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
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.38K- 52.15% |
$94.6K - $103K
|
1.27K
$118K
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.45K- 1.1% |
$99K - $108K
|
130K
$12.1M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.5K- 4.64% |
$103K - $112K
|
30.9K
$2.88M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.56K- 6.83% |
$106K - $116K
|
21.2K
$1.98M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.6K- 18.39% |
$109K - $119K
|
7.08K
$658K
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.65K- 2.26% |
$112K - $122K
|
71K
$6.61M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.66K- 0.28% |
$114K - $124K
|
589K
$54.8M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 6.7% |
$116K - $127K
|
23.7K
$2.21M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.77K- 2.34% |
$121K - $132K
|
73.8K
$6.87M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.82K- 11.23% |
$124K - $135K
|
14.4K
$1.34M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.87K- 14.82% |
$128K - $139K
|
10.8K
$1M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.91K- 28.52% |
$130K - $142K
|
4.78K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2K- 2.93% |
$136K - $149K
|
66.1K
$6.14M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.11K- 3.04% |
$144K - $157K
|
67.3K
$6.26M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.17K- 30.51% |
$148K - $162K
|
4.94K
$460K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.17K- 30.51% |
$148K - $162K
|
4.94K
$460K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.34K- 36.36% |
$160K - $174K
|
4.09K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.41K- 4.89% |
$165K - $179K
|
46.8K
$4.35M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.69K- 18.76% |
$184K - $200K
|
11.7K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 15.24% |
$189K - $206K
|
15.4K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.9K- 5.55% |
$198K - $216K
|
49.4K
$4.6M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.38K- 7.04% |
$231K - $252K
|
44.6K
$4.15M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.47K- 1.15% |
$237K - $258K
|
299K
$27.8M
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.24K- 4.36% |
$290K - $316K
|
93K
$8.65M
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.24K- 4.36% |
$290K - $316K
|
93K
$8.65M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.25K- 10.68% |
$291K - $317K
|
35.6K
$3.31M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.37K- 1.41% |
$299K - $325K
|
306K
$28.5M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.58K- 10.53% |
$313K - $341K
|
38.9K
$3.62M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.12K- 40.38% |
$350K - $381K
|
7.56K
$703K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.27K- 22.96% |
$360K - $392K
|
17.7K
$1.64M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.33K- 20.8% |
$365K - $397K
|
20.3K
$1.89M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.42K- 7.82% |
$370K - $404K
|
63.9K
$5.94M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.51K- 6.69% |
$377K - $411K
|
76.9K
$7.16M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5.66K- 5.78% |
$387K - $422K
|
92.4K
$8.59M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.91K- 7.44% |
$404K - $440K
|
73.6K
$6.84M
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.56K- 8.54% |
$449K - $489K
|
70.3K
$6.54M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.13K- 18.86% |
$556K - $606K
|
35K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.91K- 2.42% |
$609K - $664K
|
359K
$33.4M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.37KClosed |
$640K - $697K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.97K- 18.13% |
$681K - $742K
|
45K
$4.19M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-10.3K- 10.07% |
$706K - $770K
|
92.3K
$8.58M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.5K- 92.38% |
$719K - $783K
|
867
$80.6K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.5K- 47.24% |
$856K - $933K
|
14K
$1.3M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 20.5% |
$941K - $1.03M
|
53.4K
$4.97M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.2K- 37.01% |
$1.04M - $1.13M
|
25.8K
$2.4M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16.5K- 60.23% |
$1.13M - $1.23M
|
10.9K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.3K- 82.58% |
$1.87M - $2.04M
|
5.77K
$536K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42.4K- 51.27% |
$2.89M - $3.15M
|
40.3K
$3.74M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-93.2K- 29.28% |
$6.37M - $6.94M
|
225K
$20.9M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-354K- 99.8% |
$24.2M - $26.3M
|
704
$65.5K
|