Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-189- 11.01% |
$88.5K - $95.6K
|
1.53K
$877K
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-191- 10.15% |
$89.5K - $96.7K
|
1.69K
$970K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-195- 0.71% |
$91.3K - $98.7K
|
27.3K
$15.6M
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-200- 28.82% |
$93.7K - $101K
|
494
$284K
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-200- 0.77% |
$93.7K - $101K
|
25.9K
$14.9M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-205- 0.3% |
$96K - $104K
|
69.2K
$39.7M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-210- 1.68% |
$98.4K - $106K
|
12.3K
$7.07M
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-226- 14.25% |
$106K - $114K
|
1.36K
$781K
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-227- 0.72% |
$106K - $115K
|
31.4K
$18M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-228- 1.32% |
$107K - $115K
|
17.1K
$9.81M
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-236- 1.31% |
$111K - $119K
|
17.8K
$10.2M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-239- 1.41% |
$112K - $121K
|
16.7K
$9.6M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-242- 0.54% |
$113K - $122K
|
44.6K
$25.6M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-242- 1.64% |
$113K - $122K
|
14.5K
$8.34M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-254- 5.05% |
$119K - $129K
|
4.78K
$2.74M
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-267- 1.0% |
$125K - $135K
|
26.4K
$15.1M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-269- 8.36% |
$126K - $136K
|
2.95K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.88% |
$128K - $138K
|
14.3K
$8.2M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-274- 4.59% |
$128K - $139K
|
5.7K
$3.27M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-274- 1.71% |
$128K - $139K
|
15.8K
$9.06M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-276- 0.25% |
$129K - $140K
|
108K
$62.2M
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-281- 1.32% |
$132K - $142K
|
21K
$12.1M
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-282- 5.39% |
$132K - $143K
|
4.95K
$2.84M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-287- 2.08% |
$134K - $145K
|
13.5K
$7.75M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-288Closed |
$135K - $146K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-298- 5.48% |
$140K - $151K
|
5.14K
$2.95M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-304- 2.42% |
$142K - $154K
|
12.2K
$7.02M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-305- 2.34% |
$143K - $154K
|
12.7K
$7.31M
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-313- 1.69% |
$147K - $158K
|
18.2K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-329- 1.57% |
$154K - $166K
|
20.6K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-336- 14.95% |
$157K - $170K
|
1.91K
$1.1M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-339- 2.2% |
$159K - $172K
|
15.1K
$8.64M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-342Closed |
$160K - $173K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-345Closed |
$162K - $175K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-350- 1.21% |
$164K - $177K
|
28.5K
$16.4M
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-350- 3.3% |
$164K - $177K
|
10.3K
$5.88M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-351- 2.21% |
$164K - $178K
|
15.5K
$8.92M
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-360- 4.03% |
$169K - $182K
|
8.57K
$4.92M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-362- 32.38% |
$170K - $183K
|
756
$434K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-363- 1.88% |
$170K - $184K
|
18.9K
$10.9M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-363- 1.88% |
$170K - $184K
|
18.9K
$10.9M
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-375- 7.68% |
$176K - $190K
|
4.51K
$2.59M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-379- 0.95% |
$178K - $192K
|
39.6K
$22.8M
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-388- 4.58% |
$182K - $196K
|
8.09K
$4.64M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-394- 1.53% |
$185K - $199K
|
25.4K
$14.6M
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-400- 10.78% |
$187K - $202K
|
3.31K
$1.9M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-407- 2.16% |
$191K - $206K
|
18.4K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-409Closed |
$192K - $207K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-410Closed |
$192K - $207K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-410Closed |
$192K - $207K
|
0
$0
|