Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.38M+ 0.0% |
$154M - $182M
|
2.38M
$224M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
430K+ 73.02% |
$27.9M - $32.9M
|
1.02M
$95.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
196K+ 126.28% |
$12.7M - $15M
|
351K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 12.53% |
$11.8M - $14M
|
1.64M
$154M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175KNew |
$11.3M - $13.4M
|
175K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83K+ 15.18% |
$5.38M - $6.35M
|
630K
$59.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74.4KNew |
$4.82M - $5.69M
|
74.4K
$6.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.1K+ 36.31% |
$3.06M - $3.61M
|
177K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.6K+ 7.84% |
$2.96M - $3.49M
|
628K
$59M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
36.9KNew |
$2.4M - $2.83M
|
36.9K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.1KNew |
$2.28M - $2.68M
|
35.1K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.8K+ 412.19% |
$2.25M - $2.66M
|
43.2K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34K+ 16.73% |
$2.2M - $2.6M
|
237K
$22.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
32.1KNew |
$2.08M - $2.46M
|
32.1K
$3.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.8K+ 21.37% |
$2.06M - $2.43M
|
180K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
29.5K+ 12.8% |
$1.91M - $2.26M
|
260K
$24.4M
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
25.1KNew |
$1.63M - $1.92M
|
25.1K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
25K+ 3994.1% |
$1.62M - $1.92M
|
25.7K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.3K+ 9.92% |
$1.45M - $1.71M
|
247K
$23.2M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
22.3K+ 30.21% |
$1.45M - $1.71M
|
96.1K
$9.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
22.3K+ 3.27% |
$1.44M - $1.7M
|
704K
$66.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.1K+ 61.2% |
$1.37M - $1.62M
|
55.7K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20.7KNew |
$1.34M - $1.58M
|
20.7K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.8K+ 158.92% |
$1.29M - $1.52M
|
32.3K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 27.19% |
$1.13M - $1.33M
|
81.3K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
17.3KNew |
$1.12M - $1.32M
|
17.3K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 6.17% |
$999K - $1.18M
|
265K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 144.8% |
$962K - $1.14M
|
25.1K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
13.5KNew |
$877K - $1.03M
|
13.5K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3K+ 33.21% |
$860K - $1.01M
|
53.2K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5K+ 89.54% |
$813K - $958K
|
26.5K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3K+ 18.61% |
$797K - $940K
|
78.4K
$7.36M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 5.36% |
$789K - $930K
|
239K
$22.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.4K+ 6.01% |
$673K - $794K
|
183K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.9K+ 5.41% |
$642K - $757K
|
193K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9K+ 4.69% |
$584K - $688K
|
201K
$18.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.64K+ 10.02% |
$560K - $661K
|
94.9K
$8.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.55KNew |
$554K - $654K
|
8.55K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.21K+ 63.74% |
$532K - $628K
|
21.1K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.92K+ 2.63% |
$449K - $529K
|
270K
$25.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.89KNew |
$447K - $527K
|
6.89K
$648K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.25KNew |
$405K - $478K
|
6.25K
$587K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$374K - $442K
|
5.77K
$543K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.44K+ 54.12% |
$353K - $416K
|
15.5K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.24K+ 16.25% |
$340K - $401K
|
37.5K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.11KNew |
$332K - $391K
|
5.11K
$480K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.01K+ 16.4% |
$325K - $383K
|
35.5K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.91KNew |
$319K - $376K
|
4.91K
$462K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.76KNew |
$308K - $364K
|
4.76K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.3K+ 3.51% |
$279K - $329K
|
127K
$11.9M
|