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 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.11% |
$6.31K - $6.9K
|
12.2K
$7.11M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-13- 1.49% |
$6.31K - $6.9K
|
859
$502K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14Closed |
$6.8K - $7.43K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-14- 0.63% |
$6.8K - $7.43K
|
2.19K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-14- 1.79% |
$6.8K - $7.43K
|
770
$450K
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-15- 2.01% |
$7.29K - $7.97K
|
730
$426K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-15Closed |
$7.29K - $7.97K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-16- 0.05% |
$7.77K - $8.5K
|
31.7K
$18.5M
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 2.7% |
$7.77K - $8.5K
|
577
$337K
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-17- 0.5% |
$8.26K - $9.03K
|
3.36K
$1.96M
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-17- 0.48% |
$8.26K - $9.03K
|
3.51K
$2.05M
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.24% |
$8.74K - $9.56K
|
7.53K
$4.4M
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-18- 3.01% |
$8.74K - $9.56K
|
581
$339K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 2.56% |
$8.74K - $9.56K
|
684
$400K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-18- 2.47% |
$8.74K - $9.56K
|
712
$416K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.53% |
$9.71K - $10.6K
|
3.72K
$2.17M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.04% |
$9.71K - $10.6K
|
55.2K
$32.3M
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-20- 0.65% |
$9.71K - $10.6K
|
3.07K
$1.79M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-20- 44.44% |
$9.71K - $10.6K
|
25
$14.6K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-20- 0.51% |
$9.71K - $10.6K
|
3.91K
$2.28M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 0.04% |
$9.71K - $10.6K
|
55.2K
$32.3M
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-20- 2.48% |
$9.71K - $10.6K
|
785
$459K
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-22- 0.72% |
$10.7K - $11.7K
|
3.04K
$1.78M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-22- 0.51% |
$10.7K - $11.7K
|
4.33K
$2.53M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-22- 1.15% |
$10.7K - $11.7K
|
1.89K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22- 1.25% |
$10.7K - $11.7K
|
1.74K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-23- 2.2% |
$11.2K - $12.2K
|
1.02K
$598K
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-24- 0.96% |
$11.7K - $12.7K
|
2.48K
$1.45M
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-24- 0.54% |
$11.7K - $12.7K
|
4.38K
$2.56M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24- 0.48% |
$11.7K - $12.7K
|
4.93K
$2.88M
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-25- 0.29% |
$12.1K - $13.3K
|
8.63K
$5.04M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-25- 2.96% |
$12.1K - $13.3K
|
821
$480K
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-26- 0.67% |
$12.6K - $13.8K
|
3.85K
$2.25M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-26- 1.97% |
$12.6K - $13.8K
|
1.29K
$756K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 1.77% |
$13.6K - $14.9K
|
1.55K
$906K
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-29- 0.53% |
$14.1K - $15.4K
|
5.43K
$3.17M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29- 0.07% |
$14.1K - $15.4K
|
42.3K
$24.7M
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-29- 3.24% |
$14.1K - $15.4K
|
866
$506K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 1.01% |
$14.6K - $15.9K
|
2.93K
$1.71M
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.18% |
$14.6K - $15.9K
|
2.52K
$1.47M
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-30- 0.47% |
$14.6K - $15.9K
|
6.32K
$3.69M
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.22% |
$15.1K - $16.5K
|
13.8K
$8.05M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-31- 12.6% |
$15.1K - $16.5K
|
215
$126K
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-32Closed |
$15.5K - $17K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-33- 5.08% |
$16K - $17.5K
|
617
$360K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34- 0.41% |
$16.5K - $18.1K
|
8.36K
$4.88M
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-34- 1.97% |
$16.5K - $18.1K
|
1.7K
$990K
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 1.95% |
$17K - $18.6K
|
1.76K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-36- 0.55% |
$17.5K - $19.1K
|
6.52K
$3.81M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-36- 2.65% |
$17.5K - $19.1K
|
1.32K
$773K
|