523New |
$211K - $258K
|
523
$305K
|