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 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.07% |
$468 - $506
|
1.53K
$905K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.02% |
$468 - $506
|
4.41K
$2.61M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.13% |
$468 - $506
|
783
$464K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.11% |
$468 - $506
|
892
$529K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1+ 0.06% |
$468 - $506
|
1.76K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.0% |
$468 - $506
|
31.7K
$18.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.14% |
$468 - $506
|
736
$436K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.12% |
$468 - $506
|
824
$488K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.4% |
$468 - $506
|
253
$150K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.16% |
$468 - $506
|
633
$375K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$468 - $506
|
4.95K
$2.93M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$468 - $506
|
528
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.07% |
$468 - $506
|
1.35K
$801K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.09% |
$468 - $506
|
1.11K
$659K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$468 - $506
|
6.79K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$468 - $506
|
550
$326K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$468 - $506
|
3.31K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.22% |
$468 - $506
|
449
$266K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1- 0.01% |
$468 - $506
|
7.2K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$468 - $506
|
1.55K
$921K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$468 - $506
|
6.74K
$4M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1- 0.16% |
$468 - $506
|
610
$362K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.18% |
$468 - $506
|
566
$336K
|
|
|
Oct 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-1- 0.12% |
$468 - $506
|
801
$475K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2- 0.05% |
$937 - $1.01K
|
4.17K
$2.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.14% |
$937 - $1.01K
|
1.42K
$841K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.6% |
$937 - $1.01K
|
331
$196K
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3- 0.3% |
$1.41K - $1.52K
|
993
$589K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-3- 0.1% |
$1.41K - $1.52K
|
2.86K
$1.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3- 5.45% |
$1.41K - $1.52K
|
52
$30.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4- 28.57% |
$1.87K - $2.02K
|
10
$5.93K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-4- 0.06% |
$1.87K - $2.02K
|
6.31K
$3.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4- 0.01% |
$1.87K - $2.02K
|
52.1K
$30.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.91% |
$1.87K - $2.02K
|
434
$257K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4- 0.02% |
$1.87K - $2.02K
|
23.9K
$14.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5- 0.76% |
$2.34K - $2.53K
|
655
$388K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.05% |
$2.34K - $2.53K
|
10.7K
$6.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5- 0.29% |
$2.34K - $2.53K
|
1.75K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.12% |
$2.34K - $2.53K
|
4.17K
$2.47M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-5- 0.02% |
$2.34K - $2.53K
|
20.3K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6- 0.22% |
$2.81K - $3.04K
|
2.71K
$1.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7- 0.1% |
$3.28K - $3.54K
|
6.82K
$4.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7- 1.62% |
$3.28K - $3.54K
|
426
$253K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-7- 0.48% |
$3.28K - $3.54K
|
1.45K
$861K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9- 0.16% |
$4.22K - $4.55K
|
5.56K
$3.29M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.85% |
$4.68K - $5.06K
|
1.17K
$691K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10- 66.67% |
$4.68K - $5.06K
|
5
$2.96K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-10Closed |
$4.68K - $5.06K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-10- 0.08% |
$4.68K - $5.06K
|
12.2K
$7.24M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-10- 1.66% |
$4.68K - $5.06K
|
593
$352K
|