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 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.96KNew |
$192K - $212K
|
2.96K
$276K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.93K+ 3.0% |
$190K - $210K
|
101K
$9.36M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.75K+ 15.77% |
$178K - $197K
|
20.2K
$1.88M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.73K+ 10.73% |
$177K - $195K
|
28.2K
$2.62M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.69KNew |
$175K - $193K
|
2.69K
$251K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67KNew |
$173K - $191K
|
2.67K
$249K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.62KNew |
$170K - $187K
|
2.62K
$244K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.6K+ 9.42% |
$168K - $186K
|
30.1K
$2.8M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.39K+ 10.17% |
$155K - $171K
|
25.9K
$2.41M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 1.72% |
$137K - $151K
|
125K
$11.6M
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.79K+ 1.22% |
$116K - $128K
|
148K
$13.8M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.65K+ 1.3% |
$107K - $118K
|
128K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 11.07% |
$107K - $118K
|
16.5K
$1.54M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.64K+ 5.25% |
$106K - $117K
|
32.9K
$3.06M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 8.17% |
$104K - $115K
|
21.2K
$1.98M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.59K+ 2.5% |
$103K - $114K
|
65.2K
$6.07M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.57K+ 7.87% |
$101K - $112K
|
21.5K
$2M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.56K+ 1.2% |
$101K - $111K
|
131K
$12.2M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.52K+ 26.16% |
$98.2K - $108K
|
7.31K
$680K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.43K+ 9.16% |
$92.4K - $102K
|
17K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41K+ 41.14% |
$91.6K - $101K
|
4.85K
$451K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 10.5% |
$91.1K - $101K
|
14.8K
$1.38M
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.28K+ 4.63% |
$82.6K - $91.2K
|
28.8K
$2.68M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 3.71% |
$82K - $90.6K
|
35.4K
$3.29M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 2.58% |
$78.1K - $86.3K
|
48K
$4.47M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 6.17% |
$72.6K - $80.1K
|
19.3K
$1.79M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 5.77% |
$72K - $79.6K
|
20.4K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09K+ 18.25% |
$70.7K - $78.1K
|
7.07K
$657K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
923+ 7.77% |
$59.8K - $66K
|
12.8K
$1.19M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
865+ 9.15% |
$56K - $61.9K
|
10.3K
$960K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
736+ 5.0% |
$47.7K - $52.7K
|
15.5K
$1.44M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
729+ 15.42% |
$47.2K - $52.2K
|
5.46K
$507K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
667+ 21.61% |
$43.2K - $47.7K
|
3.75K
$349K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
515+ 10.93% |
$33.4K - $36.8K
|
5.23K
$486K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
515+ 0.23% |
$33.4K - $36.8K
|
227K
$21.2M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
472+ 2.65% |
$30.6K - $33.8K
|
18.3K
$1.7M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
431New |
$27.9K - $30.8K
|
431
$40.1K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
419+ 1351.61% |
$27.1K - $30K
|
450
$41.9K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
392+ 4.17% |
$25.4K - $28K
|
9.8K
$911K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
331+ 1.42% |
$21.4K - $23.7K
|
23.6K
$2.2M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
315+ 3.76% |
$20.4K - $22.5K
|
8.69K
$809K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
294+ 7.71% |
$19K - $21K
|
4.11K
$382K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
256+ 4.33% |
$16.6K - $18.3K
|
6.17K
$574K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
250+ 53.19% |
$16.2K - $17.9K
|
720
$67K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
246+ 4.4% |
$15.9K - $17.6K
|
5.84K
$543K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
223+ 49.12% |
$14.4K - $16K
|
677
$63K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$13.9K - $15.4K
|
215
$20K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
213+ 7.82% |
$13.8K - $15.2K
|
2.94K
$273K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
178+ 0.9% |
$11.5K - $12.7K
|
20K
$1.86M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 26.41% |
$10.6K - $11.7K
|
785
$73K
|