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 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 1.44% |
$10.7K - $11.7K
|
1.55K
$905K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$10.7K - $11.7K
|
22
$12.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$10.7K - $11.7K
|
4.35K
$2.54M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
21New |
$10.2K - $11.2K
|
21
$12.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
21+ 2.1% |
$10.2K - $11.2K
|
1.02K
$596K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
20New |
$9.71K - $10.6K
|
20
$11.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$9.71K - $10.6K
|
20
$11.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20+ 0.58% |
$9.71K - $10.6K
|
3.48K
$2.03M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$9.23K - $10.1K
|
19
$11.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
19+ 1.66% |
$9.23K - $10.1K
|
1.17K
$682K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 0.05% |
$8.74K - $9.56K
|
36K
$21M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
16+ 0.99% |
$7.77K - $8.5K
|
1.63K
$953K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
16+ 0.18% |
$7.77K - $8.5K
|
8.67K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15+ 0.26% |
$7.29K - $7.97K
|
5.84K
$3.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
14+ 0.6% |
$6.8K - $7.43K
|
2.33K
$1.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14New |
$6.8K - $7.43K
|
14
$8.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14+ 0.37% |
$6.8K - $7.43K
|
3.84K
$2.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 1.24% |
$4.86K - $5.31K
|
815
$476K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
10+ 0.1% |
$4.86K - $5.31K
|
9.79K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10+ 2.34% |
$4.86K - $5.31K
|
437
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.98% |
$4.86K - $5.31K
|
515
$301K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
10+ 0.07% |
$4.86K - $5.31K
|
15.1K
$8.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
9New |
$4.37K - $4.78K
|
9
$5.26K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 1.11% |
$4.37K - $4.78K
|
818
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
9+ 0.3% |
$4.37K - $4.78K
|
3.02K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8+ 0.57% |
$3.89K - $4.25K
|
1.41K
$825K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7+ 1.25% |
$3.4K - $3.72K
|
565
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.41% |
$2.91K - $3.19K
|
1.47K
$857K
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5+ 0.09% |
$2.43K - $2.66K
|
5.34K
$3.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5+ 0.76% |
$2.43K - $2.66K
|
660
$385K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$1.94K - $2.12K
|
6.8K
$3.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.73% |
$1.94K - $2.12K
|
555
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.94K - $2.12K
|
1.89K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.22% |
$1.94K - $2.12K
|
1.86K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 1.58% |
$1.94K - $2.12K
|
257
$150K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4+ 0.29% |
$1.94K - $2.12K
|
1.36K
$797K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.94K - $2.12K
|
1.75K
$1.02M
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.46K - $1.59K
|
849
$496K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$1.46K - $1.59K
|
2.43K
$1.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.14% |
$1.46K - $1.59K
|
2.15K
$1.25M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.12% |
$971 - $1.06K
|
1.63K
$950K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.18% |
$971 - $1.06K
|
1.11K
$650K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.35% |
$971 - $1.06K
|
569
$332K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$971 - $1.06K
|
6.75K
$3.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.14% |
$971 - $1.06K
|
1.44K
$839K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.11% |
$971 - $1.06K
|
1.74K
$1.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.24% |
$971 - $1.06K
|
826
$482K
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.26% |
$971 - $1.06K
|
766
$447K
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
1+ 0.16% |
$486 - $531
|
611
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$486 - $531
|
1.76K
$1.03M
|