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 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 0.34% |
$17.5K - $19.1K
|
10.7K
$6.38M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-38- 0.31% |
$18.5K - $20.2K
|
12.2K
$7.28M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-38- 0.36% |
$18.5K - $20.2K
|
10.5K
$6.29M
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-39- 1.05% |
$18.9K - $20.7K
|
3.68K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-40- 0.78% |
$19.4K - $21.2K
|
5.1K
$3.04M
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-40- 0.13% |
$19.4K - $21.2K
|
31.7K
$18.9M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-40- 57.14% |
$19.4K - $21.2K
|
30
$17.9K
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
SELL
|
- |
-40- 5.06% |
$19.4K - $21.2K
|
750
$447K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-40- 0.38% |
$19.4K - $21.2K
|
10.4K
$6.2M
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-41- 1.03% |
$19.9K - $21.8K
|
3.92K
$2.34M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-44- 6.66% |
$21.4K - $23.4K
|
617
$368K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-45Closed |
$21.9K - $23.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-45- 4.01% |
$21.9K - $23.9K
|
1.08K
$642K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.05% |
$21.9K - $23.9K
|
4.24K
$2.53M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-46- 7.47% |
$22.3K - $24.4K
|
570
$340K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-47- 0.15% |
$22.8K - $25K
|
30.9K
$18.4M
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-50- 5.88% |
$24.3K - $26.6K
|
800
$477K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50- 0.8% |
$24.3K - $26.6K
|
6.24K
$3.72M
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-50- 2.25% |
$24.3K - $26.6K
|
2.18K
$1.3M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-50Closed |
$24.3K - $26.6K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-51- 0.11% |
$24.8K - $27.1K
|
44.6K
$26.6M
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-52- 0.78% |
$25.3K - $27.6K
|
6.63K
$3.95M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52- 5.83% |
$25.3K - $27.6K
|
840
$501K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52- 1.44% |
$25.3K - $27.6K
|
3.55K
$2.12M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-52- 2.12% |
$25.3K - $27.6K
|
2.4K
$1.43M
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-53- 10.77% |
$25.7K - $28.1K
|
439
$262K
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-54- 5.56% |
$26.2K - $28.7K
|
917
$547K
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-55- 6.87% |
$26.7K - $29.2K
|
746
$445K
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-55- 26.83% |
$26.7K - $29.2K
|
150
$89.5K
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-55- 2.8% |
$26.7K - $29.2K
|
1.91K
$1.14M
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-57- 10.82% |
$27.7K - $30.3K
|
470
$280K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-58- 4.37% |
$28.2K - $30.8K
|
1.27K
$756K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-59- 9.88% |
$28.7K - $31.3K
|
538
$321K
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 0.13% |
$28.7K - $31.3K
|
46.1K
$27.5M
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-59- 0.32% |
$28.7K - $31.3K
|
18.5K
$11M
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-60- 12.45% |
$29.1K - $31.9K
|
422
$252K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-63- 7.46% |
$30.6K - $33.5K
|
781
$466K
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-64- 1.43% |
$31.1K - $34K
|
4.42K
$2.64M
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-65- 0.45% |
$31.6K - $34.5K
|
14.3K
$8.55M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-67- 1.21% |
$32.5K - $35.6K
|
5.49K
$3.27M
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-68- 1.64% |
$33K - $36.1K
|
4.07K
$2.43M
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-70- 0.34% |
$34K - $37.2K
|
20.2K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-71- 2.41% |
$34.5K - $37.7K
|
2.88K
$1.72M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-72- 0.37% |
$35K - $38.2K
|
19.6K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 4.12% |
$35.9K - $39.3K
|
1.72K
$1.03M
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-76- 1.28% |
$36.9K - $40.4K
|
5.86K
$3.5M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-79- 1.48% |
$38.4K - $42K
|
5.26K
$3.14M
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-80- 0.11% |
$38.9K - $42.5K
|
75.6K
$45.1M
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 4.24% |
$38.9K - $42.5K
|
1.81K
$1.08M
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-88- 1.42% |
$42.7K - $46.7K
|
6.12K
$3.65M
|