Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
173+ 0.81% |
$69.6K - $85.4K
|
21.5K
$12.8M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
172+ 3.7% |
$69.2K - $84.9K
|
4.82K
$2.88M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
163+ 4.34% |
$65.6K - $80.5K
|
3.92K
$2.34M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
162+ 8.4% |
$65.2K - $80K
|
2.09K
$1.25M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
160+ 36.78% |
$64.4K - $79K
|
595
$356K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
156+ 23.35% |
$62.8K - $77K
|
824
$492K
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
156+ 1.19% |
$62.8K - $77K
|
13.2K
$7.9M
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
155+ 10.97% |
$62.4K - $76.5K
|
1.57K
$937K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
153+ 23.98% |
$61.6K - $75.5K
|
791
$473K
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
150+ 11.22% |
$60.4K - $74.1K
|
1.49K
$889K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
150+ 172.41% |
$60.4K - $74.1K
|
237
$142K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
142New |
$57.2K - $70.1K
|
142
$84.8K
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
140+ 1.68% |
$56.4K - $69.1K
|
8.48K
$5.06M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
137+ 1.96% |
$55.2K - $67.6K
|
7.14K
$4.27M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
135+ 2.6% |
$54.3K - $66.7K
|
5.33K
$3.19M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
131+ 5.18% |
$52.7K - $64.7K
|
2.66K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
131+ 0.01% |
$52.7K - $64.7K
|
1.01M
$604M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
130+ 2.39% |
$52.3K - $64.2K
|
5.58K
$3.33M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
129New |
$51.9K - $63.7K
|
129
$77.1K
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
129+ 7.63% |
$51.9K - $63.7K
|
1.82K
$1.09M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
123New |
$49.5K - $60.7K
|
123
$73.5K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
115+ 7.93% |
$46.3K - $56.8K
|
1.57K
$935K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
113New |
$45.5K - $55.8K
|
113
$67.5K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
108+ 23.89% |
$43.5K - $53.3K
|
560
$335K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
108New |
$43.5K - $53.3K
|
108
$64.5K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
106+ 0.98% |
$42.7K - $52.3K
|
11K
$6.56M
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
106+ 16.85% |
$42.7K - $52.3K
|
735
$439K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
101+ 10.54% |
$40.7K - $49.9K
|
1.06K
$633K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
100+ 3.54% |
$40.3K - $49.4K
|
2.92K
$1.75M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100+ 94.34% |
$40.3K - $49.4K
|
206
$123K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
96+ 7.23% |
$38.6K - $47.4K
|
1.42K
$850K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95+ 0.81% |
$38.2K - $46.9K
|
11.8K
$7.07M
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
95+ 10.11% |
$38.2K - $46.9K
|
1.04K
$618K
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
92+ 0.58% |
$37K - $45.4K
|
16.1K
$9.61M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
90New |
$36.2K - $44.4K
|
90
$53.8K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
89+ 2.24% |
$35.8K - $43.9K
|
4.06K
$2.42M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
85+ 1.7% |
$34.2K - $42K
|
5.1K
$3.05M
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
84+ 2.6% |
$33.8K - $41.5K
|
3.31K
$1.98M
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
82New |
$33K - $40.5K
|
82
$49K
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
81+ 6.94% |
$32.6K - $40K
|
1.25K
$746K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
80New |
$32.2K - $39.5K
|
80
$47.8K
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
80+ 1.86% |
$32.2K - $39.5K
|
4.38K
$2.62M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
78+ 1.41% |
$31.4K - $38.5K
|
5.61K
$3.35M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
77New |
$31K - $38K
|
77
$46K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75+ 15.5% |
$30.2K - $37K
|
559
$334K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 0.16% |
$30.2K - $37K
|
45.6K
$27.2M
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
73+ 0.55% |
$29.4K - $36K
|
13.3K
$7.97M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
71+ 3.86% |
$28.6K - $35.1K
|
1.91K
$1.14M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$28.2K - $34.6K
|
70
$41.8K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69+ 0.87% |
$27.8K - $34.1K
|
8.04K
$4.8M
|