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
|
Cumberland Advisors Inc
|
BUY
|
- |
1.15K+ 2.71% |
$539K - $582K
|
43.6K
$25M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 4.55% |
$537K - $580K
|
26.3K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 3790.0% |
$533K - $575K
|
1.17K
$669K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.12K+ 2.02% |
$526K - $569K
|
56.6K
$32.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.08KNew |
$506K - $547K
|
1.08K
$619K
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.05KNew |
$493K - $533K
|
1.05K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
987New |
$462K - $499K
|
987
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
975+ 74.31% |
$457K - $493K
|
2.29K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
918+ 100.0% |
$430K - $465K
|
1.84K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
867+ 18.49% |
$406K - $439K
|
5.56K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
855New |
$400K - $433K
|
855
$490K
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
843New |
$395K - $427K
|
843
$483K
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
813+ 6.29% |
$381K - $411K
|
13.7K
$7.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
782+ 98.12% |
$366K - $396K
|
1.58K
$905K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
774+ 13.92% |
$363K - $392K
|
6.33K
$3.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
748New |
$350K - $379K
|
748
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
712New |
$333K - $360K
|
712
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
705New |
$330K - $357K
|
705
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
699+ 1.12% |
$327K - $354K
|
63K
$36.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
689New |
$323K - $349K
|
689
$395K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
672New |
$315K - $340K
|
672
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 1.04% |
$281K - $304K
|
58.4K
$33.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 800.0% |
$281K - $304K
|
675
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
600+ 5.18% |
$281K - $304K
|
12.2K
$6.99M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
593+ 14.75% |
$278K - $300K
|
4.61K
$2.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
577+ 11.08% |
$270K - $292K
|
5.78K
$3.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
553+ 3.04% |
$259K - $280K
|
18.7K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
552New |
$259K - $279K
|
552
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
532New |
$249K - $269K
|
532
$305K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
527+ 0.81% |
$247K - $267K
|
65.7K
$37.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
526+ 6.53% |
$246K - $266K
|
8.59K
$4.92M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
500+ 41.05% |
$234K - $253K
|
1.72K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
496+ 11.18% |
$232K - $251K
|
4.93K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
489+ 29.48% |
$229K - $247K
|
2.15K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
487+ 3.73% |
$228K - $246K
|
13.5K
$7.76M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
479New |
$224K - $242K
|
479
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
477+ 1.15% |
$223K - $241K
|
41.8K
$24M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
476+ 67.81% |
$223K - $241K
|
1.18K
$675K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
468+ 50.38% |
$219K - $237K
|
1.4K
$801K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
452+ 57.95% |
$212K - $229K
|
1.23K
$706K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
452+ 46.69% |
$212K - $229K
|
1.42K
$814K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
450+ 9.31% |
$211K - $228K
|
5.28K
$3.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
443+ 39.0% |
$207K - $224K
|
1.58K
$905K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
438+ 1.93% |
$205K - $222K
|
23.1K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
437+ 3.64% |
$205K - $221K
|
12.4K
$7.13M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
425+ 1.18% |
$199K - $215K
|
36.5K
$20.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
422+ 8.58% |
$198K - $214K
|
5.34K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
416New |
$195K - $211K
|
416
$239K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
405+ 68.18% |
$190K - $205K
|
999
$573K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
401+ 38.97% |
$188K - $203K
|
1.43K
$820K
|