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 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10- 0.48% |
$4.68K - $5.06K
|
2.06K
$1.23M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10- 0.07% |
$4.68K - $5.06K
|
13.6K
$8.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10- 0.62% |
$4.68K - $5.06K
|
1.6K
$955K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-10- 10.53% |
$4.68K - $5.06K
|
85
$50.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-11- 0.23% |
$5.15K - $5.57K
|
4.87K
$2.9M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11- 2.15% |
$5.15K - $5.57K
|
501
$299K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11Closed |
$5.15K - $5.57K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 1.62% |
$5.15K - $5.57K
|
670
$400K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-13- 2.82% |
$6.09K - $6.58K
|
448
$267K
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-14- 1.47% |
$6.56K - $7.08K
|
940
$561K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14- 2.86% |
$6.56K - $7.08K
|
476
$284K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-14- 1.24% |
$6.56K - $7.08K
|
1.12K
$666K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14- 0.01% |
$6.56K - $7.08K
|
122K
$72.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14- 0.66% |
$6.56K - $7.08K
|
2.1K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-14- 1.1% |
$6.56K - $7.08K
|
1.26K
$753K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15- 0.3% |
$7.03K - $7.59K
|
4.96K
$2.96M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-16- 0.03% |
$7.49K - $8.1K
|
55.3K
$33M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.03% |
$7.49K - $8.1K
|
55.3K
$33M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-17- 1.86% |
$7.96K - $8.6K
|
895
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18- 1.01% |
$8.43K - $9.11K
|
1.77K
$1.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-18- 0.35% |
$8.43K - $9.11K
|
5.12K
$3.06M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 0.96% |
$8.9K - $9.61K
|
1.95K
$1.16M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 1.16% |
$8.9K - $9.61K
|
1.63K
$969K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-19- 1.69% |
$8.9K - $9.61K
|
1.11K
$660K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19- 2.79% |
$8.9K - $9.61K
|
661
$394K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-19- 14.84% |
$8.9K - $9.61K
|
109
$65K
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-20- 0.88% |
$9.37K - $10.1K
|
2.27K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.2% |
$9.37K - $10.1K
|
10.2K
$6.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-20- 0.84% |
$9.37K - $10.1K
|
2.35K
$1.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-20- 0.06% |
$9.37K - $10.1K
|
35.5K
$21.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 1.29% |
$9.37K - $10.1K
|
1.53K
$914K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-21- 0.33% |
$9.84K - $10.6K
|
6.39K
$3.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-22- 0.51% |
$10.3K - $11.1K
|
4.33K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-22- 2.62% |
$10.3K - $11.1K
|
819
$488K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22Closed |
$10.3K - $11.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-23- 13.86% |
$10.8K - $11.6K
|
143
$85.3K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-23- 0.11% |
$10.8K - $11.6K
|
20.9K
$12.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-23- 1.67% |
$10.8K - $11.6K
|
1.35K
$808K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-23- 0.77% |
$10.8K - $11.6K
|
2.96K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25Closed |
$11.7K - $12.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.73% |
$11.7K - $12.7K
|
3.42K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-25- 0.4% |
$11.7K - $12.7K
|
6.21K
$3.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 0.64% |
$11.7K - $12.7K
|
3.88K
$2.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-25- 2.87% |
$11.7K - $12.7K
|
846
$505K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.25% |
$11.7K - $12.7K
|
9.78K
$5.83M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-26- 1.47% |
$12.2K - $13.2K
|
1.74K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27- 0.39% |
$12.6K - $13.7K
|
6.86K
$4.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-28- 3.47% |
$13.1K - $14.2K
|
779
$465K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-29- 0.44% |
$13.6K - $14.7K
|
6.59K
$3.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.13% |
$13.6K - $14.7K
|
2.55K
$1.52M
|