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 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
345+ 1.24% |
$168K - $183K
|
28.1K
$16.4M
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
344+ 217.72% |
$167K - $183K
|
502
$293K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
340New |
$165K - $181K
|
340
$199K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
335New |
$163K - $178K
|
335
$196K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
335+ 0.27% |
$163K - $178K
|
123K
$71.8M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
334+ 0.32% |
$162K - $177K
|
104K
$60.6M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
332+ 52.45% |
$161K - $176K
|
965
$564K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
329New |
$160K - $175K
|
329
$192K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
329+ 22.29% |
$160K - $175K
|
1.81K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
326+ 15.96% |
$158K - $173K
|
2.37K
$1.38M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
315New |
$153K - $167K
|
315
$184K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
311+ 2.08% |
$151K - $165K
|
15.3K
$8.92M
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
305+ 25.14% |
$148K - $162K
|
1.52K
$887K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
297+ 0.53% |
$144K - $158K
|
56K
$32.7M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
279New |
$136K - $148K
|
279
$163K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
277+ 5.71% |
$135K - $147K
|
5.13K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
273+ 0.77% |
$133K - $145K
|
35.7K
$20.9M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
273+ 20.45% |
$133K - $145K
|
1.61K
$939K
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
270+ 2.64% |
$131K - $143K
|
10.5K
$6.13M
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
270+ 26.71% |
$131K - $143K
|
1.28K
$748K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
262New |
$127K - $139K
|
262
$153K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
253+ 76.44% |
$123K - $134K
|
584
$341K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
250+ 13.95% |
$121K - $133K
|
2.04K
$1.19M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
249+ 24.44% |
$121K - $132K
|
1.27K
$741K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
248+ 55.73% |
$120K - $132K
|
693
$405K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
247New |
$120K - $131K
|
247
$144K
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
242+ 47.08% |
$118K - $129K
|
756
$442K
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
235+ 2.74% |
$114K - $125K
|
8.8K
$5.14M
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
233+ 1.39% |
$113K - $124K
|
17K
$9.9M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
230+ 33.67% |
$112K - $122K
|
913
$533K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
228+ 4.98% |
$111K - $121K
|
4.8K
$2.8M
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
225New |
$109K - $119K
|
225
$131K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
222New |
$108K - $118K
|
222
$130K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 6.62% |
$105K - $115K
|
3.48K
$2.03M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
211+ 3.79% |
$102K - $112K
|
5.78K
$3.38M
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
209+ 2.11% |
$102K - $111K
|
10.1K
$5.91M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
206New |
$100K - $109K
|
206
$120K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
204+ 14.08% |
$99.1K - $108K
|
1.65K
$965K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
203+ 0.98% |
$98.6K - $108K
|
20.8K
$12.2M
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
203+ 28.79% |
$98.6K - $108K
|
908
$530K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200+ 24.75% |
$97.1K - $106K
|
1.01K
$589K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 18.59% |
$97.1K - $106K
|
1.28K
$745K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
200New |
$97.1K - $106K
|
200
$117K
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
198+ 1.44% |
$96.2K - $105K
|
13.9K
$8.13M
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
196+ 13.25% |
$95.2K - $104K
|
1.68K
$978K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
196+ 2.52% |
$95.2K - $104K
|
7.98K
$4.66M
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
187+ 26.95% |
$90.8K - $99.3K
|
881
$515K
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
185+ 0.59% |
$89.9K - $98.2K
|
31.6K
$18.5M
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
184+ 3.73% |
$89.4K - $97.7K
|
5.12K
$2.99M
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
176+ 0.48% |
$85.5K - $93.5K
|
37.2K
$21.7M
|