Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.66KNew |
$285K - $338K
|
3.66K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.27K+ 42.18% |
$255K - $302K
|
11K
$928K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.2K+ 11.06% |
$249K - $295K
|
32.1K
$2.7M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.96KNew |
$230K - $273K
|
2.96K
$249K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.96KNew |
$230K - $273K
|
2.96K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.92K+ 6.74% |
$228K - $270K
|
46.3K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.87KNew |
$223K - $264K
|
2.87K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.82KNew |
$219K - $260K
|
2.82K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.75K+ 0.92% |
$214K - $254K
|
303K
$25.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.73K+ 23.32% |
$213K - $252K
|
14.4K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.72K+ 3.84% |
$212K - $251K
|
73.6K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.71KNew |
$211K - $250K
|
2.71K
$228K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.7K+ 30.52% |
$210K - $249K
|
11.5K
$970K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.64K+ 2.77% |
$206K - $244K
|
98.1K
$8.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.39K+ 18.31% |
$186K - $221K
|
15.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.19K+ 18.94% |
$170K - $202K
|
13.7K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 12.77% |
$154K - $183K
|
17.5K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83K+ 42.31% |
$142K - $168K
|
6.14K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52K+ 4.78% |
$118K - $140K
|
33.3K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42K+ 5.19% |
$111K - $131K
|
28.8K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.34K+ 5.9% |
$104K - $123K
|
24K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.15K+ 10.32% |
$89.7K - $106K
|
12.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 1.35% |
$84.9K - $101K
|
81.9K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 35.39% |
$82.1K - $97.2K
|
4.03K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.01K+ 3.5% |
$78.5K - $92.9K
|
29.8K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
991+ 3.49% |
$77.2K - $91.4K
|
29.4K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
991+ 21.77% |
$77.2K - $91.4K
|
5.54K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
972+ 5.33% |
$75.7K - $89.7K
|
19.2K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
920+ 1.31% |
$71.7K - $84.9K
|
71K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
881+ 4.79% |
$68.6K - $81.3K
|
19.3K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
873+ 3.34% |
$68K - $80.5K
|
27K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
782+ 0.53% |
$60.9K - $72.1K
|
148K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
773+ 28.25% |
$60.2K - $71.3K
|
3.51K
$295K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
754+ 16.62% |
$58.7K - $69.6K
|
5.29K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
747+ 13.77% |
$58.2K - $68.9K
|
6.17K
$519K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
718New |
$55.9K - $66.2K
|
718
$60.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
705+ 7.11% |
$54.9K - $65K
|
10.6K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
703+ 22.1% |
$54.8K - $64.9K
|
3.88K
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
696New |
$54.2K - $64.2K
|
696
$58.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
693+ 14.38% |
$54K - $63.9K
|
5.51K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
692+ 3.19% |
$53.9K - $63.8K
|
22.4K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
624+ 30.22% |
$48.6K - $57.6K
|
2.69K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
619+ 3.37% |
$48.2K - $57.1K
|
19K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
613+ 1.94% |
$47.8K - $56.6K
|
32.2K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
597New |
$46.5K - $55.1K
|
597
$50.2K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
562+ 10.21% |
$43.8K - $51.9K
|
6.06K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
530+ 10.05% |
$41.3K - $48.9K
|
5.81K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
524New |
$40.8K - $48.3K
|
524
$44.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
514+ 4.14% |
$40K - $47.4K
|
12.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
443+ 6.14% |
$34.5K - $40.9K
|
7.66K
$645K
|