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 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-469- 3.84% |
$228K - $249K
|
11.8K
$7.01M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-470Closed |
$228K - $250K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-474- 8.63% |
$230K - $252K
|
5.02K
$2.99M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-476Closed |
$231K - $253K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-479- 4.67% |
$233K - $254K
|
9.77K
$5.83M
|
|
Feb 04, 2022
Q4 2021
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-485Closed |
$236K - $258K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-485- 3.53% |
$236K - $258K
|
13.2K
$7.9M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-485- 1.74% |
$236K - $258K
|
27.4K
$16.3M
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-487Closed |
$237K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-488- 2.98% |
$237K - $259K
|
15.9K
$9.47M
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-495- 9.14% |
$240K - $263K
|
4.92K
$2.93M
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-525Closed |
$255K - $279K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-539- 3.92% |
$262K - $286K
|
13.2K
$7.89M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-539- 6.13% |
$262K - $286K
|
8.26K
$4.93M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-546- 2.61% |
$265K - $290K
|
20.4K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-551- 73.66% |
$268K - $293K
|
197
$117K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-552Closed |
$268K - $293K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-553Closed |
$269K - $294K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-556- 43.51% |
$270K - $295K
|
722
$431K
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
SELL
|
- |
-559Closed |
$272K - $297K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-560- 3.04% |
$272K - $297K
|
17.9K
$10.7M
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-562- 4.24% |
$273K - $298K
|
12.7K
$7.57M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-566- 19.15% |
$275K - $301K
|
2.39K
$1.42M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-566Closed |
$275K - $301K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-591Closed |
$287K - $314K
|
0
$0
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-617- 1.73% |
$300K - $328K
|
35.1K
$21M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-618- 11.12% |
$300K - $328K
|
4.94K
$2.95M
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-629- 0.28% |
$306K - $334K
|
228K
$136M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-639- 13.12% |
$310K - $339K
|
4.23K
$2.52M
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-650- 4.14% |
$316K - $345K
|
15K
$8.98M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-652- 2.9% |
$317K - $346K
|
21.8K
$13M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-655- 0.87% |
$318K - $348K
|
74.7K
$44.5M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-664- 37.66% |
$323K - $353K
|
1.1K
$655K
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-672Closed |
$326K - $357K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-681- 42.12% |
$331K - $362K
|
936
$558K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-705Closed |
$342K - $374K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-710- 1.92% |
$345K - $377K
|
36.2K
$21.6M
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-712Closed |
$346K - $378K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-725Closed |
$352K - $385K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-747- 63.41% |
$363K - $397K
|
431
$257K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-748- 3.98% |
$363K - $397K
|
18K
$10.8M
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-750Closed |
$364K - $398K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-762- 1.52% |
$370K - $405K
|
49.2K
$29.4M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-790- 6.56% |
$384K - $420K
|
11.2K
$6.71M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-810- 24.44% |
$393K - $430K
|
2.5K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-815- 4.39% |
$396K - $433K
|
17.7K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-822- 24.11% |
$399K - $437K
|
2.59K
$1.54M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-858- 2.78% |
$417K - $456K
|
30K
$17.9M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-873- 6.37% |
$424K - $464K
|
12.8K
$7.66M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-918- 50.0% |
$446K - $487K
|
918
$548K
|