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 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.09KNew |
$1.98M - $2.17M
|
4.09K
$2.44M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.95KNew |
$1.92M - $2.1M
|
3.95K
$2.35M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3.87K+ 2.01% |
$1.88M - $2.05M
|
196K
$117M
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.84KNew |
$1.86M - $2.04M
|
3.84K
$2.29M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.83KNew |
$1.86M - $2.04M
|
3.83K
$2.29M
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.79KNew |
$1.84M - $2.01M
|
3.79K
$2.26M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.72K+ 3.08% |
$1.81M - $1.98M
|
125K
$74.4M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.71K+ 12.23% |
$1.8M - $1.97M
|
34K
$20.3M
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.71KNew |
$1.8M - $1.97M
|
3.71K
$2.21M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.7KNew |
$1.8M - $1.97M
|
3.7K
$2.21M
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.68KNew |
$1.79M - $1.96M
|
3.68K
$2.2M
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
3.6K+ 8.24% |
$1.75M - $1.91M
|
47.2K
$28.2M
|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.48K+ 90.85% |
$1.69M - $1.85M
|
7.32K
$4.37M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
3.4K+ 1700.0% |
$1.65M - $1.81M
|
3.6K
$2.15M
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.26KNew |
$1.58M - $1.73M
|
3.26K
$1.94M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
3.22K+ 3.66% |
$1.57M - $1.71M
|
91.3K
$54.4M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.2KNew |
$1.56M - $1.7M
|
3.2K
$1.91M
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.17KNew |
$1.54M - $1.68M
|
3.17K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 10.88% |
$1.51M - $1.65M
|
31.6K
$18.8M
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.05K+ 21.54% |
$1.48M - $1.62M
|
17.2K
$10.3M
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.94KNew |
$1.43M - $1.56M
|
2.94K
$1.75M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
2.89KNew |
$1.4M - $1.53M
|
2.89K
$1.72M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.78K+ 33.89% |
$1.35M - $1.48M
|
11K
$6.55M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.7KNew |
$1.31M - $1.43M
|
2.7K
$1.61M
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.69K+ 211.73% |
$1.31M - $1.43M
|
3.96K
$2.36M
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.59KNew |
$1.26M - $1.38M
|
2.59K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.51K+ 3.91% |
$1.22M - $1.33M
|
66.6K
$39.7M
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
BUY
|
- |
2.48K+ 57.65% |
$1.2M - $1.32M
|
6.78K
$4.04M
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 500.0% |
$1.2M - $1.31M
|
2.96K
$1.76M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 151.8% |
$1.16M - $1.27M
|
3.98K
$2.37M
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.37K+ 4.79% |
$1.15M - $1.26M
|
51.8K
$30.9M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.34KNew |
$1.14M - $1.24M
|
2.34K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.34K+ 439.29% |
$1.14M - $1.24M
|
2.87K
$1.71M
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.29KNew |
$1.11M - $1.22M
|
2.29K
$1.37M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.21K+ 10.91% |
$1.07M - $1.17M
|
22.4K
$13.4M
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.17KNew |
$1.06M - $1.15M
|
2.17K
$1.3M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.16K+ 15.89% |
$1.05M - $1.15M
|
15.8K
$9.4M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.14K+ 3.66% |
$1.04M - $1.14M
|
60.6K
$36.1M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.12KNew |
$1.03M - $1.13M
|
2.12K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$1.03M - $1.12M
|
2.11K
$1.26M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.07KNew |
$1.01M - $1.1M
|
2.07K
$1.24M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.99K+ 8.61% |
$967K - $1.06M
|
25.1K
$15M
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.97KNew |
$957K - $1.05M
|
1.97K
$1.18M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.97K+ 9.15% |
$956K - $1.05M
|
23.5K
$14M
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.88KNew |
$913K - $998K
|
1.88K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.86KNew |
$903K - $988K
|
1.86K
$1.11M
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$898K - $981K
|
1.85K
$1.1M
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
1.77KNew |
$860K - $940K
|
1.77K
$1.06M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$851K - $930K
|
1.75K
$1.04M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.72KNew |
$835K - $913K
|
1.72K
$1.03M
|