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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
151+ 12.75% |
$70.7K - $76.4K
|
1.34K
$756K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$70.3K - $75.9K
|
150
$85K
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
150+ 7.17% |
$70.3K - $75.9K
|
2.24K
$1.27M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
149+ 0.42% |
$69.8K - $75.4K
|
36K
$20.4M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
143New |
$67K - $72.4K
|
143
$81K
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.08% |
$61.4K - $66.3K
|
6.43K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
130+ 2.09% |
$60.9K - $65.8K
|
6.34K
$3.59M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
130+ 21.17% |
$60.9K - $65.8K
|
744
$421K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
130+ 3.7% |
$60.9K - $65.8K
|
3.64K
$2.06M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
127+ 4.1% |
$59.5K - $64.3K
|
3.22K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
126+ 13.68% |
$59K - $63.8K
|
1.05K
$593K
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
125+ 3.44% |
$58.5K - $63.3K
|
3.76K
$2.13M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
122+ 3.13% |
$57.1K - $61.7K
|
4.02K
$2.28M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
120New |
$56.2K - $60.7K
|
120
$68K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
119+ 27.23% |
$55.7K - $60.2K
|
556
$315K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
113+ 19.32% |
$52.9K - $57.2K
|
698
$395K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
111+ 2.83% |
$52K - $56.2K
|
4.04K
$2.29M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
111+ 16.74% |
$52K - $56.2K
|
774
$438K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 0.42% |
$46.8K - $50.6K
|
23.8K
$13.5M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$46.8K - $50.6K
|
100
$56.7K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 8.94% |
$46.8K - $50.6K
|
1.22K
$691K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
97+ 1.82% |
$45.4K - $49.1K
|
5.41K
$3.07M
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
93+ 0.2% |
$43.6K - $47.1K
|
46.2K
$26.2M
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
92+ 9.6% |
$43.1K - $46.6K
|
1.05K
$595K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 8.86% |
$42.2K - $45.5K
|
1.11K
$627K
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
90+ 1.42% |
$42.2K - $45.5K
|
6.45K
$3.65M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
85+ 1.89% |
$39.8K - $43K
|
4.57K
$2.59M
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
85+ 1.16% |
$39.8K - $43K
|
7.41K
$4.2M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
83+ 2.0% |
$38.9K - $42K
|
4.24K
$2.4M
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
83+ 1.49% |
$38.9K - $42K
|
5.65K
$3.2M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
76+ 4.89% |
$35.6K - $38.5K
|
1.63K
$923K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
73+ 14.09% |
$34.2K - $36.9K
|
591
$335K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
68+ 3.12% |
$31.8K - $34.4K
|
2.25K
$1.27M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
66+ 53.23% |
$30.9K - $33.4K
|
190
$108K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
65+ 3.99% |
$30.4K - $32.9K
|
1.7K
$961K
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
63+ 5.09% |
$29.5K - $31.9K
|
1.3K
$736K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
62+ 1.87% |
$29K - $31.4K
|
3.38K
$1.91M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
61New |
$28.6K - $30.9K
|
61
$34.6K
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
60+ 0.39% |
$28.1K - $30.4K
|
15.4K
$8.72M
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
59+ 2.87% |
$27.6K - $29.9K
|
2.11K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55+ 36.67% |
$25.8K - $27.8K
|
205
$116K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55+ 1.02% |
$25.8K - $27.8K
|
5.45K
$3.09M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53+ 12.07% |
$24.8K - $26.8K
|
492
$279K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
51+ 1.21% |
$23.9K - $25.8K
|
4.28K
$2.43M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 7.63% |
$23.4K - $25.3K
|
705
$399K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
50+ 1.33% |
$23.4K - $25.3K
|
3.82K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
50+ 1.46% |
$23.4K - $25.3K
|
3.46K
$1.96M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 8.82% |
$21.1K - $22.8K
|
555
$314K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
45New |
$21.1K - $22.8K
|
45
$25.5K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
35+ 0.46% |
$16.4K - $17.7K
|
7.63K
$4.32M
|