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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.27% |
$259 - $306
|
1.46K
$137K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.05% |
$259 - $306
|
7.65K
$719K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 0.54% |
$130 - $153
|
374
$35.1K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$130 - $153
|
2
$188
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.35% |
$64.9 - $76.5
|
283
$26.6K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.36% |
$64.9 - $76.5
|
279
$26.2K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$64.9 - $76.5
|
397
$37.3K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.7% |
$64.9 - $76.5
|
144
$13.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$64.9 - $76.5
|
1
$94
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.56% |
$64.9 - $76.5
|
40
$3.76K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$64.9 - $76.5
|
261
$24.5K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$64.9 - $76.5
|
368K
$34.6M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2- 0.03% |
$130 - $153
|
7.55K
$709K
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-11- 0.04% |
$713 - $841
|
29.8K
$2.8M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 2.14% |
$1.1K - $1.3K
|
777
$73K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$1.56K - $1.84K
|
4.1K
$385K
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-24- 0.66% |
$1.56K - $1.84K
|
3.6K
$338K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-29- 0.73% |
$1.88K - $2.22K
|
3.95K
$372K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 14.69% |
$2.33K - $2.75K
|
209
$19.6K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-47- 1.27% |
$3.05K - $3.6K
|
3.65K
$343K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-50- 0.85% |
$3.24K - $3.82K
|
5.81K
$546K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 1.38% |
$3.24K - $3.82K
|
3.57K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 1.38% |
$3.24K - $3.82K
|
3.57K
$335K
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-53- 0.79% |
$3.44K - $4.05K
|
6.66K
$626K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-56- 12.84% |
$3.63K - $4.28K
|
380
$35.7K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-63- 10.68% |
$4.09K - $4.82K
|
527
$49.5K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-63- 10.68% |
$4.09K - $4.82K
|
527
$49.5K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-67- 24.72% |
$4.34K - $5.12K
|
204
$19.2K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-67- 2.09% |
$4.34K - $5.12K
|
3.14K
$295K
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-75- 1.76% |
$4.86K - $5.74K
|
4.19K
$393K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-82- 0.82% |
$5.32K - $6.27K
|
9.95K
$935K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-90- 1.75% |
$5.84K - $6.88K
|
5.07K
$476K
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-99- 0.53% |
$6.42K - $7.57K
|
18.6K
$1.75M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-104- 3.68% |
$6.74K - $7.95K
|
2.72K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-109- 0.48% |
$7.07K - $8.34K
|
22.7K
$2.13M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-112- 3.36% |
$7.26K - $8.57K
|
3.22K
$302K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-125- 3.47% |
$8.11K - $9.56K
|
3.48K
$327K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127- 4.05% |
$8.24K - $9.71K
|
3.01K
$282K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-133- 2.64% |
$8.63K - $10.2K
|
4.9K
$461K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-155- 0.39% |
$10.1K - $11.9K
|
39.2K
$3.68M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-165- 0.49% |
$10.7K - $12.6K
|
33.8K
$3.18M
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 0.6% |
$11.7K - $13.8K
|
30K
$2.82M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-204- 3.22% |
$13.2K - $15.6K
|
6.13K
$576K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-205- 5.57% |
$13.3K - $15.7K
|
3.48K
$327K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-212- 3.45% |
$13.7K - $16.2K
|
5.93K
$557K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-216- 1.61% |
$14K - $16.5K
|
13.2K
$1.24M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-236- 2.17% |
$15.3K - $18.1K
|
10.6K
$1M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-237- 1.56% |
$15.4K - $18.1K
|
14.9K
$1.4M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-252- 0.81% |
$16.3K - $19.3K
|
30.7K
$2.88M
|