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 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-89- 2.11% |
$43.2K - $47.3K
|
4.13K
$2.41M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-92- 14.29% |
$44.7K - $48.9K
|
552
$322K
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-92- 0.41% |
$44.7K - $48.9K
|
22.2K
$13M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-93- 0.25% |
$45.2K - $49.4K
|
37.8K
$22.1M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-95- 0.78% |
$46.1K - $50.4K
|
12K
$7.02M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-99- 16.31% |
$48.1K - $52.6K
|
508
$297K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$48.6K - $53.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$48.6K - $53.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-100- 2.62% |
$48.6K - $53.1K
|
3.72K
$2.17M
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-102- 7.3% |
$49.5K - $54.2K
|
1.3K
$756K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-104- 18.74% |
$50.5K - $55.2K
|
451
$263K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-105- 1.22% |
$51K - $55.8K
|
8.5K
$4.97M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-105- 0.51% |
$51K - $55.8K
|
20.5K
$12M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-106- 0.94% |
$51.5K - $56.3K
|
11.2K
$6.52M
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-109Closed |
$52.9K - $57.9K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-115- 7.67% |
$55.9K - $61.1K
|
1.38K
$808K
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-115- 0.31% |
$55.9K - $61.1K
|
36.7K
$21.4M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-115- 14.86% |
$55.9K - $61.1K
|
659
$385K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-115- 1.74% |
$55.9K - $61.1K
|
6.5K
$3.79M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-120Closed |
$58.3K - $63.7K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-120- 2.84% |
$58.3K - $63.7K
|
4.11K
$2.4M
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-129- 3.91% |
$62.7K - $68.5K
|
3.17K
$1.85M
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-137- 3.32% |
$66.5K - $72.8K
|
3.99K
$2.33M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-138- 4.83% |
$67K - $73.3K
|
2.72K
$1.59M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-138- 0.87% |
$67K - $73.3K
|
15.7K
$9.14M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-142- 6.34% |
$69K - $75.4K
|
2.1K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-143- 2.76% |
$69.5K - $75.9K
|
5.04K
$2.95M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-143Closed |
$69.5K - $75.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-143- 11.73% |
$69.5K - $75.9K
|
1.08K
$628K
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-145- 18.47% |
$70.4K - $77K
|
640
$374K
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-158- 1.77% |
$76.7K - $83.9K
|
8.78K
$5.13M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-160- 44.82% |
$77.7K - $85K
|
197
$115K
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-160- 3.61% |
$77.7K - $85K
|
4.27K
$2.5M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 0.34% |
$80.6K - $88.2K
|
48.8K
$28.5M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-168- 1.63% |
$81.6K - $89.2K
|
10.2K
$5.94M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-170- 2.68% |
$82.6K - $90.3K
|
6.16K
$3.6M
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-175- 3.07% |
$85K - $92.9K
|
5.52K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-175- 1.56% |
$85K - $92.9K
|
11K
$6.45M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-176- 6.48% |
$85.5K - $93.5K
|
2.54K
$1.48M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-177- 10.87% |
$86K - $94K
|
1.45K
$848K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182- 27.41% |
$88.4K - $96.6K
|
482
$282K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-187- 4.07% |
$90.8K - $99.3K
|
4.41K
$2.58M
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-190Closed |
$92.3K - $101K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-190- 4.71% |
$92.3K - $101K
|
3.85K
$2.25M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-193- 0.51% |
$93.7K - $102K
|
37.4K
$21.9M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-197- 8.05% |
$95.7K - $105K
|
2.25K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-197Closed |
$95.7K - $105K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-198- 24.18% |
$96.2K - $105K
|
621
$363K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 38.27% |
$96.7K - $106K
|
321
$187K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-200- 1.48% |
$97.1K - $106K
|
13.3K
$7.79M
|