Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 2.11% |
$4.03K - $4.94K
|
485
$252K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.36% |
$4.03K - $4.94K
|
2.82K
$1.46M
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.02% |
$3.62K - $4.44K
|
37.4K
$19.4M
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.57% |
$3.22K - $3.95K
|
1.4K
$728K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
8+ 1.17% |
$3.22K - $3.95K
|
689
$358K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
7+ 1.38% |
$2.82K - $3.46K
|
515
$268K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.56% |
$2.42K - $2.96K
|
1.09K
$565K
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$2.42K - $2.96K
|
15.9K
$8.26M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$2.42K - $2.96K
|
6
$3.12K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$2.42K - $2.96K
|
6
$3.12K
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6+ 0.07% |
$2.42K - $2.96K
|
8.34K
$4.34M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.29% |
$2.01K - $2.47K
|
1.76K
$912K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.0% |
$2.01K - $2.47K
|
138K
$71.6M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.35% |
$1.61K - $1.98K
|
1.14K
$593K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4+ 0.29% |
$1.61K - $1.98K
|
1.37K
$713K
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.24% |
$1.61K - $1.98K
|
1.67K
$870K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.22% |
$1.61K - $1.98K
|
1.86K
$969K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.61K - $1.98K
|
1.9K
$987K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.21% |
$1.21K - $1.48K
|
1.41K
$731K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.14% |
$1.21K - $1.48K
|
2.15K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3+ 0.09% |
$1.21K - $1.48K
|
3.51K
$1.82M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.44% |
$1.21K - $1.48K
|
679
$353K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.02% |
$805 - $988
|
8.85K
$4.6M
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.24% |
$805 - $988
|
830
$432K
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.28% |
$805 - $988
|
705
$367K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$805 - $988
|
659
$343K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.15% |
$805 - $988
|
1.31K
$681K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$805 - $988
|
1.27K
$661K
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$805 - $988
|
6.85K
$3.56M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.13% |
$805 - $988
|
1.6K
$831K
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.13% |
$805 - $988
|
1.51K
$783K
|
|
Aug 03, 2022
Q2 2022
|
Benin Management Corp
|
BUY
|
- |
2+ 0.22% |
$805 - $988
|
902
$469K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$403 - $494
|
485
$252K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.06% |
$403 - $494
|
1.62K
$840K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.42% |
$403 - $494
|
237
$123K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$403 - $494
|
1.76K
$916K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$403 - $494
|
1
$520
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.11% |
$403 - $494
|
896
$466K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$403 - $494
|
1.15K
$598K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$403 - $494
|
3.9K
$2.03M
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.39% |
$403 - $494
|
259
$135K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.06% |
$403 - $494
|
1.6K
$833K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.06% |
$403 - $494
|
1.81K
$940K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.11% |
$403 - $494
|
938
$488K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.09% |
$403 - $494
|
1.12K
$580K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$403 - $494
|
200
$104K
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$403 - $494
|
1.62K
$841K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.18% |
$403 - $494
|
565
$294K
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$403 - $494
|
1.21K
$631K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.15% |
$403 - $494
|
668
$347K
|