Purchases and Sales Made in Q1 2024 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 2024. 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 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.11K+ 13.6% |
$155K - $184K
|
17.6K
$1.64M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.97KNew |
$144K - $172K
|
1.97K
$183K
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.88K+ 0.98% |
$138K - $164K
|
195K
$18.1M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87K+ 7.45% |
$137K - $163K
|
27K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82K+ 184.74% |
$133K - $159K
|
2.8K
$260K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.81K+ 6.03% |
$132K - $158K
|
31.7K
$2.95M
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 4.38% |
$116K - $138K
|
37.7K
$3.51M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.58K+ 21.76% |
$116K - $138K
|
8.85K
$823K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.56KNew |
$115K - $137K
|
1.56K
$145K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.54K+ 49.33% |
$113K - $135K
|
4.67K
$434K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.5K+ 4.12% |
$110K - $131K
|
37.8K
$3.52M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.46K+ 1.97% |
$107K - $128K
|
75.8K
$7.05M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.32K+ 1.62% |
$96.5K - $115K
|
82.6K
$7.68M
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.12K+ 6.75% |
$82.2K - $97.9K
|
17.7K
$1.65M
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.08K+ 3.35% |
$79.1K - $94.1K
|
33.2K
$3.09M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
856+ 3.93% |
$62.8K - $74.7K
|
22.6K
$2.1M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
830+ 7.52% |
$60.9K - $72.5K
|
11.9K
$1.1M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
765+ 3.84% |
$56.1K - $66.8K
|
20.7K
$1.92M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
754+ 7.43% |
$55.3K - $65.8K
|
10.9K
$1.01M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
697+ 47.67% |
$51.1K - $60.8K
|
2.16K
$201K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
614+ 14.32% |
$45K - $53.6K
|
4.9K
$456K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
600+ 6666.67% |
$44K - $52.4K
|
609
$56.6K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
593+ 7.57% |
$43.5K - $51.8K
|
8.43K
$784K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
561+ 12.06% |
$41.2K - $49K
|
5.21K
$485K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
541+ 7.04% |
$39.7K - $47.2K
|
8.23K
$765K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
484New |
$35.5K - $42.2K
|
484
$45K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
449+ 16.23% |
$32.9K - $39.2K
|
3.22K
$299K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
426+ 14.17% |
$31.3K - $37.2K
|
3.43K
$319K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
382+ 12.48% |
$28K - $33.3K
|
3.44K
$320K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
381+ 1.86% |
$28K - $33.3K
|
20.9K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
375+ 10.27% |
$27.5K - $32.7K
|
4.03K
$375K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$26.6K - $31.6K
|
362
$33.7K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
315+ 1.23% |
$23.1K - $27.5K
|
25.9K
$2.41M
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
301+ 0.24% |
$22.1K - $26.3K
|
127K
$11.8M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 0.94% |
$20.4K - $24.3K
|
30K
$2.79M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
274New |
$20.1K - $23.9K
|
274
$25.5K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
246+ 7.38% |
$18K - $21.5K
|
3.58K
$333K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
209+ 4.94% |
$15.3K - $18.2K
|
4.44K
$413K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
186New |
$13.6K - $16.2K
|
186
$17.3K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
183+ 4.37% |
$13.4K - $16K
|
4.37K
$406K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
178+ 2.67% |
$13.1K - $15.5K
|
6.84K
$636K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161+ 42.37% |
$11.8K - $14.1K
|
541
$50.3K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
146+ 18.79% |
$10.7K - $12.7K
|
923
$85.8K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
145New |
$10.6K - $12.7K
|
145
$13.5K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
137New |
$10.1K - $12K
|
137
$12.7K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
127+ 3.6% |
$9.32K - $11.1K
|
3.66K
$340K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
116+ 3.25% |
$8.51K - $10.1K
|
3.69K
$343K
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
103+ 0.55% |
$7.56K - $8.99K
|
18.7K
$1.74M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
83+ 0.36% |
$6.09K - $7.25K
|
23.2K
$2.16M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
78New |
$5.72K - $6.81K
|
78
$7.25K
|