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
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.71K+ 95.59% |
$832K - $910K
|
3.51K
$2.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$824K - $901K
|
1.7K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.68KNew |
$816K - $892K
|
1.68K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 2.01% |
$789K - $862K
|
82.4K
$49.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.61KNew |
$782K - $855K
|
1.61K
$960K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$778K - $851K
|
1.6K
$955K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.59KNew |
$774K - $846K
|
1.59K
$951K
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$756K - $827K
|
1.56K
$929K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 53.76% |
$754K - $824K
|
4.44K
$2.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.54K+ 34.06% |
$748K - $818K
|
6.07K
$3.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.49KNew |
$723K - $790K
|
1.49K
$887K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 11.04% |
$717K - $784K
|
14.8K
$8.85M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$701K - $766K
|
1.44K
$861K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.42KNew |
$688K - $752K
|
1.42K
$845K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
1.41KNew |
$686K - $750K
|
1.41K
$843K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.4K+ 26.57% |
$682K - $746K
|
6.69K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.4K+ 91.3% |
$678K - $741K
|
2.93K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.39K+ 288.54% |
$673K - $735K
|
1.87K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
1.38K+ 27.51% |
$671K - $733K
|
6.4K
$3.82M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.36K+ 3.26% |
$662K - $723K
|
43.1K
$25.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.34K+ 1.05% |
$650K - $711K
|
129K
$76.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.32KNew |
$642K - $702K
|
1.32K
$788K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.32K+ 1.62% |
$641K - $701K
|
82.8K
$49.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.3KNew |
$632K - $691K
|
1.3K
$776K
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.3KNew |
$631K - $690K
|
1.3K
$775K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.3KNew |
$630K - $689K
|
1.3K
$774K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.28KNew |
$621K - $679K
|
1.28K
$763K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.25K+ 1.99% |
$609K - $666K
|
64.2K
$38.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.22KNew |
$591K - $646K
|
1.22K
$726K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.18KNew |
$573K - $626K
|
1.18K
$703K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.16K+ 129.9% |
$563K - $616K
|
2.05K
$1.22M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
1.15KNew |
$560K - $613K
|
1.15K
$688K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.15K+ 45.8% |
$556K - $608K
|
3.65K
$2.17M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.11K+ 64.55% |
$539K - $589K
|
2.83K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
1.07KNew |
$521K - $570K
|
1.07K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.04K+ 24.53% |
$505K - $552K
|
5.28K
$3.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.02KNew |
$494K - $540K
|
1.02K
$607K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.01KNew |
$490K - $535K
|
1.01K
$601K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1KNew |
$486K - $531K
|
1K
$596K
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
962+ 4.14% |
$467K - $511K
|
24.2K
$14.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
959New |
$466K - $509K
|
959
$572K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
948+ 7.63% |
$460K - $503K
|
13.4K
$7.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
910New |
$442K - $483K
|
910
$543K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
885+ 9.64% |
$430K - $470K
|
10.1K
$6M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
882New |
$428K - $468K
|
882
$526K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
838New |
$407K - $445K
|
838
$500K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
835New |
$406K - $443K
|
835
$498K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
826+ 0.81% |
$401K - $439K
|
103K
$61.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
825+ 0.75% |
$401K - $438K
|
111K
$66M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
809New |
$393K - $430K
|
809
$482K
|