Spdr S&p Midcap 400 Etf Tr

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Spdr S&p Midcap 400 Etf Tr

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NewIncreasedMaintainedDecreasedLiquidated
102732364
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Renaissance Investment Group Llc03-31-2021Com11,169Decreased-5.571.465,317,000.007.07951.47Form 13
Park National Corp /oh/03-31-2021Com1,466Decreased-3.430.03698,000.009.58476.13Form 13
Woodstock Corp03-31-2021Other2,952Decreased-10.600.181,405,000.001.30475.95Form 13
First Financial Bank - Trust Division03-31-2021Etf-equity28,532Decreased-1.521.5213,582,000.0011.64951.94Form 13
Elm Advisors, Llc03-31-2021Etf14,854Decreased-4.604.407,071,000.008.15476.03Form 13
First National Bank Of Mount Dora, Trust Investment Services03-31-2021Utser1 S&pdcrp2,388Decreased-12.140.391,137,000.00-0.35950.32Form 13
Curbstone Financial Management Corp03-31-2021Etf36,144Decreased-1.633.4317,206,000.0011.51476.04Form 13
Security National Bank03-31-2021Exchange Traded Fund599New!0.000.08285,000.000.00475.79Form 13
Fulcrum Equity Management03-31-2021Utser1 S&pdcrp933New!0.000.18444,000.000.00475.88Form 13
Means Investment Co., Inc.03-31-2021Utser1 S&pdcrp497Increased1.640.05237,000.004.87476.86Form 13
Chesley Taft & Associates Llc03-31-2021Etf13,806Maintained0.000.406,706,000.0015.68485.73Form 13
Carroll Financial Associates, Inc.03-31-2021Etf90Decreased-52.380.0042,000.00-46.84466.67Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf4,218Increased1.391.012,008,000.0014.94476.06Form 13
Bremer Bank National Association03-31-2021Utser1 S&pdcrp3,486Decreased-1.500.381,660,000.0011.71953.47Form 13
Spotlight Asset Group, Inc.03-31-2021Utser1 S&pdcrp6,463Increased252.981.163,077,000.00300.13476.09Form 13
Echo Wealth Management, Llc03-31-2021Utser1 S&pdcrp552Maintained0.000.33263,000.0013.36476.45Form 13
Orrstown Financial Services Inc03-31-2021Exchange Traded Fund716Maintained0.000.49345,000.0014.62481.84Form 13
Baldwin Brothers Inc/ma03-31-2021Utser1 S&pdcrp1,493Decreased-6.280.08711,000.006.28476.22Form 13
Financial Advisory Corp /ut/ /adv03-31-2021Utser1 S&pdcrp928Maintained0.000.39442,000.0013.33476.29Form 13
Trust Co03-31-2021Utser1 S&pdcrp675Maintained0.000.23321,000.0013.43475.56Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Utser1 S&pdcrp8,778Increased0.022.434,179,000.0013.41476.08Form 13
Larson Financial Group Llc03-31-2021Utser1 S&pdcrp21Maintained0.000.001,000.000.0047.62Form 13
Strategic Wealth Management Group, Llc03-31-2021Utser1 S&pdcrp1,423Maintained0.000.26677,000.0013.21475.76Form 13
Kmg Fiduciary Partners, Llc03-31-2021Utser1 S&pdcrp23,005Increased1.732.1410,952,000.0015.47476.07Form 13
Moulton Wealth Management, Inc03-31-2021Utser1 S&pdcrp1,855New!0.000.68902,000.000.00486.25Form 13
John W. Brooker & Co., Cpas03-31-2021Utser1 S&pdcrp782Increased0.130.23372,000.0013.41475.70Form 13
Nbt Bank N A /ny03-31-2021Com19,701Increased0.741.359,379,000.0014.21952.15Form 13
Courier Capital Llc03-31-2021Utser1 S&pdcrp6,411Increased1.180.313,052,000.0014.69476.06Form 13
First National Bank Sioux Falls03-31-2021Exchange Traded Fund1,445Maintained0.001.22688,000.0013.34476.12Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com5,188Increased52.320.652,470,000.0072.73476.10Form 13
Carnegie Capital Asset Management, Llc03-31-2021Utser1 S&pdcrp36,697Increased1.170.7317,470,000.0014.69476.06Form 13
Jackson Wealth Management, Llc03-31-2021Utser1 S&pdcrp1,574Increased28.280.11749,000.0045.44475.86Form 13
Carlson Capital Management03-31-2021Utser1 S&pdcrp500Maintained0.000.04238,000.008.18476.00Form 13
Kwmg, Llc03-31-2021Utser1 S&pdcrp508Maintained0.000.04242,000.0013.62476.38Form 13
Legacy Advisors, Llc03-31-2021Utser1 S&pdcrp16,512Increased0.223.477,861,000.0013.61476.08Form 13
Valeo Financial Advisors, Llc03-31-2021Etf616Increased0.650.01293,000.0014.01475.65Form 13
Clarus Wealth Advisors03-31-2021Utser1 S&pdcrp892Decreased-24.029.99434,000.00-16.22486.55Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund734Decreased-72.480.09350,000.00-68.86476.84Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021Utser1 S&pdcrp5,022Maintained0.000.802,391,000.0013.37953.00Form 13
Platte River Wealth Advisors, Llc03-31-2021Utser1 S&pdcrp585Maintained0.000.12283,000.008.43483.76Form 13
Hohimer Wealth Management, Llc03-31-2021Utser1 S&pdcrp1,612Decreased-2.360.19767,000.0010.68475.81Form 13
Veracity Capital Llc03-31-2021Utser1 S&pdcrp613,299Maintained0.000.24613,000.000.001.00Form 13
Prosperity Planning, Inc.03-31-2021Utser1 S&pdcrp2,030Decreased-5.930.69966,000.006.62475.86Form 13
Huntington National Bank03-31-2021Exchange Traded31,921Increased0.640.1815,196,000.0014.091,429.84Form 13
Breiter Capital Management Inc03-31-2021Utser1 S&pdcrp0Liquidated!-100.000.000.000.000.00Form 13
Perkins Coie Trust Co03-31-2021Equity - Midcap - Etf95Maintained0.000.0045,000.0012.50473.68Form 13
Arvest Bank Trust Division03-31-2021Utser1 S&pdcrp316,822Decreased-22.888.77150,823,000.00-12.58952.22Form 13
Norway Savings Bank03-31-2021Utser1 S&pdcrp675Maintained0.000.17321,000.0013.43475.56Form 13
Enterprise Trust & Investment Co03-31-2021Utser1 S&pdcrp125Maintained0.000.0360,000.007.14480.00Form 13
Gofen & Glossberg Llc /il/03-31-2021Com60,083Increased2.840.7328,602,000.0016.58476.04Form 13
Welch & Forbes Llc03-31-2021Utser1 S&pdcrp143,168Increased3.781.2668,155,000.0017.66476.05Form 13
First Citizens Bank & Trust Co03-31-2021Utser1 S&pdcrp4,858Decreased-5.520.112,313,000.007.13952.47Form 13
Farmers & Merchants Investments Inc03-31-2021Utser1 S&pdcrp75Maintained0.000.0036,000.0016.13480.00Form 13
Country Club Trust Company, N.a.03-31-2021Utser1 S&pdcrp29,879Increased10.941.3314,209,000.0025.79951.06Form 13
Buffington Mohr Mcneal03-31-2021Etf578Maintained0.000.06275,000.0013.17475.78Form 13
Contravisory Investment Management, Inc.03-31-2021Utser1 S&pdcrp251Increased13.060.04120,000.0029.03478.09Form 13
Advisornet Financial, Inc03-31-2021Etf90Maintained0.000.0043,000.0013.16477.78Form 13
Jcic Asset Management Inc.03-31-2021Utser1 S&pdcrp3Maintained0.000.001,000.000.00333.33Form 13
Westside Investment Management, Inc.03-31-2021Com450Maintained0.009.9947,771,000.0013.37476,524.29Form 13
Aperimus Capital, Llc03-31-2021Utser1 S&pdcrp36,337Decreased-65.839.9917,298,000.00-61.26476.04Form 13
Youngs Advisory Group, Inc.03-31-2021Utser1 S&pdcrp19,256Decreased-3.279.999,167,000.009.67476.06Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common8,251Decreased-8.640.603,928,000.003.59476.06Form 13
First Bank & Trust03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Global Trust Asset Management, Llc03-31-2021Utser1 S&pdcrp0Liquidated!-100.000.000.000.000.00Form 13
Sound Income Strategies, Llc03-31-2021Utser1 S&pdcrp22Decreased-21.430.0010,473,000.0087,175.00476,045.45Form 13
Johnson Midwest Financial, Llc03-31-2021Utser1 S&pdcrp31,449New!0.009.9914,971,000.000.00476.04Form 13
Global Retirement Partners, Llc03-31-2021Utser1 S&pdcrp4,470Decreased-0.020.252,128,000.0013.31476.06Form 13
Canton Hathaway, Llc03-31-2021Etf115Maintained0.000.0255,000.0014.58478.26Form 13
Baldrige Asset Management Llc03-31-2021Utser1 S&pdcrp700Maintained0.000.18333,000.0013.27475.71Form 13
Private Capital Management Llc03-31-2021Utser1 S&pdcrp735Decreased-7.200.19350,000.005.42476.19Form 13
Bay Rivers Group03-31-2021Utser1 S&pdcrp7,202Increased1.682.673,429,000.0015.30476.12Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open3,734Maintained0.000.901,778,000.0013.39476.16Form 13
Hummer Financial Advisory Services Inc03-31-2021Utser1 S&pdcrp17,448Increased4.428.098,321,000.0018.18476.90Form 13
Soundmark Wealth Management, Llc03-31-2021Utser1 S&pdcrp553Increased0.360.14263,000.0013.85475.59Form 13
Centennial Wealth Advisory Llc03-31-2021Utser1 S&pdcrp0Liquidated!-100.000.000.000.000.00Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -717Increased22.980.03341,000.0039.18950.30Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F3,399Decreased-13.050.021,618,000.00-1.40476.02Form 13
Pioneer Trust Bank N A/or03-31-2021Com459Decreased-6.330.06219,000.006.31477.12Form 13
Rothschild Investment Corp /il03-31-2021Exch1,790Decreased-0.560.07852,000.0012.70475.98Form 13
Optimum Investment Advisors03-31-2021Utser1 S&pdcrp655Increased5.820.09312,000.0020.00476.34Form 13
Mcdonald Partners Llc03-31-2021Utser1 S&pdcrp1,151New!0.000.11548,000.000.00476.11Form 13
Cohen Klingenstein Llc03-31-2021Com800Maintained0.000.02381,000.0013.39476.25Form 13
Brookmont Capital Management03-31-2021Utser1 S&pdcrp420New!0.000.13200,000.000.00476.19Form 13
Retirement Systems Of Alabama03-31-2021Utser1 S&pdcrp46,027Decreased-11.280.0821,911,000.000.57476.05Form 13
Burt Wealth Advisors03-31-2021Utser1 S&pdcrp525Decreased-6.750.09250,000.005.93476.19Form 13
G&s Capital Llc03-31-2021Utser1 S&pdcrp12,215Increased0.053.385,815,000.0013.42476.05Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1New!0.000.000.000.000.00Form 13
Symphony Financial, Ltd. Co.03-31-2021Utser1 S&pdcrp426New!0.000.05207,000.000.00485.92Form 13
Wolff Wiese Magana Llc03-31-2021Utser1 S&pdcrp40Maintained0.000.0119,000.0011.76475.00Form 13
Cmg Global Holdings, Llc03-31-2021Utser1 S&pdcrp7,826New!0.003.233,726,000.000.00476.11Form 13
Allegiant Private Advisors, Llc03-31-2021Utser1 S&pdcrp14,110Decreased-3.541.236,717,000.009.34476.05Form 13
City Holding Co03-31-2021Mutual Funds-mid Cap60Maintained0.000.0129,000.0016.00483.33Form 13
First Midwest Bank Trust Division03-31-2021Utser1 S&pdcrp693Maintained0.000.05330,000.0013.40952.23Form 13
Leavell Investment Management, Inc.03-31-2021Utser1 S&pdcrp3,881Increased2.750.151,854,000.0016.53477.71Form 13
Gillespie Robinson & Grimm Inc03-31-2021Com587Decreased-2.170.03279,000.0010.71475.30Form 13
Adirondack Trust Co03-31-2021Mutual Fund13,674Decreased-0.263.476,510,000.0011.49952.89Form 13
Trust Co Of Vermont03-31-2021Com758Maintained0.000.03361,000.0013.52476.25Form 13
Country Trust Bank03-31-2021Etf - Equity196Increased27.270.0093,000.0043.08474.49Form 13
Motco03-31-2021Com13,302Decreased-12.410.456,333,000.00-0.69952.69Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock419Maintained0.000.02199,000.000.00474.94Form 13
Harbor Investment Advisory, Llc03-31-2021Etf438Decreased-1.350.03209,000.0012.37477.17Form 13
Hanlon Investment Management, Inc.03-31-2021Utser1 S And Pdcrp1,924Decreased-2.880.20916,000.004.57476.09Form 13
Next Financial Group, Inc03-31-2021Utser1 S&pdcrp606Decreased-19.410.03289,000.00-8.54476.90Form 13
Baugh & Associates, Llc03-31-2021Utser1 S&pdcrp803Increased1.010.25382,000.0014.37475.72Form 13
Cra Financial Services, Llc03-31-2021Utser1 S&pdcrp645Decreased-17.200.12307,000.00-6.12475.97Form 13
Systematic Alpha Investments, Llc03-31-2021Etf300New!0.000.01143,000.000.00476.67Form 13
Hya Advisors, Inc03-31-2021Etf1,373Maintained0.000.31654,000.0013.34476.33Form 13
Tennessee Valley Asset Management Partners03-31-2021Utser1 S&pdcrp3,460Maintained0.000.421,647,000.0013.35476.01Form 13
Stephenson National Bank & Trust03-31-2021Utser1 S&pdcrp8,123Decreased-3.972.683,867,000.008.87476.06Form 13