Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
195K+ 11.87% |
$13.3M - $14.5M
|
1.84M
$171M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
173KNew |
$11.8M - $12.9M
|
173K
$16.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 10.05% |
$9.08M - $9.9M
|
1.46M
$135M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
88KNew |
$6.02M - $6.55M
|
88K
$8.19M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
70.6KNew |
$4.82M - $5.25M
|
70.6K
$6.56M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49.2K+ 9.89% |
$3.36M - $3.66M
|
547K
$50.9M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
44KNew |
$3.01M - $3.27M
|
44K
$4.09M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40.7K+ 35.53% |
$2.78M - $3.03M
|
155K
$14.4M
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
37.8K+ 78.0% |
$2.58M - $2.81M
|
86.3K
$8.02M
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
36.7KNew |
$2.51M - $2.73M
|
36.7K
$3.41M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.3K+ 27.74% |
$2.21M - $2.4M
|
149K
$13.8M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
31KNew |
$2.12M - $2.31M
|
31K
$2.88M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
29K+ 2.87% |
$1.98M - $2.16M
|
1.04M
$96.7M
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
28.9KNew |
$1.97M - $2.15M
|
28.9K
$2.68M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
28.5KNew |
$1.95M - $2.12M
|
28.5K
$2.65M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 10.77% |
$1.73M - $1.88M
|
260K
$24.2M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.4K+ 356.44% |
$1.6M - $1.74M
|
30K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 4.06% |
$1.55M - $1.69M
|
582K
$54.1M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.6K+ 3.91% |
$1.07M - $1.17M
|
416K
$38.7M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.6K+ 73.16% |
$998K - $1.09M
|
34.6K
$3.21M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14KNew |
$954K - $1.04M
|
14K
$1.3M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.6K+ 1.74% |
$794K - $865K
|
681K
$63.4M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
10.5K+ 2.51% |
$716K - $780K
|
428K
$39.8M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2K+ 7.14% |
$699K - $762K
|
154K
$14.3M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 45.9% |
$693K - $755K
|
32.2K
$3M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8.65K+ 3.4% |
$591K - $644K
|
263K
$24.5M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8.22K+ 4.47% |
$562K - $612K
|
192K
$17.9M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.7K+ 3.94% |
$526K - $574K
|
203K
$18.9M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.6K+ 0.55% |
$519K - $566K
|
1.38M
$128M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.37KNew |
$504K - $549K
|
7.37K
$685K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.24K+ 20.21% |
$495K - $539K
|
43.1K
$4.01M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.1KNew |
$485K - $529K
|
7.1K
$661K
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.44K+ 30.6% |
$440K - $479K
|
27.5K
$2.55M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
6.31K+ 1.25% |
$431K - $470K
|
512K
$47.6M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.14KNew |
$419K - $457K
|
6.14K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.5K+ 0.6% |
$376K - $410K
|
920K
$85.6M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$345K - $376K
|
5.05K
$470K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.78KNew |
$327K - $356K
|
4.78K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.75K+ 9.63% |
$325K - $354K
|
54.1K
$5.03M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.65K+ 22.31% |
$318K - $346K
|
25.5K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.62K+ 2.04% |
$316K - $344K
|
231K
$21.4M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.58KNew |
$313K - $341K
|
4.58K
$426K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.58KNew |
$313K - $341K
|
4.58K
$426K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.48K+ 11.42% |
$238K - $259K
|
34K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 2.72% |
$236K - $257K
|
131K
$12.1M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.42K+ 51.51% |
$234K - $255K
|
10.1K
$936K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.11KNew |
$213K - $232K
|
3.11K
$290K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.9KNew |
$198K - $216K
|
2.9K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 19.78% |
$190K - $207K
|
16.8K
$1.57M
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.72K+ 1.19% |
$186K - $202K
|
232K
$21.6M
|