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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
4.34K+ 2.31% |
$2.03M - $2.2M
|
192K
$115M
|
|
Nov 09, 2021
Q3 2021
|
Jennison Associates LLC
|
BUY
|
- |
4.3KNew |
$2.01M - $2.18M
|
4.3K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$2.01M - $2.17M
|
4.29K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.27K+ 429.78% |
$2M - $2.16M
|
5.27K
$3.14M
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.26K+ 19.35% |
$2M - $2.16M
|
26.3K
$15.7M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.11K+ 43.32% |
$1.93M - $2.08M
|
13.6K
$8.11M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.88K+ 36.89% |
$1.82M - $1.96M
|
14.4K
$8.59M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
3.86KNew |
$1.81M - $1.95M
|
3.86K
$2.3M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.84KNew |
$1.8M - $1.94M
|
3.84K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.65K+ 47.97% |
$1.71M - $1.85M
|
11.3K
$6.71M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
3.59K+ 267.34% |
$1.68M - $1.81M
|
4.93K
$2.94M
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.49K+ 17.7% |
$1.64M - $1.77M
|
23.2K
$13.8M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.1K+ 15.21% |
$1.45M - $1.57M
|
23.5K
$14M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.89K+ 42.27% |
$1.36M - $1.46M
|
9.74K
$5.81M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.86K+ 1.95% |
$1.34M - $1.45M
|
149K
$89.1M
|
|
Nov 15, 2021
Q3 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
2.8K+ 268.75% |
$1.31M - $1.41M
|
3.84K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76K+ 86.16% |
$1.29M - $1.4M
|
5.96K
$3.56M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.57K+ 2.14% |
$1.2M - $1.3M
|
123K
$73.1M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.51KNew |
$1.17M - $1.27M
|
2.51K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.41KNew |
$1.13M - $1.22M
|
2.41K
$1.44M
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.39K+ 122.51% |
$1.12M - $1.21M
|
4.34K
$2.59M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.27KNew |
$1.06M - $1.15M
|
2.27K
$1.35M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.11KNew |
$986K - $1.07M
|
2.11K
$1.26M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.08K+ 1.86% |
$974K - $1.05M
|
114K
$67.9M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.99KNew |
$933K - $1.01M
|
1.99K
$1.19M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.91KNew |
$896K - $968K
|
1.91K
$1.14M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.84K+ 25.02% |
$861K - $930K
|
9.18K
$5.48M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.84K+ 2.95% |
$859K - $929K
|
64.1K
$38.2M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.79K+ 9.08% |
$839K - $906K
|
21.5K
$12.8M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.74K+ 1.8% |
$817K - $883K
|
98.5K
$58.7M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.74K+ 9.41% |
$815K - $881K
|
20.2K
$12.1M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.73KNew |
$810K - $875K
|
1.73K
$1.03M
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.73K+ 1.73% |
$808K - $873K
|
102K
$60.7M
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
1.72K+ 2.32% |
$806K - $870K
|
75.7K
$45.2M
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.71KNew |
$803K - $867K
|
1.71K
$1.02M
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.7K+ 92.38% |
$795K - $859K
|
3.53K
$2.11M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.69K+ 3.54% |
$792K - $856K
|
49.5K
$29.5M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$764K - $826K
|
1.63K
$973K
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
1.59KNew |
$745K - $805K
|
1.59K
$948K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.55K+ 142.98% |
$725K - $783K
|
2.63K
$1.57M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 111.0% |
$704K - $761K
|
2.86K
$1.7M
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.46K+ 436.83% |
$683K - $738K
|
1.79K
$1.07M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41KNew |
$658K - $711K
|
1.41K
$838K
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
1.33KNew |
$624K - $675K
|
1.33K
$795K
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
1.33KNew |
$624K - $675K
|
1.33K
$795K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.31KNew |
$613K - $662K
|
1.31K
$781K
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.3K+ 3.54% |
$608K - $657K
|
37.9K
$22.6M
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.29K+ 105.92% |
$603K - $652K
|
2.5K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.27KNew |
$595K - $643K
|
1.27K
$757K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
1.27K+ 1.46% |
$593K - $641K
|
88K
$52.5M
|