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 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 8.94% |
$177K - $193K
|
31.6K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 6.58% |
$166K - $181K
|
39.4K
$3.66M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 1.04% |
$159K - $174K
|
227K
$21.1M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31KNew |
$158K - $172K
|
2.31K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 261.28% |
$148K - $161K
|
3K
$279K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.1K+ 33.49% |
$143K - $156K
|
8.37K
$778K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.07K+ 3.86% |
$142K - $154K
|
55.7K
$5.18M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.84K+ 4.89% |
$126K - $137K
|
39.4K
$3.67M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.77K+ 7.9% |
$121K - $132K
|
24.1K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6K+ 14.75% |
$110K - $119K
|
12.5K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.58K+ 13.94% |
$108K - $117K
|
12.9K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.5K+ 26.46% |
$103K - $112K
|
7.17K
$667K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.48K+ 24.85% |
$101K - $110K
|
7.44K
$692K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 12.19% |
$99.7K - $109K
|
13.4K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.22KNew |
$83.6K - $91.1K
|
1.22K
$114K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 0.95% |
$83.3K - $90.8K
|
129K
$12M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 17.14% |
$82K - $89.4K
|
8.2K
$763K
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.16K+ 4.04% |
$78.9K - $86K
|
29.8K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.12K+ 0.88% |
$76.8K - $83.7K
|
129K
$12M
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.08K+ 18.71% |
$73.5K - $80K
|
6.82K
$635K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1K+ 2.89% |
$68.3K - $74.5K
|
35.6K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
987+ 9.81% |
$67.5K - $73.5K
|
11K
$1.03M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
908+ 16.2% |
$62.1K - $67.6K
|
6.51K
$606K
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
865+ 0.57% |
$59.1K - $64.4K
|
154K
$14.3M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
830+ 6.3% |
$56.7K - $61.8K
|
14K
$1.3M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
823+ 1.64% |
$56.2K - $61.3K
|
51.1K
$4.76M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
711+ 10.4% |
$48.6K - $52.9K
|
7.55K
$702K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
686+ 13.11% |
$46.9K - $51.1K
|
5.92K
$550K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
667+ 14.68% |
$45.6K - $49.7K
|
5.21K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
624+ 1.25% |
$42.6K - $46.5K
|
50.5K
$4.69M
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
568+ 8.39% |
$38.8K - $42.3K
|
7.33K
$682K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
540+ 1.8% |
$36.9K - $40.2K
|
30.5K
$2.84M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
498+ 24.63% |
$34K - $37.1K
|
2.52K
$234K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
493+ 7.92% |
$33.7K - $36.7K
|
6.72K
$625K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
471+ 2.17% |
$32.2K - $35.1K
|
22.1K
$2.06M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
458+ 7.61% |
$31.3K - $34.1K
|
6.48K
$603K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
336+ 1.83% |
$23K - $25K
|
18.7K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
298+ 2.77% |
$20.4K - $22.2K
|
11.1K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
293+ 1.49% |
$20K - $21.8K
|
20K
$1.86M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
270New |
$18.5K - $20.1K
|
270
$25.1K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
268+ 5.17% |
$18.3K - $20K
|
5.45K
$507K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
265+ 2.71% |
$18.1K - $19.7K
|
10K
$933K
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
245+ 6.1% |
$16.7K - $18.2K
|
4.26K
$396K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
209New |
$14.3K - $15.6K
|
209
$19.4K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
200+ 0.08% |
$13.7K - $14.9K
|
250K
$23.2M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
135+ 2.15% |
$9.23K - $10.1K
|
6.42K
$597K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
129New |
$8.82K - $9.61K
|
129
$12K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
110+ 3.09% |
$7.52K - $8.19K
|
3.67K
$341K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
101+ 0.48% |
$6.9K - $7.52K
|
21K
$1.95M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
91+ 64.08% |
$6.22K - $6.78K
|
233
$21.7K
|