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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
460New |
$223K - $244K
|
460
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
460+ 8.93% |
$223K - $244K
|
5.61K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
452+ 50.17% |
$220K - $240K
|
1.35K
$802K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
450New |
$219K - $239K
|
450
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
446New |
$217K - $237K
|
446
$264K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
446+ 4.58% |
$217K - $237K
|
10.2K
$6.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
444+ 17.56% |
$216K - $236K
|
2.97K
$1.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
444New |
$216K - $236K
|
444
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
442New |
$215K - $235K
|
442
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
439+ 20.78% |
$213K - $233K
|
2.55K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
437+ 8.53% |
$212K - $232K
|
5.56K
$3.3M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
433+ 10.68% |
$210K - $230K
|
4.49K
$2.66M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
426New |
$207K - $226K
|
426
$253K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
425New |
$206K - $226K
|
425
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
418+ 31.93% |
$203K - $222K
|
1.73K
$1.02M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
416New |
$202K - $221K
|
416
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
415New |
$202K - $220K
|
415
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
414New |
$201K - $220K
|
414
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
414New |
$201K - $220K
|
414
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
410New |
$199K - $218K
|
410
$243K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
410New |
$199K - $218K
|
410
$243K
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
410New |
$199K - $218K
|
410
$243K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
409New |
$199K - $217K
|
409
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
407New |
$198K - $216K
|
407
$241K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
406New |
$197K - $216K
|
406
$241K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
406New |
$197K - $216K
|
406
$241K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
404New |
$196K - $215K
|
404
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
401New |
$195K - $213K
|
401
$238K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
400+ 24.51% |
$194K - $212K
|
2.03K
$1.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
400New |
$194K - $212K
|
400
$237K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
400New |
$194K - $212K
|
400
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
400+ 1.68% |
$194K - $212K
|
24.2K
$14.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
400New |
$194K - $212K
|
400
$237K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
395New |
$192K - $210K
|
395
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
394New |
$191K - $209K
|
394
$234K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
394New |
$191K - $209K
|
394
$234K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
393New |
$191K - $209K
|
393
$233K
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
390New |
$189K - $207K
|
390
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
389New |
$189K - $207K
|
389
$231K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
387New |
$188K - $206K
|
387
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
380+ 3.12% |
$185K - $202K
|
12.6K
$7.44M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
379+ 26.69% |
$184K - $201K
|
1.8K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
376+ 8.15% |
$183K - $200K
|
4.99K
$2.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
367+ 2.57% |
$178K - $195K
|
14.6K
$8.68M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
364+ 15.38% |
$177K - $193K
|
2.73K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
363+ 9.55% |
$176K - $193K
|
4.17K
$2.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
355+ 30.42% |
$172K - $189K
|
1.52K
$902K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
355+ 0.25% |
$172K - $189K
|
140K
$83M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
352+ 1.69% |
$171K - $187K
|
21.1K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
349+ 0.62% |
$170K - $185K
|
57K
$33.8M
|