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 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-785- 59.92% |
$368K - $397K
|
525
$285K
|
|
Nov 15, 2021
Q3 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-797Closed |
$373K - $403K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-799- 91.94% |
$374K - $404K
|
70
$37.9K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-800- 27.75% |
$375K - $405K
|
2.08K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-805Closed |
$377K - $407K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-810- 6.24% |
$379K - $410K
|
12.2K
$6.6M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-832Closed |
$390K - $421K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-863- 2.71% |
$404K - $437K
|
31K
$16.8M
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-879- 3.81% |
$412K - $445K
|
22.2K
$12M
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-899- 1.77% |
$421K - $455K
|
50K
$27.1M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-934Closed |
$437K - $473K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-980- 6.67% |
$459K - $496K
|
13.7K
$7.43M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-992- 2.62% |
$465K - $502K
|
36.9K
$20M
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.03K- 3.22% |
$482K - $521K
|
31K
$16.8M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.03K- 44.72% |
$484K - $523K
|
1.28K
$693K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-1.07K- 4.55% |
$503K - $543K
|
22.5K
$12.2M
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-1.07KClosed |
$503K - $543K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.1K- 2.65% |
$513K - $554K
|
40.3K
$21.8M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-1.11K- 2.87% |
$520K - $562K
|
37.6K
$20.4M
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.11K- 55.26% |
$521K - $563K
|
901
$488K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.13K- 0.8% |
$529K - $572K
|
140K
$75.7M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.13K- 6.71% |
$529K - $572K
|
15.7K
$8.51M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.14KClosed |
$532K - $575K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.15K- 64.3% |
$539K - $582K
|
639
$346K
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$542K - $585K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.18K- 57.54% |
$552K - $597K
|
870
$472K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.18K- 28.74% |
$554K - $598K
|
2.93K
$1.59M
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 51.05% |
$567K - $612K
|
1.16K
$629K
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-1.21K- 3.17% |
$567K - $613K
|
37K
$20.1M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.21K- 1.06% |
$567K - $613K
|
113K
$61.4M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.22KClosed |
$570K - $616K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 1.05% |
$600K - $649K
|
121K
$65.6M
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.29K- 13.49% |
$605K - $654K
|
8.29K
$4.49M
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.38K- 5.82% |
$647K - $699K
|
22.3K
$12.1M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 0.14% |
$648K - $700K
|
985K
$534M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.4K- 17.81% |
$653K - $706K
|
6.44K
$3.49M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.44K- 3.96% |
$674K - $729K
|
34.9K
$18.9M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.47K- 1.99% |
$688K - $743K
|
72.5K
$39.3M
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.51KClosed |
$708K - $765K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.55K- 47.0% |
$724K - $782K
|
1.74K
$944K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.58K- 0.69% |
$740K - $800K
|
229K
$124M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 54.18% |
$750K - $810K
|
1.35K
$734K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 5.2% |
$761K - $822K
|
29.6K
$16M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.7K- 19.89% |
$794K - $858K
|
6.83K
$3.7M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.77K- 3.68% |
$827K - $894K
|
46.2K
$25M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.77K- 1.06% |
$828K - $894K
|
166K
$89.7M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.79KClosed |
$838K - $906K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.83K- 32.47% |
$856K - $925K
|
3.8K
$2.06M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-1.85K- 90.22% |
$865K - $934K
|
200
$108K
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.9K- 8.12% |
$889K - $960K
|
21.5K
$11.6M
|