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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
803+ 7.03% |
$390K - $426K
|
12.2K
$7.29M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
801New |
$389K - $425K
|
801
$478K
|
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
800New |
$389K - $425K
|
800
$477K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
800+ 400.0% |
$389K - $425K
|
1K
$596K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
776+ 74.98% |
$377K - $412K
|
1.81K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
770+ 40.25% |
$374K - $409K
|
2.68K
$1.6M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
760+ 25.06% |
$369K - $404K
|
3.79K
$2.26M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
749+ 15.51% |
$364K - $398K
|
5.58K
$3.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
731+ 2.47% |
$355K - $388K
|
30.3K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
726New |
$353K - $386K
|
726
$433K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
725New |
$352K - $385K
|
725
$432K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
700New |
$340K - $372K
|
700
$417K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
697New |
$339K - $370K
|
697
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
685New |
$333K - $364K
|
685
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
684New |
$332K - $363K
|
684
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
684New |
$332K - $363K
|
684
$408K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
672New |
$326K - $357K
|
672
$401K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
669New |
$325K - $355K
|
669
$399K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
662New |
$322K - $352K
|
662
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
657+ 12.48% |
$319K - $349K
|
5.92K
$3.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
648+ 4.21% |
$315K - $344K
|
16K
$9.57M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
631New |
$306K - $335K
|
631
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
623+ 12.65% |
$303K - $331K
|
5.55K
$3.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
620+ 8.74% |
$301K - $329K
|
7.71K
$4.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 983.61% |
$291K - $319K
|
661
$394K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
579+ 4.4% |
$281K - $307K
|
13.7K
$8.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
578New |
$281K - $307K
|
578
$345K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
562New |
$273K - $298K
|
562
$335K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
561+ 77.06% |
$272K - $298K
|
1.29K
$769K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
559+ 26.84% |
$272K - $297K
|
2.64K
$1.58M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
553New |
$269K - $294K
|
553
$330K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
545+ 5.27% |
$265K - $289K
|
10.9K
$6.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
544New |
$264K - $289K
|
544
$324K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
521+ 1.31% |
$253K - $277K
|
40.2K
$24M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
516New |
$251K - $274K
|
516
$308K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
511+ 10.33% |
$248K - $271K
|
5.46K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
506New |
$246K - $269K
|
506
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
505New |
$245K - $268K
|
505
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
501+ 13.76% |
$243K - $266K
|
4.14K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
500+ 96.15% |
$243K - $266K
|
1.02K
$608K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500+ 6.22% |
$243K - $266K
|
8.55K
$5.1M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500+ 119.33% |
$243K - $266K
|
919
$548K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
495New |
$240K - $263K
|
495
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
493New |
$239K - $262K
|
493
$294K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
488+ 1.86% |
$237K - $259K
|
26.8K
$16M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
481+ 6.49% |
$234K - $255K
|
7.89K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
478New |
$232K - $254K
|
478
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
478New |
$232K - $254K
|
478
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
475New |
$231K - $252K
|
475
$283K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
464New |
$225K - $246K
|
464
$277K
|