Purchases and Sales Made in Q1 2023 in Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP GROWTH ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 22.38% |
$14.2M - $15.7M
|
1.2M
$112M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175K+ 52.21% |
$11.3M - $12.5M
|
510K
$47.4M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 134.96% |
$9.55M - $10.6M
|
257K
$23.9M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
85.9K+ 15.78% |
$5.57M - $6.15M
|
630K
$58.6M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.1K+ 10.31% |
$5.45M - $6.02M
|
900K
$83.7M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.4KNew |
$5.21M - $5.75M
|
80.4K
$7.47M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.2K+ 18.02% |
$5.07M - $5.6M
|
512K
$47.6M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
66.7K+ 85.81% |
$4.32M - $4.77M
|
144K
$13.4M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
42.3K+ 26.82% |
$2.74M - $3.02M
|
200K
$18.6M
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
42.2K+ 13.66% |
$2.74M - $3.02M
|
351K
$32.7M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
35K+ 6.38% |
$2.27M - $2.51M
|
584K
$54.4M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
28.4K+ 6.41% |
$1.84M - $2.03M
|
471K
$43.8M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28K+ 9.63% |
$1.81M - $2M
|
319K
$29.7M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
25.1K+ 4.32% |
$1.62M - $1.79M
|
605K
$56.3M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
24.3K+ 2.49% |
$1.57M - $1.74M
|
1M
$93M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$1.2M - $1.33M
|
18.5K
$1.72M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.5K+ 8.16% |
$1.2M - $1.32M
|
245K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
18.3KNew |
$1.18M - $1.31M
|
18.3K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 33.67% |
$1.09M - $1.2M
|
66.5K
$6.18M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.08M - $1.2M
|
16.7K
$1.56M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12.6K+ 14.68% |
$813K - $898K
|
98.1K
$9.12M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.4KNew |
$737K - $814K
|
11.4K
$1.06M
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
11.2K+ 5.38% |
$727K - $804K
|
220K
$20.5M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 6.28% |
$701K - $774K
|
183K
$17M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.36K+ 6.47% |
$606K - $670K
|
154K
$14.3M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.02K+ 4.02% |
$585K - $646K
|
233K
$21.7M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.5KNew |
$550K - $608K
|
8.5K
$790K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.01KNew |
$519K - $573K
|
8.01K
$745K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.78KNew |
$439K - $485K
|
6.78K
$631K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.45KNew |
$418K - $461K
|
6.45K
$600K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.23KNew |
$403K - $445K
|
6.23K
$579K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.82K+ 446.43% |
$377K - $416K
|
7.12K
$662K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.76K+ 25.41% |
$373K - $412K
|
28.4K
$2.64M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.68K+ 13.2% |
$368K - $406K
|
48.7K
$4.53M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.34K+ 34.64% |
$346K - $382K
|
20.8K
$1.93M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
5.05K+ 20.44% |
$327K - $361K
|
29.7K
$2.76M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4.97K+ 3.14% |
$322K - $356K
|
163K
$15.2M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.85K+ 27.92% |
$314K - $347K
|
22.2K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.73K+ 13.15% |
$307K - $339K
|
40.7K
$3.79M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.54KNew |
$294K - $325K
|
4.54K
$422K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.47K+ 33.95% |
$290K - $320K
|
17.6K
$1.64M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.17K+ 3.48% |
$270K - $299K
|
124K
$11.6M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4KNew |
$259K - $286K
|
4K
$372K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.93K+ 32.68% |
$255K - $281K
|
16K
$1.49M
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.82KNew |
$247K - $273K
|
3.82K
$355K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.67K+ 2.04% |
$238K - $263K
|
184K
$17.1M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.51KNew |
$227K - $251K
|
3.51K
$326K
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.47KNew |
$225K - $248K
|
3.47K
$322K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.43K+ 13.1% |
$222K - $245K
|
29.6K
$2.75M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.34K+ 2.04% |
$216K - $239K
|
167K
$15.5M
|