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 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
174+ 0.83% |
$84.5K - $92.4K
|
21.2K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
171+ 7.48% |
$83.1K - $90.8K
|
2.46K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
169New |
$82.1K - $89.7K
|
169
$98.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
162+ 8.48% |
$78.7K - $86K
|
2.07K
$1.21M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
156+ 3.98% |
$75.8K - $82.8K
|
4.07K
$2.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
155+ 1.26% |
$75.3K - $82.3K
|
12.5K
$7.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
148+ 0.41% |
$71.9K - $78.6K
|
36K
$21M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 3.69% |
$70.9K - $77.5K
|
4.1K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
145New |
$70.4K - $77K
|
145
$84.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
143+ 0.57% |
$69.5K - $75.9K
|
25.3K
$14.8M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
142+ 13.49% |
$69K - $75.4K
|
1.2K
$698K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
142+ 3.68% |
$69K - $75.4K
|
4K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
141+ 2.51% |
$68.5K - $74.9K
|
5.77K
$3.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
137+ 23.83% |
$66.5K - $72.8K
|
712
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
137+ 23.78% |
$66.5K - $72.8K
|
713
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
134+ 1.28% |
$65.1K - $71.2K
|
10.6K
$6.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
134+ 10.69% |
$65.1K - $71.2K
|
1.39K
$811K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
133+ 15.29% |
$64.6K - $70.6K
|
1K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
132+ 23.74% |
$64.1K - $70.1K
|
688
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
128+ 1.28% |
$62.2K - $68K
|
10.1K
$5.91M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
126+ 1.86% |
$61.2K - $66.9K
|
6.91K
$4.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
124+ 8.4% |
$60.2K - $65.8K
|
1.6K
$935K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
123+ 3.27% |
$59.7K - $65.3K
|
3.88K
$2.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
121+ 5.38% |
$58.8K - $64.3K
|
2.37K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
120+ 0.96% |
$58.3K - $63.7K
|
12.6K
$7.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
117+ 11.14% |
$56.8K - $62.1K
|
1.17K
$682K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
113+ 0.17% |
$54.9K - $60K
|
67.8K
$39.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
112New |
$54.4K - $59.5K
|
112
$65.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
108New |
$52.5K - $57.4K
|
108
$63.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108New |
$52.5K - $57.4K
|
108
$63.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
106+ 1.23% |
$51.5K - $56.3K
|
8.69K
$5.08M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
101+ 25.96% |
$49.1K - $53.6K
|
490
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
101+ 3.93% |
$49.1K - $53.6K
|
2.67K
$1.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
100New |
$48.6K - $53.1K
|
100
$58.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 17.86% |
$48.6K - $53.1K
|
660
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
100New |
$48.6K - $53.1K
|
100
$58.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
98+ 1.62% |
$47.6K - $52K
|
6.17K
$3.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
98+ 0.73% |
$47.6K - $52K
|
13.6K
$7.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
97+ 2.41% |
$47.1K - $51.5K
|
4.13K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
96+ 960.0% |
$46.6K - $51K
|
106
$61.9K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
93+ 1.71% |
$45.2K - $49.4K
|
5.54K
$3.24M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
92+ 0.59% |
$44.7K - $48.9K
|
15.6K
$9.13M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
90New |
$43.7K - $47.8K
|
90
$52.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.37% |
$42.7K - $46.7K
|
6.52K
$3.81M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
83New |
$40.3K - $44.1K
|
83
$48.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
82+ 1.13% |
$39.8K - $43.5K
|
7.32K
$4.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81+ 0.31% |
$39.3K - $43K
|
26.4K
$15.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
78+ 0.93% |
$37.9K - $41.4K
|
8.46K
$4.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76+ 7.65% |
$36.9K - $40.4K
|
1.07K
$624K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
75+ 15.0% |
$36.4K - $39.8K
|
575
$336K
|