Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.11% |
$486 - $531
|
893
$533K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.01% |
$486 - $531
|
8.84K
$5.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.06% |
$486 - $531
|
1.6K
$955K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.07% |
$486 - $531
|
1.35K
$807K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.11% |
$486 - $531
|
874
$521K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$486 - $531
|
4.41K
$2.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.15% |
$486 - $531
|
682
$407K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$486 - $531
|
1.55K
$927K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.14% |
$486 - $531
|
737
$440K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$486 - $531
|
8.72K
$5.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$486 - $531
|
1.15K
$685K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$486 - $531
|
967
$577K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.15% |
$486 - $531
|
665
$397K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1- 0.14% |
$486 - $531
|
697
$416K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.23% |
$486 - $531
|
429
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 0.21% |
$486 - $531
|
484
$289K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.08% |
$486 - $531
|
1.24K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1- 0.24% |
$486 - $531
|
421
$251K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2- 0.05% |
$971 - $1.06K
|
4.31K
$2.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-2- 0.47% |
$971 - $1.06K
|
425
$253K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2- 0.14% |
$971 - $1.06K
|
1.45K
$865K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2- 0.04% |
$971 - $1.06K
|
4.95K
$2.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.7% |
$1.46K - $1.59K
|
424
$253K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3- 0.15% |
$1.46K - $1.59K
|
1.95K
$1.16M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4- 1.61% |
$1.94K - $2.12K
|
244
$146K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4- 1.24% |
$1.94K - $2.12K
|
319
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 11.76% |
$1.94K - $2.12K
|
30
$17.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-4- 0.03% |
$1.94K - $2.12K
|
13K
$7.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5- 1.06% |
$2.43K - $2.66K
|
466
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5- 0.29% |
$2.43K - $2.66K
|
1.72K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.91% |
$2.43K - $2.66K
|
545
$325K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5- 0.35% |
$2.43K - $2.66K
|
1.41K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6- 0.15% |
$2.91K - $3.19K
|
3.96K
$2.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-6- 0.82% |
$2.91K - $3.19K
|
722
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6- 0.61% |
$2.91K - $3.19K
|
979
$584K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.8% |
$3.4K - $3.72K
|
868
$518K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-7- 0.14% |
$3.4K - $3.72K
|
5.04K
$3.01M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-8- 0.81% |
$3.89K - $4.25K
|
976
$582K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8- 0.49% |
$3.89K - $4.25K
|
1.62K
$963K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 1.52% |
$3.89K - $4.25K
|
520
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.21% |
$4.37K - $4.78K
|
4.28K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-10- 1.13% |
$4.86K - $5.31K
|
872
$520K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-10- 1.37% |
$4.86K - $5.31K
|
718
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
$4.86K - $5.31K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-10- 5.1% |
$4.86K - $5.31K
|
186
$111K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10- 1.1% |
$4.86K - $5.31K
|
899
$536K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10- 1.32% |
$4.86K - $5.31K
|
750
$447K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-12- 9.92% |
$5.83K - $6.37K
|
109
$65K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-12- 1.01% |
$5.83K - $6.37K
|
1.18K
$705K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.11% |
$5.83K - $6.37K
|
11.2K
$6.67M
|