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 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-201- 7.07% |
$97.6K - $107K
|
2.64K
$1.54M
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-206- 4.98% |
$100K - $109K
|
3.93K
$2.29M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-210- 7.06% |
$102K - $112K
|
2.76K
$1.61M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-210- 4.53% |
$102K - $112K
|
4.43K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-215- 2.59% |
$104K - $114K
|
8.07K
$4.72M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-224- 9.52% |
$109K - $119K
|
2.13K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-226- 1.55% |
$110K - $120K
|
14.3K
$8.36M
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-238- 0.63% |
$116K - $126K
|
37.7K
$22M
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-244- 0.99% |
$119K - $130K
|
24.3K
$14.2M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-252- 1.35% |
$122K - $134K
|
18.5K
$10.8M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-256- 34.41% |
$124K - $136K
|
488
$285K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-259- 4.02% |
$126K - $138K
|
6.18K
$3.61M
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-268- 4.23% |
$130K - $142K
|
6.07K
$3.55M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-279- 33.1% |
$136K - $148K
|
564
$329K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-285- 1.67% |
$138K - $151K
|
16.8K
$9.81M
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-288- 4.93% |
$140K - $153K
|
5.55K
$3.24M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-293- 3.33% |
$142K - $156K
|
8.5K
$4.97M
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-299- 0.34% |
$145K - $159K
|
87.6K
$51.2M
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-300Closed |
$146K - $159K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-300- 3.57% |
$146K - $159K
|
8.1K
$4.73M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-311- 12.45% |
$151K - $165K
|
2.19K
$1.28M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-312- 2.17% |
$152K - $166K
|
14.1K
$8.23M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-312- 0.51% |
$152K - $166K
|
60.5K
$35.4M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-313- 0.32% |
$152K - $166K
|
97.5K
$56.9M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-316- 15.21% |
$153K - $168K
|
1.76K
$1.03M
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-317- 1.74% |
$154K - $168K
|
17.9K
$10.4M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-320- 0.46% |
$155K - $170K
|
68.9K
$40.2M
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-323- 2.06% |
$157K - $172K
|
15.3K
$8.95M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-325- 2.5% |
$158K - $173K
|
12.7K
$7.4M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-338- 12.67% |
$164K - $179K
|
2.33K
$1.36M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-340- 3.65% |
$165K - $181K
|
8.98K
$5.25M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-350- 4.86% |
$170K - $186K
|
6.85K
$4M
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-368- 4.82% |
$179K - $195K
|
7.26K
$4.24M
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-375- 2.15% |
$182K - $199K
|
17.1K
$9.97M
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-375- 8.32% |
$182K - $199K
|
4.13K
$2.41M
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-390- 3.18% |
$189K - $207K
|
11.9K
$6.93M
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-396- 1.89% |
$192K - $210K
|
20.5K
$12M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-406- 1.01% |
$197K - $216K
|
39.9K
$23.3M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-406- 23.24% |
$197K - $216K
|
1.34K
$783K
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-416Closed |
$202K - $221K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-418- 30.42% |
$203K - $222K
|
956
$558K
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-419- 5.18% |
$204K - $223K
|
7.67K
$4.48M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-425- 3.48% |
$206K - $226K
|
11.8K
$6.89M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-436Closed |
$212K - $232K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-446- 3.5% |
$217K - $237K
|
12.3K
$7.18M
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-448Closed |
$218K - $238K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-452- 36.69% |
$220K - $240K
|
780
$456K
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-460- 20.51% |
$223K - $244K
|
1.78K
$1.04M
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-462- 1.78% |
$224K - $245K
|
25.5K
$14.9M
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-466Closed |
$226K - $247K
|
0
$0
|