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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
81+ 1.26% |
$5.54K - $6.03K
|
6.53K
$607K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
80New |
$5.47K - $5.96K
|
80
$7.44K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73+ 0.72% |
$4.99K - $5.44K
|
10.2K
$953K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
72+ 171.43% |
$4.92K - $5.36K
|
114
$10.6K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 1.19% |
$4.85K - $5.29K
|
6.05K
$563K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
66+ 0.3% |
$4.51K - $4.91K
|
22.4K
$2.09M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
63+ 11.95% |
$4.31K - $4.69K
|
590
$54.9K
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
60+ 0.3% |
$4.1K - $4.47K
|
20.4K
$1.89M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
56+ 1.1% |
$3.83K - $4.17K
|
5.16K
$480K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33New |
$2.26K - $2.46K
|
33
$3.07K
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.41% |
$2.05K - $2.23K
|
7.44K
$692K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.95% |
$2.05K - $2.23K
|
3.2K
$298K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
29+ 0.95% |
$1.98K - $2.16K
|
3.09K
$287K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 0.22% |
$957 - $1.04K
|
6.34K
$589K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
14+ 107.69% |
$957 - $1.04K
|
27
$2.51K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8+ 400.0% |
$547 - $596
|
10
$930
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.06% |
$478 - $521
|
11.8K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.07% |
$342 - $372
|
7.65K
$711K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.21% |
$205 - $223
|
1.46K
$136K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$137 - $149
|
4.12K
$383K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.25% |
$137 - $149
|
794
$73.8K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$137 - $149
|
396
$36.8K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$137 - $149
|
8.55K
$795K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.98% |
$68.3 - $74.5
|
103
$9.58K
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $74.5
|
14.6K
$1.36M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.36% |
$68.3 - $74.5
|
282
$26.2K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.27% |
$68.3 - $74.5
|
372
$34.6K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.39% |
$68.3 - $74.5
|
260
$24.2K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 23.33% |
$478 - $521
|
23
$2.14K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7- 0.06% |
$478 - $521
|
10.9K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8- 0.05% |
$547 - $596
|
16.6K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8- 1.18% |
$547 - $596
|
669
$62.2K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 2.02% |
$615 - $670
|
436
$40.6K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-10- 1.57% |
$683 - $745
|
627
$58.3K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15- 0.22% |
$1.03K - $1.12K
|
6.88K
$640K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 0.32% |
$1.85K - $2.01K
|
8.3K
$772K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29- 0.76% |
$1.98K - $2.16K
|
3.77K
$351K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-37- 0.24% |
$2.53K - $2.76K
|
15.2K
$1.41M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-37- 3.19% |
$2.53K - $2.76K
|
1.12K
$105K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-47- 3.38% |
$3.21K - $3.5K
|
1.34K
$125K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 1.71% |
$3.35K - $3.65K
|
2.82K
$263K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.81% |
$3.49K - $3.8K
|
6.26K
$582K
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-55- 1.61% |
$3.76K - $4.1K
|
3.36K
$312K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-59- 19.41% |
$4.03K - $4.39K
|
245
$22.8K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-60Closed |
$4.1K - $4.47K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-61- 1.8% |
$4.17K - $4.54K
|
3.33K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-62- 1.53% |
$4.24K - $4.62K
|
3.98K
$370K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-63- 87.5% |
$4.31K - $4.69K
|
9
$837
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-71- 0.93% |
$4.85K - $5.29K
|
7.58K
$705K
|