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 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
75+ 2.06% |
$36.4K - $39.8K
|
3.72K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
73+ 0.07% |
$35.5K - $38.8K
|
98.5K
$58.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
70+ 1.68% |
$34K - $37.2K
|
4.24K
$2.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
69+ 18.7% |
$33.5K - $36.6K
|
438
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
63+ 7.8% |
$30.6K - $33.5K
|
871
$516K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
60+ 4.88% |
$29.1K - $31.9K
|
1.29K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
59+ 10.95% |
$28.7K - $31.3K
|
598
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
59+ 0.14% |
$28.7K - $31.3K
|
41.8K
$24.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
59+ 3.19% |
$28.7K - $31.3K
|
1.91K
$1.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
58+ 0.13% |
$28.2K - $30.8K
|
46.3K
$27.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 2.88% |
$27.7K - $30.3K
|
2.03K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
57New |
$27.7K - $30.3K
|
57
$33.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
56+ 12.47% |
$27.2K - $29.7K
|
505
$299K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 3.43% |
$26.7K - $29.2K
|
1.66K
$983K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
55+ 4.23% |
$26.7K - $29.2K
|
1.36K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 10.58% |
$26.7K - $29.2K
|
575
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
52+ 1.92% |
$25.3K - $27.6K
|
2.76K
$1.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51+ 0.74% |
$24.8K - $27.1K
|
6.92K
$4.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
50+ 1.75% |
$24.3K - $26.6K
|
2.91K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 4.61% |
$24.3K - $26.6K
|
1.14K
$673K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
47+ 1.28% |
$22.8K - $25K
|
3.71K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
47+ 1.68% |
$22.8K - $25K
|
2.84K
$1.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$21.9K - $23.9K
|
45
$26.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$21.9K - $23.9K
|
45
$26.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
45+ 0.7% |
$21.9K - $23.9K
|
6.49K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
43+ 2.8% |
$20.9K - $22.8K
|
1.58K
$934K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
42+ 4.0% |
$20.4K - $22.3K
|
1.09K
$647K
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
42+ 7.08% |
$20.4K - $22.3K
|
635
$376K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42+ 5.47% |
$20.4K - $22.3K
|
810
$480K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 9.86% |
$20.4K - $22.3K
|
468
$277K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
41New |
$19.9K - $21.8K
|
41
$24.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
40+ 0.94% |
$19.4K - $21.2K
|
4.28K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39+ 0.48% |
$18.9K - $20.7K
|
8.23K
$4.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
38+ 0.04% |
$18.5K - $20.2K
|
108K
$64.3M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
38New |
$18.5K - $20.2K
|
38
$22.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38+ 1.18% |
$18.5K - $20.2K
|
3.26K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37+ 2.94% |
$18K - $19.6K
|
1.3K
$769K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
35+ 2.16% |
$17K - $18.6K
|
1.66K
$983K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35+ 0.26% |
$17K - $18.6K
|
13.6K
$8.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
35New |
$17K - $18.6K
|
35
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31+ 0.52% |
$15.1K - $16.5K
|
5.99K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$15.1K - $16.5K
|
31
$18.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31+ 0.81% |
$15.1K - $16.5K
|
3.87K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
30+ 6.21% |
$14.6K - $15.9K
|
513
$304K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 6.91% |
$14.6K - $15.9K
|
464
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 4.49% |
$14.1K - $15.4K
|
675
$400K
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
26+ 3.69% |
$12.6K - $13.8K
|
731
$433K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
25+ 0.1% |
$12.1K - $13.3K
|
25.4K
$15.1M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$12.1K - $13.3K
|
25
$14.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
24New |
$11.7K - $12.7K
|
24
$14.2K
|