Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
585+ 13.83% |
$47.4K - $52.2K
|
4.82K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
546New |
$44.3K - $48.7K
|
546
$50.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
485+ 1.62% |
$39.3K - $43.3K
|
30.4K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
476+ 10.57% |
$38.6K - $42.4K
|
4.98K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
475+ 3.79% |
$38.5K - $42.4K
|
13K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
446+ 2.21% |
$36.2K - $39.8K
|
20.6K
$1.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
446+ 2.21% |
$36.2K - $39.8K
|
20.6K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
426+ 4.33% |
$34.5K - $38K
|
10.3K
$946K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
406+ 7.47% |
$32.9K - $36.2K
|
5.84K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
334New |
$27.1K - $29.8K
|
334
$30.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
320New |
$26K - $28.5K
|
320
$29.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
308New |
$25K - $27.5K
|
308
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
297+ 8.36% |
$24.1K - $26.5K
|
3.85K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
294+ 10.6% |
$23.8K - $26.2K
|
3.07K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
283+ 2.94% |
$23K - $25.2K
|
9.92K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
273New |
$22.1K - $24.3K
|
273
$25.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
273New |
$22.1K - $24.3K
|
273
$25.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
234+ 2.65% |
$19K - $20.9K
|
9.06K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
233+ 7.03% |
$18.9K - $20.8K
|
3.55K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
231+ 1.27% |
$18.7K - $20.6K
|
18.5K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
206+ 0.28% |
$16.7K - $18.4K
|
73.1K
$6.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
196+ 5.44% |
$15.9K - $17.5K
|
3.8K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
186+ 9.22% |
$15.1K - $16.6K
|
2.2K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
165+ 0.77% |
$13.4K - $14.7K
|
21.7K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
135New |
$10.9K - $12K
|
135
$12.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129New |
$10.5K - $11.5K
|
129
$11.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122+ 0.33% |
$9.89K - $10.9K
|
36.7K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
120New |
$9.73K - $10.7K
|
120
$11.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
116+ 22.01% |
$9.41K - $10.3K
|
643
$59.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
101+ 0.74% |
$8.19K - $9.01K
|
13.8K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
53+ 9.33% |
$4.3K - $4.73K
|
621
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
42+ 2.21% |
$3.41K - $3.75K
|
1.94K
$179K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 27.59% |
$3.24K - $3.57K
|
185
$17K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
32New |
$2.6K - $2.85K
|
32
$2.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
25New |
$2.03K - $2.23K
|
25
$2.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.92% |
$1.78K - $1.96K
|
2.42K
$223K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21New |
$1.7K - $1.87K
|
21
$1.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19+ 0.64% |
$1.54K - $1.69K
|
3.01K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19+ 0.79% |
$1.54K - $1.69K
|
2.43K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.22% |
$1.38K - $1.52K
|
7.7K
$709K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.01% |
$1.3K - $1.43K
|
301K
$27.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 0.2% |
$1.22K - $1.34K
|
7.66K
$706K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
14+ 0.08% |
$1.14K - $1.25K
|
18.1K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.1% |
$649 - $713
|
8.02K
$739K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.17% |
$649 - $713
|
4.82K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.1% |
$568 - $624
|
7.11K
$655K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5+ 0.04% |
$406 - $446
|
11.8K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.5% |
$324 - $357
|
812
$74.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.2% |
$324 - $357
|
2.03K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.07% |
$324 - $357
|
5.79K
$533K
|