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 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
61+ 2.63% |
$24.6K - $30.1K
|
2.38K
$1.39M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
61+ 3.21% |
$24.6K - $30.1K
|
1.96K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
60+ 3.98% |
$24.2K - $29.6K
|
1.57K
$914K
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
59+ 1.0% |
$23.8K - $29.1K
|
5.93K
$3.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
58+ 6.05% |
$23.3K - $28.6K
|
1.02K
$593K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$23.3K - $28.6K
|
6.11K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
58+ 0.37% |
$23.3K - $28.6K
|
15.9K
$9.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
58+ 1.92% |
$23.3K - $28.6K
|
3.08K
$1.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 61.29% |
$22.9K - $28.1K
|
150
$87.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
55+ 2.45% |
$22.1K - $27.2K
|
2.3K
$1.34M
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
55+ 6.02% |
$22.1K - $27.2K
|
968
$564K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52+ 1.42% |
$20.9K - $25.7K
|
3.72K
$2.17M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
51+ 2.03% |
$20.5K - $25.2K
|
2.57K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
48+ 0.1% |
$19.3K - $23.7K
|
48.7K
$28.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
48+ 2.79% |
$19.3K - $23.7K
|
1.77K
$1.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
48+ 1.26% |
$19.3K - $23.7K
|
3.85K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46New |
$18.5K - $22.7K
|
46
$26.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46+ 10.48% |
$18.5K - $22.7K
|
485
$283K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
45+ 8.79% |
$18.1K - $22.2K
|
557
$325K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
45+ 2.24% |
$18.1K - $22.2K
|
2.06K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
43+ 0.09% |
$17.3K - $21.2K
|
45.4K
$26.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
43+ 0.56% |
$17.3K - $21.2K
|
7.77K
$4.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41+ 4.89% |
$16.5K - $20.2K
|
880
$513K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 2.15% |
$16.1K - $19.8K
|
1.9K
$1.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
40+ 1.4% |
$16.1K - $19.8K
|
2.9K
$1.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
38+ 6.56% |
$15.3K - $18.8K
|
617
$360K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 0.45% |
$15.3K - $18.8K
|
8.52K
$4.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
36+ 0.46% |
$14.5K - $17.8K
|
7.79K
$4.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
36+ 2.4% |
$14.5K - $17.8K
|
1.53K
$894K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
35+ 2.39% |
$14.1K - $17.3K
|
1.5K
$876K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 5.05% |
$12.5K - $15.3K
|
645
$376K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30+ 0.76% |
$12.1K - $14.8K
|
3.99K
$2.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30New |
$12.1K - $14.8K
|
30
$17.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27New |
$10.9K - $13.3K
|
27
$15.7K
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
27+ 0.47% |
$10.9K - $13.3K
|
5.81K
$3.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26+ 0.26% |
$10.5K - $12.8K
|
10.2K
$5.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
25New |
$10.1K - $12.3K
|
25
$14.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.02% |
$10.1K - $12.3K
|
2.47K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23+ 0.49% |
$9.26K - $11.4K
|
4.73K
$2.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$8.05K - $9.88K
|
20
$11.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
20+ 2.22% |
$8.05K - $9.88K
|
919
$536K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
19+ 0.47% |
$7.65K - $9.38K
|
4.07K
$2.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17+ 6.88% |
$6.84K - $8.39K
|
264
$154K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.46% |
$6.84K - $8.39K
|
3.73K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 8.8% |
$4.43K - $5.43K
|
136
$79.3K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11+ 0.2% |
$4.43K - $5.43K
|
5.53K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.02% |
$4.43K - $5.43K
|
48.6K
$28.3M
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
11+ 1.19% |
$4.43K - $5.43K
|
937
$546K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.23% |
$4.43K - $5.43K
|
4.81K
$2.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 2.11% |
$4.03K - $4.94K
|
485
$283K
|