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
|
Ifg Advisors, LLC
|
BUY
|
- |
400+ 1.46% |
$187K - $202K
|
27.7K
$16.5M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
399+ 3.32% |
$187K - $202K
|
12.4K
$7.41M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
397+ 1.3% |
$186K - $201K
|
30.9K
$18.4M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
394+ 0.32% |
$185K - $199K
|
122K
$73M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
389New |
$182K - $197K
|
389
$232K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
387+ 35.5% |
$181K - $196K
|
1.48K
$881K
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
372+ 0.9% |
$174K - $188K
|
41.8K
$24.9M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
369New |
$173K - $187K
|
369
$220K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
355+ 14.08% |
$166K - $180K
|
2.88K
$1.72M
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
353+ 1.73% |
$165K - $179K
|
20.8K
$12.4M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
325+ 2.57% |
$152K - $164K
|
13K
$7.75M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
319+ 71.85% |
$149K - $161K
|
763
$455K
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
311+ 2.6% |
$146K - $157K
|
12.3K
$7.31M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
310+ 0.41% |
$145K - $157K
|
75.3K
$44.9M
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
303+ 9.41% |
$142K - $153K
|
3.52K
$2.1M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
296+ 44.78% |
$139K - $150K
|
957
$571K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
293+ 3.45% |
$137K - $148K
|
8.8K
$5.25M
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
291+ 3.36% |
$136K - $147K
|
8.94K
$5.33M
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
285+ 45.24% |
$133K - $144K
|
915
$546K
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
285+ 7.56% |
$133K - $144K
|
4.05K
$2.42M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
282+ 0.42% |
$132K - $143K
|
67.7K
$40.3M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
277+ 2.72% |
$130K - $140K
|
10.5K
$6.25M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
273+ 0.45% |
$128K - $138K
|
60.9K
$36.3M
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
267+ 8.38% |
$125K - $135K
|
3.46K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
265+ 14.12% |
$124K - $134K
|
2.14K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 3.02% |
$121K - $131K
|
8.83K
$5.27M
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
255+ 48.57% |
$119K - $129K
|
780
$465K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
254+ 0.67% |
$119K - $129K
|
37.9K
$22.6M
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
253+ 1.22% |
$118K - $128K
|
20.9K
$12.5M
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
241+ 2.86% |
$113K - $122K
|
8.65K
$5.16M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
240+ 1.14% |
$112K - $121K
|
21.3K
$12.7M
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
229+ 18.32% |
$107K - $116K
|
1.48K
$882K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
223+ 22.97% |
$104K - $113K
|
1.19K
$712K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
221+ 21.65% |
$104K - $112K
|
1.24K
$741K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 0.77% |
$103K - $111K
|
28.6K
$17.1M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
218+ 32.34% |
$102K - $110K
|
892
$532K
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
204+ 14.44% |
$95.5K - $103K
|
1.62K
$964K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
200+ 3.0% |
$93.7K - $101K
|
6.86K
$4.09M
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
200+ 0.22% |
$93.7K - $101K
|
90.9K
$54.2M
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
200+ 10.45% |
$93.7K - $101K
|
2.11K
$1.26M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
199New |
$93.2K - $101K
|
199
$119K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
193+ 0.18% |
$90.4K - $97.7K
|
110K
$65.5M
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
190+ 1.17% |
$89K - $96.1K
|
16.5K
$9.84M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
168+ 0.3% |
$78.7K - $85K
|
55.7K
$33.2M
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
168+ 1.24% |
$78.7K - $85K
|
13.8K
$8.21M
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
159+ 3.01% |
$74.5K - $80.5K
|
5.45K
$3.25M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
158New |
$74K - $80K
|
158
$94.2K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
153+ 28.98% |
$71.7K - $77.4K
|
681
$406K
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
152+ 30.77% |
$71.2K - $76.9K
|
646
$385K
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
151+ 4.32% |
$70.7K - $76.4K
|
3.65K
$2.18M
|