Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-361- 2.3% |
$29.3K - $31.4K
|
15.3K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-386- 9.78% |
$31.3K - $33.6K
|
3.56K
$331K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-398- 4.99% |
$32.3K - $34.7K
|
7.59K
$705K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-407- 0.83% |
$33K - $35.4K
|
48.7K
$4.53M
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-462- 7.11% |
$37.4K - $40.2K
|
6.03K
$561K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-480- 3.27% |
$38.9K - $41.8K
|
14.2K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-512- 8.25% |
$41.5K - $44.6K
|
5.7K
$530K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-517- 4.86% |
$41.9K - $45K
|
10.1K
$942K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-537- 1.77% |
$43.5K - $46.8K
|
29.8K
$2.78M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-571- 0.27% |
$46.3K - $49.7K
|
207K
$19.3M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-600- 2.01% |
$48.6K - $52.2K
|
29.3K
$2.73M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-606- 12.36% |
$49.1K - $52.8K
|
4.3K
$399K
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-610- 14.25% |
$49.4K - $53.1K
|
3.67K
$341K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-668- 5.18% |
$54.1K - $58.2K
|
12.2K
$1.14M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-677- 4.5% |
$54.9K - $59K
|
14.4K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-678- 18.37% |
$54.9K - $59K
|
3.01K
$280K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-698- 6.89% |
$56.6K - $60.8K
|
9.43K
$877K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-789- 20.38% |
$63.9K - $68.7K
|
3.08K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-819- 23.01% |
$66.4K - $71.3K
|
2.74K
$255K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-836- 0.28% |
$67.7K - $72.8K
|
301K
$28M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-853- 16.78% |
$69.1K - $74.3K
|
4.23K
$393K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-870- 5.98% |
$70.5K - $75.8K
|
13.7K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-882- 5.47% |
$71.5K - $76.8K
|
15.3K
$1.42M
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-946- 5.52% |
$76.7K - $82.4K
|
16.2K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-972- 6.14% |
$78.8K - $84.6K
|
14.9K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-978- 24.29% |
$79.3K - $85.2K
|
3.05K
$284K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 15.95% |
$81.2K - $87.3K
|
5.28K
$491K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.02K- 4.38% |
$82.3K - $88.5K
|
22.2K
$2.06M
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.28K- 1.94% |
$104K - $111K
|
64.5K
$6M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.35K- 0.69% |
$109K - $118K
|
193K
$18M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.35K- 11.85% |
$110K - $118K
|
10.1K
$935K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.46K- 6.76% |
$118K - $127K
|
20.1K
$1.87M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 13.86% |
$119K - $128K
|
9.15K
$851K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.59K- 8.44% |
$129K - $139K
|
17.3K
$1.61M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.73K- 30.12% |
$140K - $151K
|
4.01K
$373K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.91K- 36.72% |
$155K - $167K
|
3.3K
$307K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.17K- 10.84% |
$176K - $189K
|
17.8K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.25K- 80.49% |
$183K - $196K
|
546
$50.8K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.29K- 0.8% |
$186K - $200K
|
286K
$26.6M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.46K- 5.05% |
$200K - $215K
|
46.3K
$4.31M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.58K- 3.63% |
$209K - $224K
|
68.4K
$6.36M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.63K- 3.52% |
$213K - $229K
|
72.2K
$6.71M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.89K- 3.81% |
$234K - $252K
|
72.9K
$6.78M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.96K- 29.1% |
$240K - $258K
|
7.22K
$672K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.03K- 3.54% |
$246K - $264K
|
82.5K
$7.67M
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.22K- 45.78% |
$261K - $280K
|
3.82K
$355K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.36K- 8.42% |
$273K - $293K
|
36.6K
$3.4M
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.45K- 5.5% |
$280K - $301K
|
59.3K
$5.52M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 64.52% |
$297K - $320K
|
2.02K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.84K- 16.95% |
$311K - $334K
|
18.8K
$1.75M
|