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 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
35+ 5.43% |
$16.4K - $17.7K
|
680
$406K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
34+ 4.9% |
$15.9K - $17.2K
|
728
$434K
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
29+ 6.33% |
$13.6K - $14.7K
|
487
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28+ 0.14% |
$13.1K - $14.2K
|
20.6K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 12.2% |
$11.7K - $12.7K
|
230
$137K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21+ 4.68% |
$9.84K - $10.6K
|
470
$280K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
20+ 0.28% |
$9.37K - $10.1K
|
7.23K
$4.31M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 4.47% |
$9.37K - $10.1K
|
467
$279K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.48% |
$9.37K - $10.1K
|
1.37K
$816K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.81% |
$9.37K - $10.1K
|
2.5K
$1.49M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 0.52% |
$9.37K - $10.1K
|
3.9K
$2.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
19+ 1.18% |
$8.9K - $9.61K
|
1.62K
$969K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.16% |
$8.9K - $9.61K
|
12K
$7.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$8.9K - $9.61K
|
10.4K
$6.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
16+ 0.12% |
$7.49K - $8.1K
|
13K
$7.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15+ 2.21% |
$7.03K - $7.59K
|
694
$414K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$6.56K - $7.08K
|
14
$8.35K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
14+ 0.28% |
$6.56K - $7.08K
|
5.05K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13+ 0.33% |
$6.09K - $6.58K
|
3.98K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
13+ 1.51% |
$6.09K - $6.58K
|
872
$520K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
12+ 1.23% |
$5.62K - $6.07K
|
984
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 1.15% |
$5.15K - $5.57K
|
968
$577K
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
11+ 2.19% |
$5.15K - $5.57K
|
514
$307K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 1.82% |
$4.68K - $5.06K
|
560
$334K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 1.26% |
$4.68K - $5.06K
|
805
$480K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.27% |
$4.68K - $5.06K
|
3.66K
$2.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
9+ 0.95% |
$4.22K - $4.55K
|
957
$571K
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 1.09% |
$3.28K - $3.54K
|
650
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
7+ 0.12% |
$3.28K - $3.54K
|
6.07K
$3.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.39% |
$3.28K - $3.54K
|
1.8K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.09% |
$2.81K - $3.04K
|
6.59K
$3.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$2.81K - $3.04K
|
1.62K
$964K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
6+ 150.0% |
$2.81K - $3.04K
|
10
$5.96K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$2.34K - $2.53K
|
966
$576K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.87K - $2.02K
|
1.89K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.13% |
$1.41K - $1.52K
|
2.32K
$1.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 1.22% |
$1.41K - $1.52K
|
248
$148K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3+ 0.22% |
$1.41K - $1.52K
|
1.36K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3+ 0.01% |
$1.41K - $1.52K
|
31.7K
$18.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.02% |
$937 - $1.01K
|
8.84K
$5.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.26% |
$937 - $1.01K
|
764
$456K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.3% |
$937 - $1.01K
|
664
$396K
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
2+ 0.34% |
$937 - $1.01K
|
593
$354K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.14% |
$937 - $1.01K
|
1.46K
$871K
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$937 - $1.01K
|
555
$331K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
2+ 0.23% |
$937 - $1.01K
|
873
$521K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.07% |
$468 - $506
|
1.53K
$911K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.15% |
$468 - $506
|
674
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$468 - $506
|
8.72K
$5.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.04% |
$468 - $506
|
2.45K
$1.46M
|