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 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-30Closed |
$14.1K - $15.2K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-30- 2.05% |
$14.1K - $15.2K
|
1.43K
$850K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-30- 3.65% |
$14.1K - $15.2K
|
793
$470K
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-31- 0.3% |
$14.5K - $15.7K
|
10.3K
$6.12M
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-32- 0.62% |
$15K - $16.2K
|
5.15K
$3.05M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32- 0.47% |
$15K - $16.2K
|
6.77K
$4.01M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 7.05% |
$15K - $16.2K
|
422
$250K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-32- 4.77% |
$15K - $16.2K
|
639
$379K
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-33- 2.15% |
$15.5K - $16.7K
|
1.5K
$889K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-35- 3.71% |
$16.4K - $17.7K
|
909
$539K
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-35- 0.6% |
$16.4K - $17.7K
|
5.84K
$3.46M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 38.89% |
$16.4K - $17.7K
|
55
$32.6K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35- 0.31% |
$16.4K - $17.7K
|
11.4K
$6.77M
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-36- 0.23% |
$16.9K - $18.2K
|
15.6K
$9.28M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-37- 0.47% |
$17.3K - $18.7K
|
7.78K
$4.61M
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-37- 0.99% |
$17.3K - $18.7K
|
3.72K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 1.45% |
$18.3K - $19.7K
|
2.64K
$1.57M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-39- 2.19% |
$18.3K - $19.7K
|
1.74K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-40- 0.33% |
$18.7K - $20.2K
|
12K
$7.13M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40- 6.69% |
$18.7K - $20.2K
|
558
$331K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.53% |
$18.7K - $20.2K
|
7.55K
$4.48M
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 6.83% |
$18.7K - $20.2K
|
546
$324K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-41- 2.49% |
$19.2K - $20.7K
|
1.6K
$950K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-42- 61.76% |
$19.7K - $21.3K
|
26
$15.4K
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-44- 0.74% |
$20.6K - $22.3K
|
5.94K
$3.52M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-44- 1.32% |
$20.6K - $22.3K
|
3.3K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46- 6.15% |
$21.5K - $23.3K
|
702
$416K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-46- 0.67% |
$21.5K - $23.3K
|
6.78K
$4.02M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.47% |
$22K - $23.8K
|
9.85K
$5.84M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-48Closed |
$22.5K - $24.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-50- 1.2% |
$23.4K - $25.3K
|
4.13K
$2.45M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-50- 1.94% |
$23.4K - $25.3K
|
2.53K
$1.5M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$23.4K - $25.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-50- 5.59% |
$23.4K - $25.3K
|
844
$500K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-50- 0.41% |
$23.4K - $25.3K
|
12.1K
$7.18M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-50- 0.59% |
$23.4K - $25.3K
|
8.38K
$4.97M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-50- 8.49% |
$23.4K - $25.3K
|
539
$319K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-52- 6.34% |
$24.4K - $26.3K
|
768
$455K
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-55- 1.31% |
$25.8K - $27.8K
|
4.14K
$2.45M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-55- 2.39% |
$25.8K - $27.8K
|
2.24K
$1.33M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 10.03% |
$27.2K - $29.4K
|
520
$308K
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-61- 0.56% |
$28.6K - $30.9K
|
10.8K
$6.37M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-62- 11.79% |
$29K - $31.4K
|
464
$275K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-66- 1.8% |
$30.9K - $33.4K
|
3.6K
$2.14M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-67- 1.37% |
$31.4K - $33.9K
|
4.83K
$2.86M
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-68- 1.62% |
$31.8K - $34.4K
|
4.13K
$2.45M
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-68- 1.26% |
$31.8K - $34.4K
|
5.33K
$3.16M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-72- 6.25% |
$33.7K - $36.4K
|
1.08K
$640K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-73- 5.48% |
$34.2K - $36.9K
|
1.26K
$747K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-74- 0.73% |
$34.7K - $37.4K
|
10K
$5.93M
|