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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-858- 5.86% |
$55.6K - $61.4K
|
13.8K
$1.28M
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-935- 20.27% |
$60.6K - $66.9K
|
3.68K
$342K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-955- 13.51% |
$61.9K - $68.3K
|
6.11K
$569K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-968- 10.13% |
$62.7K - $69.3K
|
8.58K
$798K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-989- 3.32% |
$64.1K - $70.8K
|
28.8K
$2.68M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.01K- 2.15% |
$65.4K - $72.2K
|
45.8K
$4.26M
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-1.06K- 3.15% |
$68.3K - $75.5K
|
32.5K
$3.02M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.08K- 1.3% |
$70.2K - $77.6K
|
82.3K
$7.65M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 5.45% |
$72K - $79.6K
|
19.3K
$1.79M
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 13.4% |
$73.5K - $81.2K
|
7.33K
$682K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 90.12% |
$78K - $86.1K
|
132
$12.3K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.25K- 23.69% |
$81K - $89.4K
|
4.03K
$374K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 25.51% |
$84K - $92.8K
|
3.79K
$352K
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.32K- 9.25% |
$85.2K - $94.1K
|
12.9K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 10.86% |
$90.5K - $100K
|
11.5K
$1.07M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.45K- 3.02% |
$93.8K - $104K
|
46.4K
$4.32M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.53K- 2.82% |
$99.3K - $110K
|
52.9K
$4.92M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 22.92% |
$101K - $111K
|
5.23K
$486K
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-1.61K- 18.8% |
$104K - $115K
|
6.94K
$646K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.62K- 2.55% |
$105K - $116K
|
61.9K
$5.76M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.69K- 6.01% |
$109K - $121K
|
26.4K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.69K- 6.01% |
$109K - $121K
|
26.4K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.8K- 7.39% |
$116K - $129K
|
22.5K
$2.09M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.92K- 48.24% |
$124K - $137K
|
2.06K
$192K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 74.54% |
$126K - $139K
|
665
$61.9K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 18.26% |
$163K - $180K
|
11.2K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.83K- 5.59% |
$184K - $203K
|
47.9K
$4.45M
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.17K- 11.33% |
$205K - $227K
|
24.8K
$2.31M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.31K- 3.27% |
$214K - $237K
|
98.1K
$9.12M
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.34K- 24.33% |
$217K - $239K
|
10.4K
$967K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.59K- 5.05% |
$233K - $257K
|
67.6K
$6.28M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.8K- 1.21% |
$246K - $272K
|
311K
$29M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.84K- 31.32% |
$249K - $275K
|
8.42K
$784K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.94K- 16.24% |
$255K - $282K
|
20.3K
$1.89M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.6K- 34.11% |
$298K - $329K
|
8.88K
$826K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.11K- 99.84% |
$331K - $365K
|
8
$744
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.99K- 3.42% |
$388K - $429K
|
169K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.09K- 6.74% |
$394K - $436K
|
84.2K
$7.83M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.27K- 15.0% |
$406K - $448K
|
35.5K
$3.3M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.36K- 36.4% |
$412K - $455K
|
11.1K
$1.03M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.54K- 27.77% |
$423K - $468K
|
17K
$1.58M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.73K- 17.28% |
$436K - $481K
|
32.2K
$2.99M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.39K- 41.27% |
$478K - $528K
|
10.5K
$978K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-9.51K- 30.09% |
$616K - $681K
|
22.1K
$2.06M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.5K- 34.76% |
$682K - $753K
|
19.8K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 24.31% |
$721K - $796K
|
34.6K
$3.22M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.5K- 98.86% |
$744K - $821K
|
132
$12.3K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 53.99% |
$952K - $1.05M
|
12.5K
$1.16M
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15K- 21.05% |
$973K - $1.07M
|
56.3K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 15.93% |
$1.01M - $1.11M
|
82.2K
$7.65M
|