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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161New |
$10.4K - $11.5K
|
161
$15K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
146+ 1.47% |
$9.46K - $10.4K
|
10.1K
$936K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
140+ 3.35% |
$9.07K - $10K
|
4.32K
$402K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
131+ 3.69% |
$8.49K - $9.37K
|
3.68K
$342K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
128+ 1.99% |
$8.29K - $9.16K
|
6.56K
$610K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
104+ 0.35% |
$6.74K - $7.44K
|
29.6K
$2.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
102+ 34.34% |
$6.61K - $7.3K
|
399
$37.1K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
102New |
$6.61K - $7.3K
|
102
$9.49K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
92+ 0.68% |
$5.96K - $6.58K
|
13.6K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
92+ 19.05% |
$5.96K - $6.58K
|
575
$53.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 0.87% |
$5.18K - $5.72K
|
9.23K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 0.23% |
$5.05K - $5.58K
|
33.7K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
75New |
$4.86K - $5.37K
|
75
$6.98K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 31.75% |
$4.34K - $4.79K
|
278
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61New |
$3.95K - $4.36K
|
61
$5.67K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.26% |
$3.69K - $4.08K
|
22.3K
$2.07M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 5000.0% |
$3.24K - $3.58K
|
51
$4.74K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.73% |
$2.46K - $2.72K
|
5.22K
$486K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
37+ 0.25% |
$2.4K - $2.65K
|
15K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37New |
$2.4K - $2.65K
|
37
$3.44K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$2.07K - $2.29K
|
32
$2.98K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
31New |
$2.01K - $2.22K
|
31
$2.88K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29+ 0.38% |
$1.88K - $2.07K
|
7.65K
$711K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
28New |
$1.81K - $2K
|
28
$2.6K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
24+ 0.03% |
$1.55K - $1.72K
|
73.5K
$6.84M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 50.0% |
$1.1K - $1.22K
|
51
$4.74K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.32% |
$972 - $1.07K
|
4.77K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
14+ 43.75% |
$907 - $1K
|
46
$4.28K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.19% |
$777 - $859
|
6.48K
$602K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5+ 0.04% |
$324 - $358
|
11.8K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$324 - $358
|
5
$465
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.1% |
$259 - $286
|
3.89K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 4.62% |
$194 - $215
|
68
$6.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.21% |
$194 - $215
|
1.46K
$136K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $143
|
5.66K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.05% |
$130 - $143
|
3.87K
$360K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.13% |
$64.8 - $71.6
|
791
$73.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$64.8 - $71.6
|
568
$52.8K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.69% |
$64.8 - $71.6
|
60
$5.58K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$64.8 - $71.6
|
393
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$64.8 - $71.6
|
4.54K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$64.8 - $71.6
|
8.87K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$64.8 - $71.6
|
368K
$34.3M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 0.09% |
$907 - $1K
|
15.8K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.44% |
$972 - $1.07K
|
3.42K
$318K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 5.84% |
$1.04K - $1.14K
|
258
$24K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-17- 0.28% |
$1.1K - $1.22K
|
6.13K
$570K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25- 0.81% |
$1.62K - $1.79K
|
3.08K
$286K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-46- 0.31% |
$2.98K - $3.29K
|
14.8K
$1.38M
|